ROLLER Loss Prevention Audits <-> Excel 365
The IntelliPaaS Integration Pack for ROLLER and Excel 365 helps teams strengthen loss prevention and financial control by automatically tracking high-risk transaction activity. When a Void, Refund or 100% Discount is processed in ROLLER, the integration captures key attributes such as staff name, timestamp, amount and reason then appends the record to a secured Excel 365 master sheet. This creates a consistent audit trail that security and finance managers can review weekly to identify unusual patterns, reduce shrinkage risk and enforce policy without relying on manual reporting.
From $89/month
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Why Deploy This Use Case
Use Case Highlights
Automated exception logging
Creates a consistent record of high-risk transactions without relying on manual reports or screenshots.
Stronger loss prevention controls
Helps identify potential internal theft patterns by centralising void, refund and discount activity for review.
Clear accountability by staff member
Captures staff names and transaction context to support coaching, investigation and policy enforcement.
Faster weekly finance review
Provides a structured weekly-ready dataset in Excel 365 so managers can review trends quickly.
Improved audit readiness
Maintains an accessible audit trail including timestamp, amount and reason to support internal controls.
Reduced manual work and errors
Eliminates copy-paste workflows and ensures critical transaction events are never missed.
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