PlatformReports & Bookkeeping

Reports & Bookkeeping

Books that live in the same database as the till.

What it does

Bookkeeping & §280E

Your books live in the same database as the till — trial balance, profit-and-loss, month-close, one login. The QuickBooks Online connection is in build.

  • QuickBooks Online connection — in build; no tenant feed has run through it yet
  • Bank-statement CSV import and matcher: built, no bank line matched through them yet, no live bank feed
  • Trial balance, P&L, and a guided month-close off the same login
  • An optional nightly sweep flags unusual vendor payments: late pay, likely duplicate invoices, round-number ACH

See it

Bookkeeping · month close
Books · §280E

Books that live in the same database as the till.

A guided month-close, a trial balance, and a QuickBooks connection that is in build.

/admin
Good morning
Sample shop · Sun, 8:04a
One login · all of it
Yesterday
$4,820
12%
Tickets
218
vs 4-wk avg
Avg basket
$22.11
3%
Ran overnight
AIDrafted 2 POs · vendor-ranked
Drawers tied out · 1 variance to review
Traceability reconciled · before you file
Needs you today
Low stock3 SKUs below par
POs to approve2 drafts ready
Birthdays5 loyalty members
Daily briefing · your shop at a glance

Try it

Hands-on