Financial Management

Know Your Numbers.
Every Single Day.

Stop waiting weeks for financial reports. See your real P&L, track every transaction, and keep your books tax-ready automatically.

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

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

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
  • Search and filter by payee, amount, date, or category
  • CSV and PDF export for accountants

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

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

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

Key Benefits

Transform how you manage your restaurant operations

Know your profit daily
Tax-ready reports always
Hours saved on bookkeeping
AI-powered categorization
Bank-level security
Real-time bank sync
Accountant-ready exports
Multi-account support

Get Financial Clarity Today

Connect your bank accounts and start seeing your real profits in minutes, not weeks.

14-day free trial · No credit card required · Cancel anytime