Lightspeed Restaurant Features
General Ledger (3)
Journal Entries
Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.
Tags / Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.
Audit Trail
Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record
Accounts Receivable (3)
Invoice Customization
The layout of the invoice template is fully customizable and you can add or remove fields.
AR Automation
Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.
Collections Automation
The system automates the dunning process to help drive collections
Accounts Payable (9)
AP Automation
Steamlines data entry by auto populating recurring or predefined vendor values
Payment Processing
Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Purchase Orders
Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Purchase Order Management
Create, send, and track purchase orders and their statuses
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Electronic Payments
Electronically collect payments for goods or services
Electronic Payments
Electronically collect payments for goods or services
Credit Card Processing
Accept and process credit card transactions
Other Functionality (12)
Inventory Tracking / Ordering
Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Inventory Pricing and Costing
Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Customizable reporting allows insight into usage of inventory and services.
Multi-Entity / Consolidation
Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations
Recognition Rules
Automates recognition of revenue and expenses by defining recognition rules.
Reconciliations
Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll
Time and Expense
Automated time and expense capture, tracking, approval, reimbursement and reporting
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Status Tracking
Track the status over time for a request, process, asset, or transaction
Budget Tracking
Track actual spending to ensure it's in line with the planned budget
Reporting & Analytics (6)
Financial Statements
General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Custom Reporting
Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer
Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios.
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Financial Reporting
Generate reports to assess the financial performance of an organization
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Platform (7)
Customization
Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Mobile Access
Access software remotely via mobile devices
Integration (7)
Data Import and Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Accounting Integration
Integrate with a third-party accounting system
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Administration (17)
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Menu Building
Creating a menu within the platform for servers to input orders or for online ordering.
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Inventory Management
Tools to track restaurant inventory in order to make accurate purchasing decisions and avoid spoilage.
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Employee Scheduling
Tools to create work schedules for your employees.
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Accounting
Tracking revenue and expenses within the platform.
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Reporting & Analytics
Reporting and analytics on a variety of data and metrics.
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Loyalty Management
The ability to create a loyalty program to offer coupons or discounts to frequent customers or to lure back infrequent customers.
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Layaway Management
Purchasing method in which a consumer places a deposit on an item for later pick-up when they come back and pay the balance
Delivery Management
Manage order deliveries until they are received by the customers
Real-Time Reporting
Active reporting of data and metrics
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Accounting
Tools to track finances and expenditures.
Reporting & Analytics
Tools to visually express data and help users derive useful insights from said data.
Inventory Control
Tools to manage a business' inventory of kegs, bottles, and brewing supplies.
Website Builder
The ability to create and manage a custom website for the brewery.
Quality Control
Ensure that quality requirements and standards are met across production processes
Meal Service (28)
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Payment Gateway
The ability to proces credit card payments within the platform.
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Table Management
The ability to see all the tables in a restaurant, their availability, and the status of their orders.
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Check Adjustment
Adjusting or splitting checks to reflect discounts or refunds.
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Kitchen Tickets
The ability to send order tickets to the kitchen to either be printed or appear on a screen.
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Takeout & Delivery
Tools to help create an online ordering service for delivery and takeout.
Receipt Management
Upload, track, and submit receipts in a central database
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Purchase Order Management
Create, send, and track purchase orders and their statuses
Returns Management
Track and facilitate returns of products sold
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Recipe Management
Store recipes, enable recipe modification, and generate data required for production records
Reservations Management
Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event
Tips Management
Capture and record the tips received by servers and manage their distribution between all types of workers in a restaurant
Bar Tab Management
Pre-authorize credit cards to run the total charges that guests accumulate throughout their time at bars
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Cash Management
Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Kitchen/Menu Management
Allows users to view inventory and build a menu that's appropriate
Partial Payments
Allow customers to make a partial payment on an invoice and track remaining debt
Stock Management
Manage the buying, selling, and holding of stocks
Pricing Management
Tool used to determine accurate pricing and product eligibility for borrowers
Price/Margin Management
Track and manage the profit margin between the cost of a product and its selling price.
Split Checks
Distribute a bill into multiple payers according to the proportion suggested by the payers
Brewing (15)
Recipe Tracking
The ability to log recipes and adjust them for future batches.
Task Management
The ability to assign various tasks to employees and track their status.
Production Management
Tools to monitor brewing equipment and manage QA tasks to ensure adherence to food safety regulations.
