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Financial Management/ 04

Every dollar leaves
with a category on it.

Connect the bank and the P&L stops being a monthly surprise. Transactions land categorized, checks print from the same screen, and the books stay tax-ready without a catch-up weekend.

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The index

Everything on the money side.

From the live P&L down to the check you cut for the plumber — this is the whole outbound half of the loop, in the order you touch it.

01

Real-Time Dashboard

See your financial health at a glance with live updates throughout the day.

  • Live P&L overview with net revenue, COGS, and labor costs
  • Critical alerts for cash runway and prime cost thresholds
  • Monthly performance trends with historical comparison
  • Interactive cashflow visualization (Sankey chart)
  • Break-even tracking with daily analysis
  • AI-powered insights and recommendations

02

Bank Account Management

Connect all your accounts securely and see your complete financial picture.

  • Secure connections via Stripe Financial Connections
  • Real-time balance sync across all accounts
  • Multi-account support (checking, savings, credit)
  • Total balance aggregation across institutions
  • Banking snapshot on your dashboard

03

Transaction Management

AI-powered categorization and bulk management tools save hours every week.

  • Automatic daily transaction import
  • AI-powered category suggestions based on patterns
  • Bulk categorization with one click
  • Smart rules for recurring transactions
  • AI scanning of bank statements and expense invoices
  • Search and filter by payee, amount, date, or category
  • CSV and PDF export for accountants

04

Chart of Accounts

Pre-configured for restaurant operations with full customization options.

  • Restaurant-specific category structure
  • Organized hierarchy for revenue, COGS, and expenses
  • Real-time balances for each account
  • Custom account creation for your operation

05

Financial Statements

Generate professional reports for any date range, always tax-ready.

  • Automated Income Statement (P&L) generation
  • Balance Sheet with assets, liabilities, and equity
  • Cash Flow Statement tracking
  • Trial Balance for accounting verification
  • Period comparison across time ranges

06

Outflow Analysis

Understand exactly where your money is going with detailed breakdowns.

  • Spending breakdown by category
  • Top vendor analysis
  • Revenue breakdown by category
  • Unmapped item tracking and alerts

07

Ops Inbox

One feed for everything that needs your attention — nothing slips through.

  • Anomaly alerts for revenue drops and cost spikes
  • Bank-to-POS reconciliation gap detection
  • Uncategorized transaction backlog tracking
  • Unmapped POS items surfaced automatically
  • Work the list, clear the inbox, done

08

Weekly Brief

An AI-written summary of your week, delivered to your inbox.

  • Weekly P&L variance analysis vs prior periods
  • Plain-English narrative of what changed and why
  • Actionable recommendations for the week ahead
  • Emailed automatically — no dashboard required

09

Budget & Run Rate

Set targets and see whether the month is on track — before it's over.

  • Monthly budgets by category
  • Live run-rate projections against targets
  • Variance tracking as the month unfolds
  • Catch overspend mid-month, not at month-end

What changes by the end of the month.

  • 01Know your profit daily
  • 02Tax-ready reports always
  • 03Hours saved on bookkeeping
  • 04AI-powered categorization
  • 05Bank-level security
  • 06Real-time bank sync
  • 07Accountant-ready exports
  • 08Multi-account support

Connect the bank. Watch it sort itself.

Two minutes to link an account, and the categorizing starts on the first transaction that clears.

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