Financials
Know your numbers to the minute
Bookkeeping + Numbers
Full bookkeeping plus a live numbers dashboard that shows your P&L in real time — not at month-end. The what-if calculator lets you model any decision before you make it. Francine runs it all.
Your menu is hiding
$40K. Find it.
The Numbers tab classifies every item on your menu using the Boston Matrix — Stars, Puzzles, Plowhorses, and Dogs. You'll see at a glance which items are making you money, which are costing you, and exactly which ones to cut, price up, or feature.
Most restaurants have no idea which items are actually profitable. The Menu Engineering tab tells you in seconds — with every item ranked by margin and popularity so you know where to focus.
The What-If Calculator
Drag sliders to model any scenario before you commit to it. Raise a menu price $2 — see how it affects your P&L. Cut a shift — see the labor savings vs. revenue risk. Add a new vendor — see the cost impact. Model first, decide second.
- Price adjustment modeling
- Labor vs. revenue scenarios
- Food cost target simulation
- New hire ROI calculation
Vendor Intelligence
Francine tracks every price change across your vendors and shows you exactly where you're overpaying. One of our restaurants discovered $5,183 in unnecessary annual spend just from vendor price drift — money that went straight back to profit.
- Price change tracking across all vendors
- Flags when costs exceed market rates
- Annual savings projections per vendor
- Compare vendor pricing side by side
Everything in Financials
Bookkeeping and live numbers — two modules working as one
Banking Integration
Forward your bank statements directly to your OwnerClone vault email. The system reads them, categorizes every transaction, and keeps your books current without manual entry.
Invoice Management
Snap or forward invoices and they land in Bookkeeping automatically. Claude reads them, extracts the vendor, amount, and GL code, and queues them for your review.
Bank Reconciliation
Match your books to your bank statement with one tap. Every transaction flagged, every discrepancy surfaced. Month-end reconciliation that used to take hours now takes minutes.
Profit & Loss
A full P&L that updates in real time — not at month end. See your revenue, cost of goods, labor, and overhead at any moment. Know if you're profitable today, not 30 days from now.
Reality Tab (Live Numbers)
Your real numbers right now. Revenue vs. target, food cost %, labor %, prime cost — all live. No waiting for accounting. The moment something moves outside your targets, you'll know.
Menu Engineering (Stars, Puzzles, Plowhorses, Dogs)
Every menu item classified by margin and popularity. Stars (high margin, high sales), Puzzles (high margin, low sales), Plowhorses (low margin, high sales), Dogs (cut them). See your menu's profit engine at a glance.
What-If Calculator
Model any decision before you make it. Drag sliders for price changes, labor cuts, menu adjustments, or cost increases. See exactly how each change affects your bottom line — before you commit.
Vendor Intelligence & Network Pricing
Know what your vendors are actually costing you. Francine tracks price changes across every vendor and benchmarks them against the OwnerClone network — so you know if you're paying market rate or getting overcharged. One restaurant found $5,183 in annual overpayments in the first week.
Ask Francine
Francine is your AI financial manager. Ask her about your P&L, cash flow, why your prime cost is up, or whether you can afford a new hire. She knows your numbers better than anyone on your team.
The Buying Intelligence
of a 500-Location Chain.
McDonald's knows exactly what chicken breast should cost in every market in America. They have teams of analysts, commodity trackers, and decades of pricing data. That's why they always negotiate from strength.
As the OwnerClone network grows, every restaurant's ingredient costs and vendor pricing feeds a shared intelligence layer. The more restaurants on the platform, the more precisely Francine can tell you: you're paying 11% above market on ground beef. Here's what to say to your vendor.
Without OwnerClone
Your Sysco rep calls. Chicken breast went up $0.40/lb. You say okay because you have no idea if that's real or not. Over a year, that's thousands of dollars in unverified price increases.
With OwnerClone Network Intelligence
Francine sees the increase. She checks it against network pricing. Chicken is only up $0.18/lb across the network. She flags the $0.22 discrepancy and drafts the pushback email for you.
This intelligence compounds. Every new restaurant on the platform makes every existing restaurant smarter.
Meet Francine
Your AI Financial Manager
Francine lives in your Financials module and knows every number in your operation. Ask her why your prime cost is up, whether you can afford to hire, what your cash position looks like next month, or which vendors are eating your margins. She responds in plain English and backs it up with your actual data.
Your books are behind.
Francine catches you up.
Start your free trial. Financials included. All 8 modules included. No add-ons.