Automated reconciliation of online and offline orders

Purpose

1.1. Purpose: Automate the reconciliation of online and offline orders in a New Zealand restaurant, ensuring that all orders from digital platforms and in-house POS are tracked, matched, and financial records are automatically updated to minimize manual errors, automate revenue settlement, automate tax calculations, and automate reporting, fulfilling professional-grade accuracy for New Zealand cuisine restaurants.

Trigger Conditions

2.1. New online order received from a delivery platform.
2.2. Offline order entered via POS or manual entry system.
2.3. End-of-day or shift closure initiating batch reconciliation automation.
2.4. Manual review request for reconciliation discrepancies.
2.5. Scheduled automated report generation process.

Platform Variants

3.1. VendHQ POS
• Feature/Setting: Webhook/API—configure to send order data to automator on transaction completion.
3.2. Shopify
• Feature/Setting: Orders API—set up automation for receiving and processing online order events.
3.3. Xero
• Feature/Setting: Accounting API—automate syncing of reconciled sales for ledger updating.
3.4. Square
• Feature/Setting: Orders/Transactions API—automate pulling sales data for matching with online orders.
3.5. Lightspeed
• Feature/Setting: POS Webhook—automate sending new offline sale info to automator.
3.6. WooCommerce
• Feature/Setting: REST API—automatedly fetch orders in real time to queue for reconciliation.
3.7. Uber Eats
• Feature/Setting: Restaurant API—automate retrieval of online order feed.
3.8. Menulog
• Feature/Setting: Partner Order API—automate integration of delivery orders for reconciliation.
3.9. Deliveroo
• Feature/Setting: API Webhook—automatically deliver order notifications to reconciliation automator.
3.10. MYOB
• Feature/Setting: AccountRight API—automated data input for matched orders in accounting ledger.
3.11. QuickBooks
• Feature/Setting: Sales Receipt API—automate inserting reconciled transactions.
3.12. Oracle MICROS Simphony
• Feature/Setting: Transaction Export—API to trigger automated reconciliation with digital orders.
3.13. TouchBistro
• Feature/Setting: Order Webhooks/API—automate export to reconciliation workflow.
3.14. Zomato
• Feature/Setting: Partner API—automatedly sync online orders with central ledger.
3.15. Stripe
• Feature/Setting: Payment Intent Webhook—automate confirmation and matching of paid online orders.
3.16. PayPal
• Feature/Setting: Instant Payment Notification—automate processing and status review for each order.
3.17. Windcave (Payment Express)
• Feature/Setting: Transactions Export API—automated matching with internal order numbers.
3.18. Zapier
• Feature/Setting: Multi-app Workflow—auto-trigger reconciliation chain across platforms.
3.19. Slack
• Feature/Setting: Incoming Webhook—automatedly notify management of reconciliation results/alerts.
3.20. Google Sheets
• Feature/Setting: Sheets API—auto-update tracking logs or unresolved reconciliation queries.
3.21. Mailgun
• Feature/Setting: Email API—automate sending daily reconciliation summaries to restaurant owners.

Benefits

4.1. Automates all data flows, reducing manual entry workload.
4.2. Automated reconciliation minimizes revenue leakage and errors.
4.3. Facilitates automated compliance reporting for New Zealand tax regulations.
4.4. Enables automated performance analytics and trend detection per channel.
4.5. Expedites settlement cycles through automated finance handovers.
4.6. Empowers staff by automating non-value tasks, boosting professional service standards.
4.7. Supports rapid scale by automating multi-platform coordination, centralizing control of hybrid sales streams.