Turn the books into a monthly plan and a clear conversation about what comes next.
- Financial statements
- Read connected profit and loss, balance sheet, and cash-flow reports. Choose the restaurant, period, and supported accounting basis.
- Account-by-account budgets
- Enter monthly income and expense targets, use the prior month for blank values, or copy a saved plan.
- Budget versus actual
- Refresh posted QuickBooks figures and see dollar and percentage differences, with favorable or unfavorable indicators.
- Month-end forecast
- Update your expected month-end amount for each account and explain changes with notes.
- 3, 6, 9, or 12-month projections
- Compare pessimistic, moderate, and optimistic scenarios using your own assumptions.
- Account-level assumptions
- Hold fixed expenses steady or adjust starting amounts and growth for individual accounts.
- Investor report, PDF & print
- Share visual budgets, actuals, variance drivers, forecast margins, assumptions, and account appendices.
- Saved plans & CSV
- Return to monthly plans scoped to the restaurant and accounting connection; export the account detail.