Financial Reporting

Harness real-time data to optimize cash flow and enhance the accuracy of your budget and operational goals.

Woman working at table with documents and financial reports

Back Office – Accounting – Financial Reporting

Our comprehensive financial dashboard empowers operators to quickly identify trends, adjust budgets, and maintain profitability. Detailed reporting enhances strategic planning and forecasting, supporting your restaurant’s growth and competitive advantage. 

Tailored Financial Reporting for Restaurants

With our financial reporting, restaurants get better visibility, real-time performance metrics, and the tools they need to make better decisions.

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Enhanced Financial Visibility

Leverage industry-specific financial statement layouts for actionable insights and clarity into every aspect of your restaurant’s financial health. 

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Timely Performance Monitoring

Unleash the power of real time data! Our weekly financial packages arm operators with the data needed to make faster, more informed decisions that directly increase profits.  

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Strategic Planning

Through our robust financial dashboard, operators can easily view historical metrics to build out more accurate budgets and increase the precision of their forecasting!

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Streamlined Multi-Unit Management

Easily view unique store performance across multiple operations and leverage drill-down dynamic reporting to understand how your financials impact daily operations – all the way down to the guest check! 

Precision for the future – make informed decisions

Weekly Financial Statements

Receive timely financial analyses through intuitive reporting, including P&L, trial balance, balance sheet, and cash flow statements. Weekly updates empower proactive management, ensuring you operate at peak financial performance!

Financial Reporting - Weekly Financial Statements
Financial Report

Multi-Unit Financial Consolidation & Comparisons

Compare data performance across multiple units with side-by-side financial reporting, then drill down from the Multi-Unit Financial Summary to identify meaningful KPIs within guest checks, inventory items, purchasing details, and general ledger distribution.

More features to simplify financial insights

Track, analyze, and report with ease for better decision-making and control

Chart of Accounts

Customizable Chart of Accounts

By customizing accounts, you can accurately track income, expenses, assets, and liabilities according to your unique business structure and priorities. This flexibility enables clearer insights into financial performance and streamlines reporting processes to foster informed decision-making. 

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Budgeting & Forecasting

Utilizing machine learning and historical data for precise projections, our budgeting & forecasting facilitates better anticipation of financial trends to align strategies with market conditions. This strategic planning helps you to optimize resources, mitigate risks, and achieve your financial goals.

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Comparative Accounting Cycles

Review trends within budgets, forecasting, and financial analysis with an accounting cycle that works for your business: 13 period, 445 or 544.

Other accounting features you might be interested in

Data Analytics

Leverage data to inform operational decisions for success.

Cash Management​

Monitor and maintain cash flow for maximum profitability.

Cash Management Report

Book a demo

Ready to unlock the full potential of your financial reporting? Our advanced reporting tools provide the insights you need to optimize spending, track trends, and enhance profitability. See how our reporting features can transform your financial management. Book a demo today!

Celebrate our site launch!

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3 Months Free Bookkeeping

Sign up for any accounting package before 2025 and enjoy this limited-time offer.