Financial and Administrative AutomationPurpose
1. Automate the aggregation, analysis, and display of incoming and outgoing cashflows in real time for a Georgian restaurant.
2. Automates syncing of financial transactions from POS, online orders, bank feeds, and expenses into a unified dashboard.
3. Automating rapid financial insights to enable decision-makers to view liquidity, forecast shortages, and track profitability at any moment.
4. Auto-generates daily, weekly, and monthly cash reports with customizable notifications.
5. Automator enables scheduled or real-time syncing with accounting and payment platforms, reducing manual reconciliation.
Trigger Conditions
1. New sales transaction recorded in POS or online ordering system.
2. Incoming or outgoing bank transaction detected (via Webhooks/API call).
3. Expense entry automatedly submitted in expense management tool.
4. Scheduled update (e.g., every 5, 15, or 60 minutes).
5. Manual refresh requested by authorized user.
Platform Variants
1. Square
- Feature/Setting: Configure the Square Transactions API to automate transaction export to data aggregator on every sale.
2. Toast
- Feature/Setting: Automator uses Toast POS Real-time Reporting API to fetch daily revenue and expense flows.
3. QuickBooks Online
- Feature/Setting: Enable Bank Feed and Sales Invoices API, automatedly pulling new records for dashboard updates.
4. Xero
- Feature/Setting: Activate Xero Reports API for real-time balance sheet extract and cashflow syncing.
5. PayPal
- Feature/Setting: Use PayPal Webhooks for payment received/sent automating transaction flows into financial system.
6. Stripe
- Feature/Setting: Activate Stripe Balance Transactions API, auto-updating dashboard with every new settlement.
7. Plaid
- Feature/Setting: Link Plaid Transactions endpoint for automated banking data sync and categorization in cash flow board.
8. Oracle NetSuite
- Feature/Setting: Set up NetSuite Saved Searches and REST API sync jobs, automating expense and sales entries.
9. SAP Business One
- Feature/Setting: Configure DI API service to automate the push of journal entries and bank statements.
10. Zoho Books
- Feature/Setting: Enable Automated Workflow for Transaction Approval event to trigger cashflow dashboard update.
11. FreshBooks
- Feature/Setting: Connect Payments and Invoices API to automate cash inflow/outflow tracking.
12. Microsoft Power BI
- Feature/Setting: Use Data Gateway and scheduled refresh or Push API for automated real-time dashboard visualizations.
13. Tableau
- Feature/Setting: Configure Tableau Web Data Connector for referenced APIs to automate data ingestion and live reporting.
14. Google Sheets
- Feature/Setting: Automate Sheets API appends from integrated sources for instant cashflow chart updates.
15. Slack
- Feature/Setting: Automator posts cash flow alerts to channels via Incoming Webhooks triggered by dashboard updates.
16. Monday.com
- Feature/Setting: Use Automations and API to sync financial line-items automatedly into work boards.
17. Dext
- Feature/Setting: Automated document ingestion and expense reconciliation direct to dashboard via Dext API.
18. Expensify
- Feature/Setting: Automation via Expense Report Finalized trigger in Expensify API populates the expense side of cash flow.
19. Sage Intacct
- Feature/Setting: Employ General Ledger and Banking APIs for automated data sync and reporting in dashboard.
20. Shopify POS
- Feature/Setting: Automatedly fetch sales and refunds using Shopify Orders API, instantly reflecting in cash flow panel.
Benefits
1. Eliminate manual data entry and reconciliation with automation across all financial touchpoints.
2. Real-time, automated insights enable faster, data-backed business decisions for restaurant management.
3. Increase financial transparency and minimize risks of cash shortfalls through automated notification rules.
4. Automates error reduction by syncing data directly from source systems to dashboards.
5. Frees staff from repetitive tasks, focusing their efforts on value-adding business operations via automation.