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Production Tracking
Track the production of materials and items over certain periods or seasons
Delivery Tracking
Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
Price/Margin Management
Track and manage the profit margin between the cost of a product and its selling price.
Supply Chain Management
Manage the planning and execution of supply chain activities
Cask Management
Distribution Management
Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Inventory Management
Track and manage inventory levels to maintain proper supply
Recipe Management
Store recipes, enable recipe modification, and generate data required for production records
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Purchase Order Management
Create, send, and track purchase orders and their statuses
Distribution (3)
Supply Chain & Logistics
The ability to track and manage shipping and other distribution methods.
Sales Tools
Tools to track and aid sales staff, such as CRM features.
Marketing Tools
Tools to help users create and distribute marketing materials, as well as track the success of marketing efforts.
Platform Basics (4)
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Real-Time Reporting
Active reporting of data and metrics
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
Back Office (6)
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Built-in Accounting
Accounting functionality within the system, not requiring integration with third-party tools
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Employee Management
The ability to manage employee schedules, payroll, or onboarding.
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Real-Time Analytics
Analyze and gain insights into data in real-time
Stock Management
Manage the buying, selling, and holding of stocks
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Front of Office (11)
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Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
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Table Management
The ability to see which tables are free and which are occupied so tables can be assigned customers as they arrive.
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Kitchen Ticketing
Tools for the kitchen to receive customer orders via tickets so they can be prepared and delivered to the proper table.
Reservations
The ability to reserve tables in advance so the restaurant is not overbooked at the time of the reservation.
Purchase Order Management
Create, send, and track purchase orders and their statuses
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Wait List Management
Record, update and manage waiting lists
Reservations Management
Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event
Kitchen/Menu Management
Allows users to view inventory and build a menu that's appropriate
Platform Data (2)
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Dashboard
Has a centralized dashboard for users to interact with
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Cash Flow (3)
Track Cash Flow
Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.
Income and Expenses
Add one-time or recurring cash flow items and add line items for each payment or deposit.
File Exports
Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
Budgeting & Forecasting (4)
Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios.
Data Import
Import trial balance, monthly P&L, balance sheets, and other types of financial data
Versioning
Keeps track of all versions of a budget and allows users to compare versions
Historical Data
Forecasting is based on past transactions and historical financial or operational data
Revenue (3)
Revenue Types
Supports multiple types of revenues, such as recurring and transaction based
Revenue Allocation
Allows users to allocate revenues to various business entities or departments
Scheduling
Automatic scheduling to ensure that revenue is recognized at the proper time
Payroll (4)
Direct Deposit
Automatically deposits paychecks into employees' bank accounts.
Check/W-2 Printing
Allows administrators to print valid paychecks and W-2 forms.
Tax Calculation
Calculates taxes due and may include resources or tools for federal and state tax compliance.
Reporting and Dashboards
Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.
Generative AI (4)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI (27)
Data Extraction
Uses AI to automatically input data from receipts, invoices, and other documents
Invoice Processing
Uses AI to generates, send, and track invoices
Expense Management
Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns
Fraud Detection
Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time
Tax Compliance
Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns
Support Chatbots
Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports
Bank Reconciliations
Uses AI to match transactions recorded in the accounting system with those in bank statements
Report Generation
Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business
Customizable Alerts
Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances
Predictive Analytics
Uses AI to analyze data to identify trends and make predictions
Receipt Management
Upload, track, and submit receipts in a central database
Workflow Management
Create, design and manage workflows for repetitive tasks
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Tax Management
Implementation of various strategies to manage tax obligations via planning and maintaining compliance
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Cash Flow Management
Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
Cash Management
Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Real-Time Data
Receive data and information in real time
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Credit Card Processing
Accept and process credit card transactions
Financial Consolidation & Close Management
Bring together financial information by collecting data from multiple ledgers and close financial processes
Transaction Management
Manage, record and track all business exchanges in form of money and its related interactions in the system
Mobile Applications - Accounting (14)
Cloud Integration
Enables synchronization of accounting data across devices in real-time
Notifications
Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines
UI
Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables
Offline
Allows users to view and update certain data without an internet connection
Expense Tracking
Allows users to capture and upload expense receipts directly from mobile devices
Invoice Management
Enables creation, editing, and sending of invoices
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Inventory Management
Track and manage inventory levels to maintain proper supply
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Activity Tracking
Track and document all activities across devices, networks, and other systems
Document Management
Store, manage, and track all electronic documents in a centralized location
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Notes Management
Allow users to create, edit, and sort multiple notes
Agentic AI - Restaurant Management (9)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Accounting Integration
Integrate with a third-party accounting system
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Accounting (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
AI Assistant - Accounting (1)
AI Accounting Assistant
Provides conversational assistance for accounting tasks, financial data, and product navigation using natural language.
