Expense Tracking by Vendor and Category
- No digging through bank statements to find vendor spend.
- Expenses grouped by category (COGS, marketing, labor, rent, software, etc.) with running totals
- Spot immediately if a vendor's spend is climbing unexpectedly or a category is drifting above target
- For franchise systems: see vendor spend by location to catch off-network purchasing the same day it happens.
Location-by-Location Performance Tracking
- Revenue, expenses, and margin for every location displayed in a single comparable view
- Covenant compliance visible at a glance
- Sort or filter by any metric to surface your best and worst performers instantly.
- No more waiting for each location to submit reports in different formats.
Automated Benchmark Alerts
- Custom benchmark thresholds set for each client. COGS %, labor %, marketing spend, margin targets: whatever you need to run your business.
- Alerts fire automatically when any metric at any location breaches a threshold
- See the flag, the metric, the location, and the deviation — all in one notification
- No manual review required — the system surfaces problems so you don't have to go looking for them.
Sales Insights
- Revenue and margin broken down by individual service line, product category, or revenue stream.
- See which offerings are your most profitable, and which are quietly dragging down your overall margin
- Updated in real time — not at year-end when the decisions are already made
- Particularly powerful for professional services, healthcare practices, and manufacturers with multiple product or service lines.
- Use this view to make smarter decisions about where to invest your time, staff, and marketing spend.
Balance Sheet Health
- Current cash position across all connected accounts updated live, not at month-end.
- Current liabilities tracked and live - no surprises.
- Net Working Capital tracking and auto-flags for amounts that are beyond tolerable thresholds.