Finance & ReportingPurpose
1.2. Automates aggregation of POS, bank, supplier, payroll, and expense data to update financial dashboards.
1.3. Enables data-driven, automated decision-making regarding menu pricing, inventory, staffing, and supplier negotiations.
1.4. Minimizes manual intervention and human error by automating financial reporting processes.
Trigger Conditions
2.2. Event-based triggers such as invoice upload, POS close, or new bank transaction detected.
2.3. Manual refresh requests initiated by management via dashboard interface or chat command.
2.4. Threshold breaches, e.g., if expenses or cost of goods increase by X%.
Platform Variants
• Feature/Setting: Configure Scheduled Refresh & REST API to automate dataset updates; e.g., POST dataset refresh calls.
3.2. Google Data Studio
• Feature/Setting: Automate data sync via Data Connectors, Google Sheets API, and scheduled refresh options.
3.3. Tableau
• Feature/Setting: Tableau Bridge and REST API to automatedly sync cloud and on-prem financial sources.
3.4. Looker
• Feature/Setting: Looker API for automated data ingestion from POS/ERP and auto-updating Looks.
3.5. Domo
• Feature/Setting: Configure Workbench and API calls for schedule-based automated data imports.
3.6. QuickBooks Online
• Feature/Setting: Use Reporting & Transactions APIs to automate pulling P&L, expenses, and cash flow data.
3.7. Xero
• Feature/Setting: Utilize Accounting API for automated financial statement export and dashboard feed.
3.8. SAP Business One
• Feature/Setting: Set up Service Layer API to automate pulling reports directly into dashboard widgets.
3.9. Oracle NetSuite
• Feature/Setting: Use SuiteTalk Web Services for automated extraction of transaction and KPI data.
3.10. Zoho Books
• Feature/Setting: Zoho Books API automator for automated updates on revenue, AR/AP feeds.
3.11. FreshBooks
• Feature/Setting: Automated reporting via FreshBooks API, scheduled for dashboard ingestion.
3.12. Stripe
• Feature/Setting: Events API and scheduled fetch of payout/balance for automating revenue tracking.
3.13. Square
• Feature/Setting: Square POS API for automated sales and refund data pushed to dashboards.
3.14. Shopify
• Feature/Setting: Shopify Admin API for automating restaurant e-commerce sales reporting.
3.15. Slack
• Feature/Setting: Automated alerts using Slack Bots/API to notify management of dashboard updates.
3.16. Google Sheets
• Feature/Setting: Sheets API to automate pulling/pushing line-item financials as dashboard data-source.
3.17. Monday.com
• Feature/Setting: Automated board updates using Monday API for financial milestones and alerts.
3.18. Airtable
• Feature/Setting: Airtable API to continuous sync financial data into visualization tools.
3.19. AWS Lambda
• Feature/Setting: Deploy serverless scripts that automate data retrieval and load into dashboards.
3.20. Zapier
• Feature/Setting: Multi-app workflow automator to trigger dashboard updates from finance events.
3.21. Jira
• Feature/Setting: Use Jira API for automating issue creation for finance anomalies auto-detected on dashboard.
3.22. Sage Intacct
• Feature/Setting: Automated dashboard update via Sage Intacct Web Services API for financial records.
3.23. Notion
• Feature/Setting: Use Notion API to automate publishing summarized financial KPIs regularly for management.
Benefits
4.2. Facilitates proactive, data-driven management with automated, always-current dashboards.
4.3. Automated reporting leads to quicker response to cost overruns and revenue dips.
4.4. Automation reduces human error, increases reliability, and enhances security of sensitive financial data.
4.5. Enables automatable notifications and custom alerts for exception-based management.
4.6. Frees up finance and management teams for higher-level strategic work, raising overall operational efficiency.