No more shoebox.
Expenses and receipts are recorded as they happen.
Finance
The numbers behind
the counter.
Sales, cash, expenses and accounts in one place, and a profit and loss that is ready when you are, on your laptop or your phone.
- Dashboard
- Expenses
- Profit & Loss
- Payment Accounts
Finance dashboard
Today, this month, at a glance.
Cash position by register, cash versus card, and month-to-date revenue, expenses and net, without building a spreadsheet.
- Cash position per register
- Cash versus card
- Month to date
Expenses
Every receipt, in its place.
Record expenses as they happen, attach the receipt, and file them by category and payment account, so nothing waits for the end of the month.
- Receipts attached
- Categories and accounts
- Ready for your accountant
Profit and loss
A P&L you can read on a phone.
Sales, costs and expenses rolled into a profit and loss for any period, per store or across all of them.
- Any period
- Per store or combined
- Readable on a phone
How it connects
Numbers that fill themselves in.
Finance reads from the modules your team already uses, so the numbers are there when you look.
POS add-on (Clover or Square)Feeds in
With a POS add-on (Clover or Square), sales and payment types arrive as they happen.
CloseoutFeeds in
Counted cash and variances from every closeout.
LotteryFeeds in
Lottery sales, payouts and net revenue.
Stores & AccessAcross stores
Owners see each store on its own, or all of them together.
What it changes
Know where the money went, before month end.
Decide with real numbers.
A current P&L instead of last quarter’s spreadsheet.
Every store, side by side.
Compare locations from one login.
Everything in Finance
The details that matter.
- Finance dashboard
- Cash position per register
- Cash versus card
- Month-to-date revenue, expenses and net
- Expenses with receipts
- Expense categories
- Payment accounts
- Profit and loss for any period
- Per-store and combined views
- Reports readable on a phone
See it with your own store.
A live walkthrough of the modules that matter to you, shaped around your questions.