Finance agent
Margin, location by location, before month end.
The Finance agent protects the margin: expense reports with photo and approval, food cost by brand and family, spend by supplier, ERP reconciliation and result per location.
What happens today
Petty cash is reported with receipts in an envelope. Food cost is calculated on last month's sales. The ERP says one thing and the storeroom another. The result per location arrives when it can no longer be corrected.
What the agent does
- 1
Reports expenses
Petty cash is reported with a photo of the receipt over WhatsApp; whoever approves, approves from the same chat.
- 2
Calculates food cost
By brand and by family, on the real purchase invoices, not on an estimate.
- 3
Watches prices
When an ingredient's price goes up on the invoice, it warns before it shows in the margin.
- 4
Reconciles
What was received in the location against what the ERP records, and spend by supplier.
What the owner sees
Food cost by brand and family, spend by supplier, pending and approved expense reports, and the differences between the storeroom and the ERP.
Where it's going
The result per location builds itself from sales, purchases and labor cost, with no spreadsheet in between, and arrives before month end.
What it connects to
Your ERP. The Purchasing, Sales and People agents.
Let's talk about how your locations run.
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