Financial visibility across every location
The challenge
A growing multi-unit food & beverage brand was flying blind between accounting periods. Sales, labor, and cost data lived in separate systems, so owners could not see how any single location was really performing until the books were reconciled weeks later.
What we built
We connected their point-of-sale, payroll, and QuickBooks accounting into one agentic pipeline. Agents pull the numbers every day, reconcile them against the books, and surface a plain-language read on revenue, margin, and labor for each location — plus a forward forecast owners can staff and prep against.
Outcomes
- Daily profit-and-loss visibility per location instead of waiting for month-end close
- Bookkeeping reconciliation cut from days of manual work to minutes of review
- Forward revenue forecasts that drive staffing and prep decisions