Source: https://joinfinn.com/integrations/toast

# Toast

## Toast + Finn.

Toast integration with Finn. Toast manages restaurant menus, orders, payments, and location operations through its point-of-sale platform.

Business function: Restaurants and dining.

## What you can do with Toast.

Toast manages restaurant menus, orders, payments, and location operations through its point-of-sale platform.

### Run conversational restaurant ordering

Finn handles menu questions and order capture through a recorded restaurant order.

**Typically handled by:** Order-taking staff or restaurant call center

**Starts when:** A guest calls or messages to place an order.

#### What Finn handles

1. Read the Toast menu, modifiers, item stock, and restaurant availability.
2. Collect selections and pickup or delivery details and confirm the price.
3. Create the Toast order through the restaurant’s order-write connection and complete payment through its payment flow.
4. Send confirmation and kitchen progress updates while staff prepare and fulfill the order.

**The result:** The order is recorded with its payment result and fulfillment details.

### Resolve order problems and guest questions

Finn manages the service conversation around a restaurant purchase.

**Typically handled by:** Customer service team

**Starts when:** A guest asks about a delayed order, missing item, or charge.

#### What Finn handles

1. Read the order, payment, and available kitchen fulfillment information.
2. Explain the current status and collect the details needed to resolve the issue.
3. Coordinate the restaurant’s selected replacement or payment remedy through the relevant service tools.
4. Verify the recorded action and send the guest the result.

**The result:** The guest receives an accurate resolution and the restaurant retains its service history.

### Keep online menus aligned with the kitchen

Finn handles the follow-up and digital updates when menu availability changes.

**Typically handled by:** Menu operations coordinator

**Starts when:** The kitchen reports an item shortage or the restaurant publishes menu changes.

#### What Finn handles

1. Read the current Toast menu and stock records and collect kitchen-issued changes.
2. Update item stock through Toast and refresh menu information in the connected ordering or marketing channels.
3. Notify the service team and offer alternatives for affected new-order inquiries.
4. Check the recorded availability and report any remaining channel mismatch.

**The result:** Ordering channels reflect the kitchen’s current availability and published menu facts.

### Complete the daily sales and payment close

Finn assembles and reconciles the records that restaurant bookkeepers review each day.

**Typically handled by:** Restaurant bookkeeper or accounting agency

**Starts when:** A business day closes.

#### What Finn handles

1. Gather Toast orders, payments, cash drawer events, and sales reports.
2. Match the totals to the connected accounting and payment settlement records.
3. Investigate differences using the original transactions and track the accounting owner’s corrections.
4. Deliver the completed close report with remaining exceptions and responsible owners.

**The result:** The day’s financial activity has a documented reconciliation.

### Coordinate staff records and shift updates

Finn handles the administration behind restaurant staffing changes.

**Typically handled by:** Restaurant manager or payroll administrator

**Starts when:** A manager records a new employee, schedule change, or corrected time entry.

#### What Finn handles

1. Read the manager’s staff, job, location, and schedule instructions.
2. Create or update the relevant Toast labor records through the restaurant’s labor-write connection.
3. Notify affected staff through the connected communication service.
4. Confirm the resulting records and send payroll any required follow-up through its connected system.

**The result:** The staff and shift records reflect the manager’s accepted changes.

### Run loyalty service and guest follow-up

Finn handles the conversations and coordination around the restaurant’s connected loyalty program.

**Typically handled by:** Guest loyalty team

**Starts when:** A diner asks about rewards or enters a loyalty follow-up campaign.

#### What Finn handles

1. Match the guest’s purchase with the connected loyalty provider’s account and rules.
2. Explain the recorded reward activity and collect details for any missing-credit inquiry.
3. Complete the provider’s authorized reward action or relevant ordering flow.
4. Record the result and communicate the updated reward or purchase status.

**The result:** The loyalty question or offer reaches a recorded guest outcome.

### Coordinate gift card service requests

Finn carries gift-card questions through the restaurant’s provider and back to the guest.

**Typically handled by:** Restaurant support or gift card administrator

**Starts when:** A guest asks about a gift card balance or transaction.

#### What Finn handles

1. Match the request to the connected gift card provider and relevant Toast transaction.
2. Explain the recorded balance or redemption and collect evidence for any discrepancy.
3. Run the provider’s service workflow or track its correction decision.
4. Confirm the resulting card or transaction record and send the guest the outcome.

**The result:** The gift card inquiry has a resolved provider result and complete communication history.

### Turn group order inquiries into confirmed restaurant work

Finn handles the administrative conversation for larger orders and recurring business customers.

**Typically handled by:** Catering sales coordinator

**Starts when:** A business or organizer asks about a group meal.

#### What Finn handles

1. Collect the date, guest count, delivery needs, and menu choices and check restaurant capacity with the operating team.
2. Explain the menu and price and obtain the organizer’s final selections.
3. Create the accepted order in Toast and coordinate payment and delivery through their connected services.
4. Send the organizer confirmation and follow the restaurant’s fulfillment updates.

**The result:** The group order is recorded, communicated, and tracked through fulfillment.

### Produce restaurant performance reports with follow-up

Finn turns sales and labor activity into a useful management review.

**Typically handled by:** Restaurant analyst or operations assistant

**Starts when:** The weekly or monthly reporting cycle arrives.

#### What Finn handles

1. Gather sales, menu-item performance, order mix, and labor records for the selected locations.
2. Explain changes and identify the underlying shifts, items, or transactions.
3. Deliver the report through the connected reporting tool and answer management questions.
4. Track the manager’s selected staffing, stock, or menu follow-up with the responsible teams.

**The result:** Management receives a sourced operating report and an accountable action list.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Toast.

Toast requires partner approval and certification. The available actions depend on the permissions Toast grants for the integration.

## Industries

- [Cafes and restaurants](https://joinfinn.com/industries/restaurants): Reservations, catering, guest questions, and daily prep.

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

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