Financial Management & ReportingPurpose
1.2. Automates aggregation across multiple POS, accounting, and banking sources, reconciling accounts automatedly, generating standard-compliant reports, distributing them to internal/external stakeholders.
1.3. Automation reduces manual data entry, error rates, and reporting delays, automating compliance and archiving across all business locations for stakeholders.
Trigger Conditions
2.2. Manual: Finance admin triggers end-of-month report workflow on-demand.
2.3. Event-driven: Receipt of all monthly bank statements or final POS data uploads automatedly triggers the process.
Platform Variants
• Function: Automate API call to “Reports API: Profit & Loss by Month”; sample: use OAuth2, GET /v3/company/{companyId}/reports/ProfitAndLoss.
3.2. Xero
• Function: Automator triggers “Reports API: GET Reports/ProfitAndLoss”; configure with organisationID, authenticated token.
3.3. Zoho Books
• API: “getProfitAndLoss”; set custom report period, automate retrieval, use /profitandloss endpoint.
3.4. Netsuite
• Endpoint: “RESTlet: Financial Report Export”; automate scheduled export, filter by period/month.
3.5. Oracle Cloud ERP
• Feature: “REST API: General Ledger Reports”; automate recurring scheduled reports.
3.6. FreshBooks
• Function: Automate “Profit & Loss Report API”; retrieve PDFs for archival, automate with GET /reports/profitloss.
3.7. Wave Accounting
• API: Query “Business: Financial Reports”; retrieve with GraphQL reporting API.
3.8. SAP Business One
• API: “Service Layer: ProfitAndLossReportService”; automate with POST on reporting endpoint.
3.9. Microsoft Excel Online
• Automation: Automate pulling data using “Excel Online Connector,” read finance tables from specific workbooks.
3.10. Google Sheets
• Integration: “Sheets API: Read Data”; automate daily finance tab collection with API key or service account.
3.11. Square POS
• Feature: “Terminal Reports API”; automate end-of-month sales export via /v2/locations/{location_id}/reports/sales-summary.
3.12. Toast POS
• API: Scheduled “SalesSummaryExport”; define reporting window monthly, automate download CSV.
3.13. Lightspeed POS
• Function: Automator triggers “End-of-Day/End-of-Month Financials”; pull JSON reports.
3.14. Stripe
• Export: “Balance API: Get Balance History”; automate filtered monthly payout and fee statements.
3.15. PayPal
• Feature: “TransactionSearch”; automate monthly transaction logs, automate export to finance tool.
3.16. Adyen
• API: “Balance Platform Reporting”; automate monthly payable/receivable statement retrieval.
3.17. Hubdoc
• Workflow: Automate import of uploaded/emailed financial documents, archive under month-end period.
3.18. Dropbox Business
• Trigger: “Folder Update”; when new statement PDF uploaded, automate file sync or sharing.
3.19. Google Drive
• Event: “New File in Folder”; automate collection of all monthly finance PDFs, route to reporting flow.
3.20. Slack
• Notification: “Scheduled Message API”; automate distribution of report links or PDFs to finance channels.
3.21. Power BI
• Workflow: “Data Refresh API”; automate pulling consolidated reports from live data sources for dashboards.
3.22. Tableau
• Endpoint: “Extract API Refresh”; automate data pulls for up-to-date visual reporting.
3.23. Databox
• Feature: Schedule monthly auto-refresh of financial KPIs dashboard, automate Slack or email summaries.
3.24. DocuSign
• Workflow: Automatedly route monthly reports for digital sign-off, audit tracking via Envelope API.
Benefits
4.2. Reduces manual data entry, automating compliance with accounting standards.
4.3. Automated notifications, approvals, and archival processes ensure consistency.
4.4. Enables rapid, secure report sharing across restaurant teams and investors.
4.5. Easily scalable automation to multi-location or franchise Hakka restaurant operations, future-proofing reporting process.