Additional Functionality (275)
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Accounting Integration
Integrate with a third-party accounting system
API
Application programming interface that allows for integration with other systems/databases
Order Tracking
Track orders throughout the fulfillment process
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customer History
Access previous interactions or concerns to maintain customer relationships
Payment Processing
Accept, record, and reconcile financial transactions
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Dynamic Pricing
Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Customizable Reports
Alter the layout and content of reports
Multi-Location
Manage and support multiple locations
For Bars/Clubs
Designed for bars, clubs, nightclubs, etc.
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Credit Card Processing
Accept and process credit card transactions
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Time Clock
Inventory Control
Monitor product stock levels
Product Catalog
Present a catalog of inventory that customers can view
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Customizable Categories
Sales Reports
Reports specific to sales analysis for trends and strategies
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Restaurant POS
Use the built-in point of sale or POS integration to streamline administrative and accounting operations across restaurants
Data Import/Export
Import and export data to and from software applications
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Customer Accounts
Record customer information, purchase history, and other notes
For iPad Devices
Operate/access software on iPad Devices
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Real-Time Data
Receive data and information in real time
For Retail
For Retail Stores
Barcode Recognition
The ability to identify a barcode on or within an image or packaging
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Updates
Receive system updates as soon as any changes are made
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Ordering Automation
Automate order processes to improve operational efficiency in fulfillment, shipping, and more
Retail POS
For retailers
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
For Restaurants
Serves restaurants
Order Entry
Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Mobile Access
Access software remotely via mobile devices
Online Ordering
Tracks and processes online orders
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Time Clock
Order Entry
Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Credit Card Processing
Accept and process credit card transactions
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Mobile Access
Access software remotely via mobile devices
Multi-Location
Manage and support multiple locations
Real-Time Data
Receive data and information in real time
Customizable Branding
Add customized logos and colors to align with company branding
Sales Reports
Reports specific to sales analysis for trends and strategies
Social Promotion
Market event via social media tools
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Billing & Invoicing
Create, manage, and send invoices or bills to customers
API
Application programming interface that allows for integration with other systems/databases
Order Tracking
Track orders throughout the fulfillment process
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Real-Time Updates
Receive system updates as soon as any changes are made
Online Ordering
Tracks and processes online orders
Customizable Reports
Alter the layout and content of reports
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Delivery Tracking
Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
Customer History
Access previous interactions or concerns to maintain customer relationships
Forecasting
Form predictions based on past and present data/trends
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Electronic Payments
Electronically collect payments for goods or services
Multi-Location
Manage and support multiple locations
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Accounts Payable
Track money owed to a company's creditors/suppliers
Fund Accounting
Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)
Quotes/Estimates
Generate quotes or estimates for customers
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Chart of Accounts
A financial statement that lists a company's accounts and details the account type and balance
Project Accounting
Manage and track financials on a project-to-project basis
Encryption
Convert data into a code for security
Accounts Receivable
Track outstanding invoices and the money owed from clients
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Multi-Currency
Manage and handle various international currencies
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Income & Balance Sheet
A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time
Data Security
Protect sensitive data for digital privacy
General Ledger
Centralized accounting record which tracks all financial transactions
Currency Conversion
Change one currency to another based on real-time rates/values
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Estimating
Estimate expected cost based on various factors before a project begins
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Expense Claims
Attaching relevant receipts or supporting documents to submit expenses for reimbursement
Document Storage
Store and organize documents in a centralized system
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Categorization/Grouping
Organize and group data or items based on various criteria
Automatic Billing
Setup and send recurring or automated bills
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
For Distributors
Primarily serving wholesale distribution companies and supply chain industry professionals
Bills of Material
Material list of manufacturing parts and associated costs
Financial Data Protection
Inventory Control
Monitor product stock levels
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Mobile App
Access the system via a mobile application
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
For CPA Firms
Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Cash Flow Analysis
Calculates a company's working capital which is the amount of money a company has available to run its business
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Multi-Company
Manage the accounting and financial aspects of multiple locations or companies in a single location
For Small Businesses
Designed for small businesses
Summary Reports
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Accounting Integration
Integrate with a third-party accounting system
Sales Reports
Reports specific to sales analysis for trends and strategies
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Customizable Reports
Alter the layout and content of reports
Billing & Invoicing
Create, manage, and send invoices or bills to customers
For Breweries
For breweries, wineries, cideries, and craft producers.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multi-Location
Manage and support multiple locations
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
iCalendar Support
Traceability
Track and document the history, application, or location of an item or activity
Real-Time Updates
Receive system updates as soon as any changes are made
Real-Time Data
Receive data and information in real time
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Electronic Payments
Electronically collect payments for goods or services
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Order Entry
Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Time Clock
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Production Management
Manage the end-to-end production process for manufacturing operations
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Delivery Tracking
Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
Data Import/Export
Import and export data to and from software applications
Customizable Reports
Alter the layout and content of reports
Sales Management
Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.
