Integration with accounting software

Purpose

1. Automates the seamless synchronization and consolidation of sales, supplier invoices, payroll, and expense data from the Maltese restaurant's POS, reservations, eCommerce, and HR systems to accounting software for real-time financial management, compliance, bookkeeping, tax filing, and cash flow forecasting.

2. Eliminates manual entry errors and lag by automating financial data transfer, ensuring up-to-date ledgers, automated VAT reporting, and audit readiness.

3. Supports reconciliation automation, vendor payment scheduling, analytical reporting automation, and integrates administrative approvals.

Trigger Conditions

1. Automated on new POS sales transaction completion.

2. Triggered by supplier invoice receipt (email, EDI, scanned upload).

3. Automated schedule (e.g., daily/weekly batch sync at set time).

4. Automates on payroll approval or payment disbursal.

5. Automated when expense report is submitted and approved.

Platform Variants

1. Xero

• Feature/Setting: “Invoices API” — Configure to automate sales and purchase invoice creation; use “Contacts API” for automating customer/supplier sync.
  
• Sample Config: Automator with endpoint /api.xero.com/invoices (POST, JSON formatted payload).
  

2. QuickBooks Online

• Feature/Setting: “Accounting API/V3” — Automate creation of sales receipts, bills, payments; automating customer/vendor records with “Customer” and “Vendor” endpoints.
  
• Sample Config: Automator HTTP node calling /v3/company/{companyId}/invoice.
  

3. Sage Business Cloud

• Feature/Setting: “Sage API – Sales & Purchases” — Automate invoice, credit note, supplier bill syncing.
  
• Sample Config: Automator calls /v3/sales_invoices or /v3/purchase_invoices.
  

4. FreshBooks

• Feature/Setting: “Invoices Endpoint” — Automate invoice issuance, “Expenses Endpoint” for automated expense logging.
  
• Sample Config: Automator with /accounting/account/{accountId}/invoices/invoices.
  

5. SAP Business One

• Feature/Setting: “Service Layer API” — Automate GL journal entries and supplier invoice posting.
  
• Sample Config: Automator request to POST /b1s/v1/Invoices.
  

6. Oracle NetSuite

• Feature/Setting: “REST API - Transactions” — Automate sales order and cash receipt entry, supplier bill automation.
  
• Sample Config: Automator uses /records/v1/salesOrder.
  

7. Microsoft Dynamics 365 Business Central

• Feature/Setting: “Financials API” — Automating creation of general ledger entries via /v2.0/companies/{id}/generalLedgerEntries.
  
• Sample Config: Automator integration targeting relevant financial objects.
  

8. Wave

• Feature/Setting: “Transactions API” — Automate automatedly sending sales, expense data.
  
• Sample Config: Automator POST to /v1/transactions.
  

9. Zoho Books

• Feature/Setting: “Invoices API, Expenses API” — Automate creation and update; “Contacts API” for automated customer/vendor sync.
  
• Sample Config: Automator POST /invoices or /expenses.
  

10. MYOB

• Feature/Setting: “AccountRight API” — Automates journal, invoice, payment posting.
  
• Sample Config: HTTP POST to /accountright/{companyId}/Sale/Invoice/Item.
  

11. KashFlow

• Feature/Setting: “Invoices API” — Automate invoice creation and payment matching.
  
• Sample Config: Automator POST /invoices.
  

12. FreeAgent

• Feature/Setting: “Invoices API, Expenses API” — Automates invoice, expense upload.
  
• Sample Config: Automator calls POST /v2/invoices.
  

13. Intacct (Sage)

• Feature/Setting: “Web Services” — Automates accounts payable and receivable automation.
  
• Sample Config: Automator calls create_invoice, create_bill.
  

14. Odoo Accounting

• Feature/Setting: “JSON-RPC API” — Automates sales order, invoice creation.
  
• Sample Config: Automator POST call to /jsonrpc on invoice model.
  

15. Reckon

• Feature/Setting: “Accounts Hosted API” — Automately triggers invoice, payment automation.
  
• Sample Config: Automator POST /Invoices/.
  

16. Kashoo

• Feature/Setting: “Invoices Endpoint” — Automate creation and categorisation.
  
• Sample Config: Automator POST /invoices.
  

17. QuickFile

• Feature/Setting: “API – Sales, Purchase, Bank Feed” — Automates financial transactions.
  
• Sample Config: Automator POST to /Invoice_Create.
  

18. Bill.com

• Feature/Setting: “API – Bills, Payments” — Automates vendor bill input and payment status update.
  
• Sample Config: Automator POST /api/v2/bills.
  

19. Expensify

• Feature/Setting: “Expense Reports API” — Automately submits and synchronizes expense data.
  
• Sample Config: Automator call /api.integrations/expenses.
  

20. Gusto

• Feature/Setting: “Payroll API” — Automates payroll export and sync into accounting software.
  
• Sample Config: Automator GET /v1/payrolls for export on payroll approval.
  

21. Square

• Feature/Setting: “Transactions API” — Automates daily sales extraction and sync.
  
• Sample Config: Automator GET /v2/locations/{location_id}/transactions for daily batch.
  

22. Stripe

• Feature/Setting: “Balance Transactions API” — Automatedly pulls payment, fee data for reconciliation.
  
• Sample Config: Automator GET /v1/balance/history.
  

Benefits

1. Automates repetitive manual financial operations, reducing human error and boosting efficiency.

2. Ensures real-time, up-to-date ledgers, simplifying audits and VAT compliance through automation.

3. Automatable reconciliation, rapid report generation, and automating vendor payment tracking.

4. Automated data workflows accelerate month-end close and cashflow analysis.

5. Automatable multi-system syncing, integrating different departments (sales, HR, admin) into unified finance visibility.