Your books, your spend and your stock.
One system, not three you have to reconcile against each other.
Every sale, refund, delivery, expense, repair, invoice and pay run becomes a financial record the moment it happens — with its receipt, its tax and its status — ready for your accountant.
Add-on · $250 per monthIncluded in the free trial
Paid at the checkout — and in that moment, a record.
Most cafés run three systems that don't talk to each other: a shoebox of receipts for what was spent, a spreadsheet for what's in the back, and a card statement for what actually sold. Reconciling them against each other is the job that eats a Sunday night.
This is that reconciliation, done for you. The systems you already run — sales, inventory, payroll, expenses — write the same ledger, not three separate ones, and your part is to review, attach the odd receipt, and hand it over.
Lock the tool, never the record: your financial history is yours whatever your plan.
01 / Written for you
Written by the work itself.
A paid order becomes a sale. A refund becomes a refund. A delivery received in Inventory becomes a purchase, a short delivery becomes a supplier credit, and a pay run becomes payroll.
Expenses and equipment are recorded where you manage them, and land here too.
Nobody re-types a number from one screen into another, so the books can't disagree with what actually happened.
02 / Exactly once
One record per sale. Once.
Each paid order is recorded exactly once, however many times a payment provider tells us about it.
Practice orders from Simulation Checkout are never recorded at all — your books only ever contain real trade.
03 / Status
A status for every record.
Records arrive as needing review. From there each one is missing a receipt, complete, ready for your accountant, exported or archived — so at a glance you know what's done and what isn't.
Filter by type, status or date, open any record, and see where it came from.
04 / Receipts
Receipts and invoices where they belong.
Attach a photo or a PDF of the receipt or invoice to the record it belongs to, with the invoice number, tax category and payment status beside it.
The drawer of paper becomes a list with nothing missing from it.
05 / Export
Ready for your accountant.
Mark records ready, then export them as one file your accountant can open anywhere, headed with what it contains and the dates it covers.
Exported records are marked as exported, so next quarter's handover starts where this one ended.
06 / Yours
Always yours to download.
Download your complete archive — every record, whatever its status — at any time. It doesn't mark anything as exported, so taking a copy never changes your books.
If your subscription lapses, or you stop paying for this add-on, the tools lock but the records don't: you can still open every record and download the full archive. And if you close your workspace, the archive is offered to download as you go.
Your records are always yours.
Recommended devices
Receipts on the phone.
The books on a laptop.
The work writes the records itself, so the only paper left is the receipt in someone's hand. The right device is whichever one catches it before it's lost.
Your phoneCatch every receipt
Attach a receipt or invoice to its record the moment it's handed over — the phone's camera is one of the choices when you attach it. The Missing receipt count shows what's still outstanding.
Any current iPhone or Android phone, in the browser
A laptop or desktopReview and export
Filter, check and mark records ready on a bigger screen, then export the file for your accountant.
A current version of Chrome, Safari or Edge
An iPadAlso works
Every part of Financial Records works on a tablet, in the browser.
Thought through, underneath
One ledger.
The right people.
Why every money flow lands in the same place, and who can see it.
One add-on, three systems, one ledger.
Financial Records, Expenses and Inventory's cost tracking are one system, priced once — not three separate add-ons you'd have to buy and then reconcile against each other yourself.
Sales, refunds, stock, staff costs and expenses all land in the same ledger, so what you took and what it cost you are finally in one place. It's the same record Inventory and Payroll write to, not a copy of it — because switching this on switches all three on together.
Only the people who should.
Financial records are for owners and managers. The rest of your team never sees them.
End of the quarter
Hand it over.
Don't dig it out.
The end of the quarter should be a download, not a weekend.
Start free — no card needed. Print your counter sign, put it beside the till, and see what happens.