Modules

One core. Add what
your business needs.

Every setup starts with the core records room. Modules switch on from there — free for founding businesses, no per-seat fees, and everything below follows the same rule: the AI reads, code decides, every number cites its page.

Core · always included

The records room

The nightly run everything else rides on. Paper goes in a folder; verified books come out by morning.

Nightly intake — pickup folder or drag-in page; scans, photos, PDFs, exports
Verification belt — code checks every number against the page
Review board — anything unproven is held for your eyes, one click to resolve
Action queue — every finding remembered until you mark it handled; nothing nags twice
Ask the files — plain questions, answers with the source page cited
Tap any number — it opens the rows behind it, how it was counted, and the pages it came from; two taps from any figure to its source
Card numbers masked — stripped out of the text we store and the filenames we keep; your originals stay exactly as you handed them over
included in every setup
nightbooks — review board
Held for your eyes — 3
Garden State Dairy Co-opDUPLICATE
same invoice number as Aug 14 — already paid
$116.00
Palisade Provisions Co.NOT OURS
bill-to names a different business
$402.90
espresso-machine-quote.pdfQUOTE
page says "this is a quote" — not payable
$4,850.00
Cleared overnight
the review board: what the belt refused to guess at — illustrative figures
Module · Finance

Cash & money movement

Where the money went, what leaks, and who owes you — flagged before payment, not discovered after.

Live ledger — money in, out, net; one view for last night, one for everything
Leak watch — duplicates, double-pays, price creep, pack-size shrink, card-fee drift
Collections — aging book with ready-to-send chase drafts
Ready to send — chase and dispute drafts, one tap to your mail app
Cash calendar — bills due next 7 and 30 days, by day; reading due dates off your own bills is the next buildIN THE DEMO
Drawer counts — opening float against closing count, each close read against the one before, straight off the phone count sheet. Trend only, and the card says so: without the POS Z-report cash line there is no expected-cash figure, so it never claims the drawer is over or shortTREND ONLY
nightbooks — finance
Due next 7 days
$18,412
9 bills
Overdue to you
$4,180
1 customer · 31 days
Net this month
+$21,388
arithmetic, not estimate
Leaks caught this month
Duplicate delivery billHELD
same vendor, same amount, same week — the second one never got paid
$318.00
Card fees above sticker
4.3% effective vs 2.60% quoted
$212 / mo
the finance view: due, owed, and what almost slipped through — illustrative screen; the live demo shows the real rows
Module · Supply chain

Stock & ordering

The shelf, the orders, and — when your sales flow in — exactly where stock went and what the gap cost.

Inventory — counts, waste log, shrink alerts, on-hand value
Reorder desk — below-par alerts with draft purchase orders costed from the vendor's own last invoice
Phone count sheet — staff count the shelf in a couple of minutes; blind by design, no costs shown
Recipe variance — what sales say you used vs. what the count found, in dollars
Vendor watch — per-vendor price history and ghost vendors; quoted-vs-invoiced drift waits on quotes or purchase orders being on file
Vendor book — spend share by vendor and dated price drift per ingredient, read straight off the purchase invoices
Price check — what you pay vs a reference basket; the basket is illustrative, not peer dataIN THE DEMO
Ingredient exposure — what each ingredient actually costs you a week, and what a 10% move on it would cost
Days of cover — on-hand divided by the current sales pace; fresh items on standing delivery run thin by design
Try it in the live demo →
nightbooks — stock room
Where stock went — count vs. expected
12 oz cups
expected 2,100 · counted 1,930
$120.36
Whole milk
expected 166,130 ml · counted 126,500
$37.89
Order today
House blend beans
Raritan Roast Works · 3-day lead
5 × 5-lb bag
Price drift — first invoice vs latest
Single-origin espresso
$0.0419 → $0.0478 / g since June
+14.2%
Mango puree
first invoice on record vs the latest, both dated
+11.6%
Days of cover — at the current sales pace
Whole milk
standing delivery · $228.58 / wk of exposure
0.5 days
Sweetened condensed milk
a pace reading, not a reorder signal
2.8 days
Single-origin espresso
$622.88 / wk of exposure
6.7 days
recipe variance and the reorder desk — the desk half of a manager · illustrative screen; the live demo shows the real rows
Module · Accounting

Books, tax & reporting

What your accountant wishes you handed them — current, cited, and already sorted.