For Bakeries
Software used by Bakery shops and services
Purchase Order Management
Create, send, and track purchase orders and their statuses
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Customer Management
Store and organize information about customers and previous interactions
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Recipe/Formula Costing
Real-Time Reporting
Active reporting of data and metrics
Sales Reports
Reports specific to sales analysis for trends and strategies
Returns Management
Track and facilitate returns of products sold
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Credit Card Processing
Accept and process credit card transactions
Price/Margin Management
Track and manage the profit margin between the cost of a product and its selling price.
Nutrition & Ingredient Labels
List of nutrients or ingredients present in food items
Labor Cost Calculator
Calculate labor costs associated with employing a workforce, including wages, salaries, benefits
Inventory Management
Track and manage inventory levels to maintain proper supply
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Accounting Integration
Integrate with a third-party accounting system
Sales History
Information about revenue from sales of a particular product in the past.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Multi-Location
Manage and support multiple locations
Custom Cake Orders
Order baked goods by combining ingredients and designs according to requirements
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Electronic Payments
Electronically collect payments for goods or services
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Recipe Management
Store recipes, enable recipe modification, and generate data required for production records
Nutrition Analysis
Scientific process of assessing the types, amount & nutritional content, including calories, vitamins & minerals for food/food products
Cash Management
Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Stock Management
Manage the buying, selling, and holding of stocks
Menu Planning
List of food items to serve in any type of meal including main dishes, side dishes, and desserts.
Purchase Order Management
Create, send, and track purchase orders and their statuses
Accounting Integration
Integrate with a third-party accounting system
Multi-Location
Manage and support multiple locations
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Food & Beverage Management
For businesses handling food & beverage operations
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Updates
Receive system updates as soon as any changes are made
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Forecasting
Form predictions based on past and present data/trends
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Branding
Add customized logos and colors to align with company branding
API
Application programming interface that allows for integration with other systems/databases
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Activity Tracking
Track and document all activities across devices, networks, and other systems
Electronic Payments
Electronically collect payments for goods or services
Customizable Reports
Alter the layout and content of reports
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Inventory Management
Track and manage inventory levels to maintain proper supply
Recipe Management
Store recipes, enable recipe modification, and generate data required for production records
Catering Management
Manage catering operations/processes
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Nutrition Analysis
Scientific process of assessing the types, amount & nutritional content, including calories, vitamins & minerals for food/food products
Data Import/Export
Import and export data to and from software applications
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Sales Reports
Reports specific to sales analysis for trends and strategies
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Real-Time Data
Receive data and information in real time
Barrel Management
Manage barrel information such as volume, type, barrel ID, location, etc
Sales Reports
Reports specific to sales analysis for trends and strategies
Production Tracking
Track the production of materials and items over certain periods or seasons
Forecasting
Form predictions based on past and present data/trends
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Wine Club Management
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Real-Time Updates
Receive system updates as soon as any changes are made
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Reports
Alter the layout and content of reports
Customer History
Access previous interactions or concerns to maintain customer relationships
Multi-Location
Manage and support multiple locations
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Inventory Management
Track and manage inventory levels to maintain proper supply
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
For Wineries
Designed for winemaking businesses
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Real-Time Data
Receive data and information in real time
Cellar Management
Track and manage cellar database of beverages, including their aging information, location, and more
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Electronic Payments
Electronically collect payments for goods or services
Warehouse Management
Manage and track operations and inventory within warehouses
Data Import/Export
Import and export data to and from software applications
Vineyard Management
Manage information about vineyards, including design, plantation, and maintenance of grape harvest
Purchase Order Management
Create, send, and track purchase orders and their statuses
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Real-Time Reporting
Active reporting of data and metrics
API (1)
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics (1)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
AI Copilot (1)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations (1)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Contact Management (1)
Contact Management
Manage, organize, and store contact information
Customer Database (1)
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Customizable Reports (1)
Customizable Reports
Alter the layout and content of reports
Inventory Management (1)
Inventory Management
Track and manage inventory levels to maintain proper supply
CRM (1)
