Dig deep with all your financials in one place.
Interactive Profit and Loss and Balance Sheets allow you to view your monthly financials with ease and flexibility while metrics like daily sales and cash, non-financial KPIs, and historical revenue vs. expenses give you quick, at-a-glance insights. With the Multi-Factor Authentication security layer, rest easy knowing your data is highly secure.
Drill into all of your monthly financial reports, whenever you need them.
See how your locations are performing in key non-financial metrics with brand-specific Key Performance Indicators.
Stay on top of key metrics
Compare all of your locations' financials in detail
Compare your locations’ financials with our multi-unit financial reports, featuring instant drilldown so you can see every line item that makes up a category on your P/L.
View and update your financial
transactions across locations
We use a combination of people and machine learning to code transactions properly. Unknown transactions are flagged so you can quickly and easily tell us where to code them.
Understand your financial performance
Financial benchmarks in key categories let you know if you’re on the right track, and where you can cut costs or invest capital.
Leverage historical data into future planning
The Cash Forecasting feature uses historical data and scheduled inflows and outflows of cash to project cash balances 7 or 30 days into the future to make sure you always have enough cash on hand.