🤖 Finance AI

Google Chat bot — P&L data assistant for Legacy F&B

✅ Has Access To

• Daily net sales & gross sales
• Year-over-year % by store
• Labor % vs. budget
• SOS (speed of service) averages
• Transaction counts & TPMH
• Digital, breakfast, late-night %
• Inventory variance
• Weekly trends & comparisons
• System-wide & per-market summaries

❌ No Access To

• Employee names or schedules
• HR or payroll data
• Vendor invoices or orders
• Personal information
• Emails or communications
• Topline / other products
• NBC / Toast data
• Real-time data (updates daily)
• Anything outside P&L metrics

📋 Setup Instructions — Google Chat Bot

Create a Google Cloud Project

Go to console.cloud.google.com

Click New Project → name it Finance AI Legacy FB → Create

Enable the Google Chat API

In the project, go to APIs & Services → Library

Search for "Google Chat API" → Enable it

Configure the Chat App

Go to APIs & Services → Google Chat API → Configuration

• App name: Finance AI
• Avatar URL: (optional — use any icon URL)
• Description: P&L data assistant for Legacy F&B
• Functionality: ✓ Receive 1:1 messages & ✓ Join spaces/group conversations
• Connection settings: HTTP endpoint URL
• HTTP endpoint URL:

http://178.156.231.110/api/finance-ai/chat?token=financeai-legacyfb-2026

Set App Visibility

Under Visibility, select "Specific people and groups in your domain"

Add: neal@legacy-cp.com, aneil@legacy-cp.com, ascherr@wendysohio.com, david.grimner@legacy-cp.com

(Or set to your whole domain if preferred)

Save & Find the Bot

Click Save in the Google Cloud Console

In Google Chat, click the ➕ New Chat button → search for "Finance AI" → Start chatting

Note on security: The webhook URL includes a secret token. Anyone with this URL can query your P&L data, so keep it within your team. The bot only reads data — it cannot modify anything.

🧪 Test It Now

Ask a question directly — same response the Google Chat bot gives