Overview
Budgets, daily POS sales entries, labor and food expenses, and forecast overrides — operational finance that connects to what happened on the floor, not a spreadsheet emailed on Tuesdays.
Key capabilities
Daily sales & tenders
POS-category and payment-mix entries by location and day.
Budget tracking
Labor, food, beverage, and other categories by period and store.
Forecast overrides
Manager adjustments with reason codes for labor and sales planning.
Owner roll-up
Multi-location P&L signals without waiting for accounting close.
Example workflows
- Daily sales seeded from POS → budget variance dashboard → owner review
- Labor accrual from scheduling → compare to labor budget
- Vendor invoice approved → expense categorized → rolls into location view
Product preview
Built for
ControllersOperating partnersGeneral managers
Connects with
Finance is one module on a shared tenant — locations, people, and audit trails flow between modules without exports or duplicate entry.
Outcomes
- Daily visibility instead of month-end surprises
- Location managers see their own numbers
- Owners compare stores on the same chart of accounts
See Finance in a live demo
We walk through real workflows, multi-location setup, and how this module connects to the rest of your operation.