The accounting desk is sold in two halves: your morning memo and your monthly and year-end exports come with the core; the reports and the accountant pack are part of Finance & Accounting. There is no separate Accounting line on the price sheet.

Morning memo — the narrated daily brief; every number belted, every line cited
Sales-tax position — collected-but-not-yours set-asides, filing deadlinesNJ TODAY
Management report — revenue, supplies, payroll, fixed costs, operating net — printable
Accountant pack — item economics + purchase ledger as clean CSVs, one click
Compliance calendar — licenses, policies, certificates, dated; reading those dates off your own documents is the next buildIN THE DEMO
nightbooks — morning memo
Monday · June 8 · 7:00 a.m.
Due this week — $18,412 across 9 bills
Coast Line Grocery owes $4,180, 31 days late
Sales tax held for NJ — $2,912, ST-50 due the 20th
Duplicate delivery bill caught before payment
an example memo — illustrative screen; the live demo shows the real rows · lands by email at 7 a.m. once your address is on file, no app, no login
Module · Insights

KPIs & the manager view

One screen answering "is the shop healthy" — every figure arithmetic over documents and counts.

Manager view — revenue, ingredient cost %, variance, reorders, held items
Manager’s notes — profitability moves in plain English; every number is checked against its page or the sentence is dropped
Where it hurts — the three places money is leaving this period, ranked by dollars, each with the reason it hurts and the one thing to do about it
Value ledger — dollars caught since onboarding, cumulative, drillable
Advice that grades itself — every acted-on play measured before/after; keeps the wins AND the misses
What-if simulator — raise a price on screen before you raise it on the menu; plain-English asks answered on our machine, math by code
Item economics — margin and profit per menu item, job, or client
Trends — price and flow movements over time, cited to invoices
Category trends — a nine-week revenue trajectory per menu category, first week measured against the last
Standing KPI board — the eight numbers a cafe manager keeps in their head, held against your own budget: prime cost, ingredient %, labor % (base only — tips are pass-through), revenue and items per week, average item price, waste vs budget, and the value ledger’s paceCAFE SET
KPI boards for other trades — revenue per chair, margin per job; the cafe set above is the only one builtSOON
Try the manager view live →
nightbooks — manager view
Revenue / wk
$12,326.50
1,797 drinks
Ingredient cost
21.5%
recipe-based
Count variance
$142.54
this week
Drink economics — top of the board
Latte - Regular
margin $4.83 · 161 / wk
$779.11 / wk
Price creep — caught across invoices
Single-origin espresso+14.2%
Hudson Bean Collective · $0.0419 → $0.0478 per g
$728.71
Mango puree+11.6%
Tropico Foods NJ · $0.0095 → $0.0106 per ml
$49.50
the numbers a $55k manager would keep — computed nightly
Module · Banking IN THE DEMO

Reconciliation & runway

Every line below runs end to end on the demo cafe’s books. A real client needs a bank feed or a nightly statement drop of their own before any of it is their money.

Bank reconciliation — every line tied to a settlement or invoice; the unmatched flagged for a person
Budget vs. actual — you set targets, drift shows green or red by whether it favors you
13-week cash forecast — bills on their due dates, flat-average flows
Operating cover — cash on hand as weeks of supplies, payroll, and rent
Bank-feed ingestion — nightly statement drop-ins for live booksSOON
Try it in the live demo →
Module · Payroll IN THE DEMO

Payroll watch

Every line below runs end to end on the demo cafe’s books. A real client needs their own pay stubs landing nightly before any of it is their people.

Pay by person — base wages, tips and take-home per person per week, averages and totals
Tip breakdown — base vs tips per person; tips are pass-through, never shop cost
Labor cost % and prime cost — base wages against revenue; ingredients + labor, the number that decides a cafe
Prime cost trend — that same number week by week, against each week's own revenue; tips are pass-through and never enter it
Anomalies held — a pay run far off that person's own history gets flagged, not buried
Payroll document flow — stubs from your payroll provider, read automaticallySOON
Try it in the live demo →

Not sure which modules?

Start with the Overnight Audit — hand us a box of paperwork, see your books tomorrow. The modules your business needs are usually obvious the next day.

Book a call →
or call or text (732) 894-6348
Parth answers these himself, within one business day. If you don't hear back in that time, call or text — a message that went missing is our problem to fix, not yours to wonder about.