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Electronic Payments (1)
Electronic Payments
Electronically collect payments for goods or services
User Management (1)
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Activity Dashboard (1)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data (1)
Real-Time Data
Receive data and information in real time
Electronic Signature (1)
Electronic Signature
Digitally sign online documents
Alerts/Notifications (1)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export (1)
Data Import/Export
Import and export data to and from software applications
Mobile Access (1)
Mobile Access
Access software remotely via mobile devices
Loyalty Program (1)
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Customer History (1)
Customer History
Access previous interactions or concerns to maintain customer relationships
Reporting/Analytics (1)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Access Controls/Permissions (1)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
SSL Security (1)
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Receipt Management (1)
Receipt Management
Upload, track, and submit receipts in a central database
Invoice Management (1)
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Social Media Integration (1)
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Real-Time Reporting (1)
Real-Time Reporting
Active reporting of data and metrics
Employee Management (1)
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Online Payments (1)
Online Payments
Accept and process online payment transactions
Real-Time Analytics (1)
Real-Time Analytics
Analyze and gain insights into data in real-time
Payment Processing (1)
Payment Processing
Accept, record, and reconcile financial transactions
Task Management (1)
Task Management
Create, manage and track all task activities and progression
Customizable Branding (1)
Customizable Branding
Add customized logos and colors to align with company branding
Calendar/Reminder System (1)
Calendar/Reminder System
Notifications/alerts for upcoming events or tasks
Contact Database (1)
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Discount Management (1)
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
eCommerce Management (1)
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Supplier Management (1)
Supplier Management
Manage all supplier data and operations
Credit Card Processing (1)
Credit Card Processing
Accept and process credit card transactions
Multi-Language (1)
Multi-Language
Manage and support multiple languages
SMS Messaging (1)
SMS Messaging
Send messages via SMS
Billing & Invoicing (1)
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Multi-Channel Marketing (1)
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Barcode/Ticket Scanning (1)
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Surveys & Feedback (1)
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Lead Management (1)
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Customer Segmentation (1)
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Interaction Tracking (1)
Interaction Tracking
Track interaction history by documenting conversations for contacts
Search/Filter (1)
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Barcode Recognition (1)
Barcode Recognition
The ability to identify a barcode on or within an image or packaging
Point of Sale (POS) (1)
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Offline Access (1)
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Marketing Automation (1)
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Multi-Location (1)
Multi-Location
Manage and support multiple locations
Customizable Categories (1)
Customizable Categories
For Restaurants (1)
For Restaurants
Serves restaurants
Transaction History (1)
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
QR Codes (1)
QR Codes
Matrix barcode that stores information
Real-Time Updates (1)
Real-Time Updates
Receive system updates as soon as any changes are made
Pricing Management (1)
Pricing Management
Tool used to determine accurate pricing and product eligibility for borrowers
Time Clock (1)
Time Clock
Sales Trend Analysis (1)
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Kitchen/Menu Management (1)
Kitchen/Menu Management
Allows users to view inventory and build a menu that's appropriate
Purchase Order Management (1)
Purchase Order Management
Create, send, and track purchase orders and their statuses
Accounting Integration (1)
Accounting Integration
Integrate with a third-party accounting system
Inventory Optimization (1)
Inventory Optimization
Maintain and control the stock level of inventory
Product Identification (1)
Product Identification
Ability to link barcodes or serial numbers with specific items for identification
Order Tracking (1)
Order Tracking
Track orders throughout the fulfillment process
Email Marketing (1)
Email Marketing
Create and send email blasts/campaigns
Online Booking (1)
Online Booking
Book meetings and appointments through a website or digital platform
For iPad Devices (1)
For iPad Devices
Operate/access software on iPad Devices
Returns Management (1)
Returns Management
Track and facilitate returns of products sold
Inventory Control (1)
Inventory Control
Monitor product stock levels
Order Management (1)
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Website Personalization (1)
Website Personalization
Customize website features
Promotions Management (1)
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Multi-Channel Management (1)
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Commission Management (1)
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Product Catalog (1)
Product Catalog
Present a catalog of inventory that customers can view
Cost Tracking (1)
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Sales Tax Management (1)
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Layaway Management (1)
Layaway Management
Purchasing method in which a consumer places a deposit on an item for later pick-up when they come back and pay the balance
Reservations Management (1)
Reservations Management
Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event
Staff Management (1)
Staff Management
Schedule shifts for staff/employees, track hours worked, and manage staff payroll
Campaign Management (1)
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Stock Management (1)
Stock Management
Manage the buying, selling, and holding of stocks
Dynamic Pricing (1)
Dynamic Pricing
Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.
