Gamut
Finance & Accounting

Daily Revenue Digest Agent

Get a reconciled income summary in your inbox every morning, with no manual report pulling.

Updated

Connects with

StripeStripeSquareSquareSumUpSumUpEpos NowEpos NowLightspeedLightspeedCloverCloverSlackSlack
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The problem it solves

Most owners and finance teams start the day blind, waiting on someone to log into Stripe, the till, and a spreadsheet to piece together what was actually taken. By the time the numbers are reconciled, a slow day or a billing glitch has already cost you a response. This agent does the pulling and reconciling overnight and hands you a clean income summary before you open your laptop.

Who it's for

  • Multi-location retail and hospitality owners
  • Finance managers and bookkeepers tracking daily takings
  • SaaS and subscription founders watching recurring revenue
  • Operations leads responsible for per-site performance
  • Franchise and group operators consolidating several terminals

What it does

  1. 1

    Connect your revenue sources

    During onboarding you link your payment processor (Stripe, Square, SumUp) and your POS/EPOS system (Epos Now, Lightspeed, Clover) via API.

  2. 2

    Map locations and terminals

    Tell the agent your sites or terminals so it can break revenue down per location instead of lumping everything into one figure.

  3. 3

    Pull yesterday's transactions

    Each morning the agent reads the prior day's aggregated transaction data from every connected source for a stated time range.

  4. 4

    Reconcile and total

    It combines processor and POS figures into a single total plus a per-source breakdown, transaction count, and average transaction value.

  5. 5

    Compare against baselines

    Revenue is measured against the prior day, the same day last week, and a 30-day average to put the number in context.

  6. 6

    Flag anomalies and gaps

    Anything more than 15% above or below the norm is flagged, along with refunds, voids, and any source that failed to sync.

  7. 7

    Deliver and archive

    The summary lands in email, Slack, or both at your chosen time, and a dated copy is saved for historical trend analysis.

  8. 8

    Send a Monday week-in-review

    On Mondays it adds a 7-day total, best and worst day, and a week-over-week comparison.

Key benefits

  • See yesterday's reconciled revenue before you start the day, no manual report pulling
  • Spot slow days or billing issues early with automatic 15% anomaly flags
  • Understand performance per location or terminal instead of one blended total
  • Trust the numbers with prior-day, same-day-last-week, and 30-day comparisons built in
  • Keep a dated archive of every report for trend analysis and bookkeeping
  • Get an honest picture, with missing-source gaps called out rather than hidden

Sample use cases

A cafe group runs five sites on Square and Epos Now and the owner wants one number each morning.

The agent reconciles both sources, delivers a combined total with a per-site split, and flags the one location that dipped 20% below its weekday average.

A subscription business needs to watch recurring revenue without logging into Stripe daily.

The agent pulls Stripe charges every morning, reports the total and transaction count, and surfaces any unusual swing against the 30-day baseline.

A bookkeeper closes the prior week and needs a clean week-over-week view.

Monday's digest arrives with the 7-day total, best and worst day, and week-over-week change, ready to drop straight into the books.

A POS terminal silently fails to sync overnight at one branch.

Instead of quietly under-reporting, the agent delivers what it has and clearly labels the missing source so the gap gets investigated.

Key integrations

  • Stripe

    Payment processor read for aggregated charge and revenue data via API.

  • Square

    Payment processing and POS source for in-person and online takings.

  • SumUp

    Card payment processor used for transaction totals.

  • Epos Now

    EPOS till system providing per-terminal sales data.

  • Lightspeed

    POS platform for retail and hospitality transaction reporting.

  • Clover

    POS system feeding location-level sales figures.

  • Slack

    Delivery channel for the daily income summary.

  • Email

    Delivery channel for the morning digest and weekly review.

The agent is built to report facts rather than opinions: it always states the exact time range it covered, leads with the headline number, and keeps each summary short enough to read in about a minute. When one source is unavailable it reports what it has and labels the gap instead of silently under-counting.

Every report is saved as a dated file alongside delivery, so over time you build a clean history of takings you can use for trend analysis, tax preparation, and answering the question of what the best software for revenue reporting looks like for a business with multiple locations or terminals.

Getting started

  1. Import the workspace — Bring the Daily Revenue Digest template into Gamut to set up the agent and its scheduling.
  2. Run the onboarding conversation — The agent-onboarding skill walks you through connecting your processor and POS, confirming locations, and choosing delivery destination and time.
  3. Run a smoke test — Give it a first task to generate a sample report so you see exactly what each morning's summary looks like before the first scheduled run.

Frequently asked questions

What is the Daily Revenue Digest agent?

It is revenue reporting software that connects to your payment processor and POS, reconciles yesterday's sales, and delivers a daily income summary each morning. It also sends a week-in-review every Monday.

Does the agent take any action or move money without my approval?

No. It only reads aggregated transaction summaries and delivers reports. It never moves money, issues refunds, or stores raw card or payment credentials.

Which payment and POS systems does it work with?

It connects to processors like Stripe, Square, and SumUp and POS/EPOS systems like Epos Now, Lightspeed, and Clover via API. During onboarding you can point it at other systems that expose a transaction API.

How is this different from pulling reports manually or using generic reporting software for revenue?

Generic monthly revenue reporting software makes you log in and assemble the numbers yourself. This agent reconciles processor and POS data overnight, compares it to your baselines, flags anomalies, and delivers a finished summary, so there is nothing to pull.

Can it handle recurring or subscription revenue reporting?

Yes. For subscription businesses it pulls processor charges daily and tracks recurring revenue against prior-day, same-day-last-week, and 30-day averages, making it useful as recurring revenue reporting software for spotting swings early.

How much does it cost to run?

The template itself is free to import. You run it inside your own Gamut workspace, and it uses your existing payment processor and POS accounts, so there is no separate revenue reporting subscription.