Sales Order Management (1)
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Customer Accounts (1)
Customer Accounts
Record customer information, purchase history, and other notes
Barcoding/RFID (1)
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Cash Management (1)
Cash Management
Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Sales Reports (1)
Sales Reports
Reports specific to sales analysis for trends and strategies
Mobile Payments (1)
Mobile Payments
Clients can submit payments via mobile devices
SKU/UPC Codes (1)
SKU/UPC Codes
Internal and external product tracking codes
Mobile App (1)
Mobile App
Access the system via a mobile application
Gift Card Management (1)
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Inventory Tracking (1)
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Clock In/Out (1)
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Demand Forecasting (1)
Demand Forecasting
Forecast customer demand using historical insights and simulations
Recipe Management (1)
Recipe Management
Store recipes, enable recipe modification, and generate data required for production records
SMS Marketing (1)
SMS Marketing
Send promotional campaigns or transactional messages via text messages
Item Management (1)
Item Management
Collect, organize, and track inventory/product data including item numbers, descriptions, etc.
Delivery Management (1)
Delivery Management
Manage order deliveries until they are received by the customers
Wait List Management (1)
Wait List Management
Record, update and manage waiting lists
Social Marketing (1)
Social Marketing
Manage campaigns and track engagement for marketing efforts across social media channels
Order Scheduling (1)
Order Scheduling
Schedule an order online for a future time/date
Menu Builder (1)
Menu Builder
Create and edit a list of food/beverage items
Mobile Booking (1)
Mobile Booking
Make reservations on the go through a mobile device
Reviews Management (1)
Reviews Management
Track and monitor reviews of products or services
Custom Pricing Rules (1)
Custom Pricing Rules
Create custom predefined rules for prices for products and services
Ordering Automation (1)
Ordering Automation
Automate order processes to improve operational efficiency in fulfillment, shipping, and more
For Bars/Clubs (1)
For Bars/Clubs
Designed for bars, clubs, nightclubs, etc.
Point of Sale (POS) Integration (1)
Point of Sale (POS) Integration
Integrates with point of sale (POS) systems
Bar Tab Management (1)
Bar Tab Management
Pre-authorize credit cards to run the total charges that guests accumulate throughout their time at bars
Online Reservations (1)
Online Reservations
Make and manage reservations online
Tips Management (1)
Tips Management
Capture and record the tips received by servers and manage their distribution between all types of workers in a restaurant
Special Order Management (1)
Special Order Management
Manage special order requested by a customer
Restaurant POS (1)
Restaurant POS
Use the built-in point of sale or POS integration to streamline administrative and accounting operations across restaurants
Retail POS (1)
Retail POS
For retailers
Partial Payments (1)
Partial Payments
Allow customers to make a partial payment on an invoice and track remaining debt
Table Management (1)
Table Management
Assign waitstaff and coordinate the table services
Delivery Estimate (1)
Delivery Estimate
A note of the expected delivery date and time
For Retail (1)
For Retail
For Retail Stores
Separate Checks (1)
Separate Checks
Generate separate bills for various meals and combos within a complete order
Online Ordering (1)
Online Ordering
Tracks and processes online orders
Split Checks (1)
Split Checks
Distribute a bill into multiple payers according to the proportion suggested by the payers
Retail Inventory Management (1)
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process


