Industry-Specific Features

Pre-configured solutions designed for your specific business needs, with the flexibility to customize and extend based on your unique requirements

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Bakeries & Food Service

Complete production and cost management solution

Recipe & Production Management

  • Recipe Costing Engine: Calculate precise costs per recipe with real-time ingredient pricing and yield tracking
  • Batch Production Tracking: Monitor production runs, track actual vs. expected yields, and identify inefficiencies
  • Ingredient Inventory Management: Automated stock tracking with low-stock alerts and automatic reorder points
  • Waste & Spoilage Tracking: Log and analyze waste patterns to reduce costs and optimize production schedules

Financial & Analytics

  • Menu Engineering Analysis: Identify star products, evaluate profitability, and optimize your menu mix
  • Labor Cost Allocation: Track time spent per product or batch to calculate true labor costs
  • Vendor Management: Compare supplier pricing, manage purchase orders, and track delivery schedules
  • Food Cost Analysis: Monitor food cost percentages, set targets, and receive alerts when margins slip

Custom Integrations Available: Connect with your POS system, online ordering platforms, and delivery services for seamless operations

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Churches & Nonprofits

Complete donor management and compliance solution

Donor & Contribution Management

  • Donor Database: Comprehensive profiles with giving history, communication preferences, and engagement tracking
  • Automated Tax Receipts: Generate IRS-compliant donation receipts instantly, with year-end summary statements
  • Pledge Tracking: Monitor commitments, send automated reminders, and track fulfillment progress
  • Recurring Giving Management: Set up automated monthly donations with flexible scheduling and payment options
  • Event & Campaign Tracking: Link donations to specific campaigns, events, or fundraising initiatives

Fund Accounting & Compliance

  • IRS Form 990 Preparation: Built-in forms for 990, 990-EZ, and 990-N with automated calculations
  • Fund Accounting: Track restricted, unrestricted, and designated funds with detailed allocation reporting
  • Grant Management: Monitor grant requirements, track spending against budgets, and generate compliance reports
  • Multi-Campus Support: Separate accounting for multiple locations with consolidated reporting
  • Board Reporting: Executive dashboards and financial packages for board meetings and annual reports

Ministry-Specific Modules: Additional features for volunteer management, membership tracking, event registration, and sermon library integration available

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Auto Repair & Service Shops

Complete shop management and customer service solution

Service & Work Order Management

  • Work Order System: Create, track, and manage service tickets from estimate to completion
  • Vehicle History Tracking: Maintain complete service records for each vehicle with VIN lookup and maintenance schedules
  • Labor Time Tracking: Log technician hours per job with skill-based rate calculations
  • Digital Estimates: Generate professional estimates with parts, labor, and tax breakdowns sent via email or SMS
  • Service Reminders: Automated reminders for scheduled maintenance and follow-up appointments

Parts Inventory & Vendor Management

  • Parts Inventory System: Track stock levels, costs, and markup percentages with automatic reorder alerts
  • Multi-Vendor Pricing: Compare costs across suppliers and identify the best deals for commonly used parts
  • Purchase Order Management: Create and track POs with receiving, partial shipments, and backorder handling
  • Core Charge Tracking: Manage deposits and returns for cores with automatic credit tracking
  • Profitability Analysis: Track actual costs vs. billed amounts for parts and labor to optimize pricing

Shop-Specific Tools: Bay scheduling, technician performance tracking, customer communication portal, and warranty claim management available

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Restaurants & Hospitality

Full-service restaurant financial management

Operations & Menu Management

  • Menu Costing & Engineering: Calculate dish costs, analyze sales mix, and optimize menu profitability
  • Recipe Management: Standardize recipes with portioning, scaling, and nutritional information
  • Inventory Tracking: Monitor stock across multiple locations with par level management
  • Prep List Generation: Automatically create daily prep lists based on projected sales and current inventory

Labor & Compliance

  • Labor Scheduling: Create schedules, track time, and calculate actual labor cost percentages
  • Tip Management: Track and distribute tips with full compliance for pooled and individual arrangements
  • Health Inspection Tracking: Maintain compliance records, inspection history, and corrective action logs
  • Sales Analytics: Track covers, check averages, table turns, and revenue per available seat hour

POS Integration: Seamlessly sync with major POS systems like Toast, Square, Clover, and more for real-time sales data

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Retail & E-commerce

Unified financial management for omnichannel retail

Inventory & Product Management

  • Multi-Channel Inventory: Sync stock levels across physical stores, online platforms, and marketplaces
  • Product Variants: Manage SKUs for size, color, and other variations with individual cost tracking
  • Automated Reordering: Set reorder points and receive purchase suggestions based on sales velocity
  • Consignment Tracking: Manage consignment inventory separately with automated settlement calculations

Sales & Profitability Analytics

  • Product Performance Analysis: Identify top sellers, slow movers, and optimal pricing strategies
  • Margin Tracking: Monitor gross margins by product, category, and vendor with alerts for margin erosion
  • Customer Analytics: Track customer lifetime value, purchase frequency, and segment profitability
  • Seasonal Forecasting: Predict demand based on historical patterns and plan inventory accordingly

E-commerce Integrations: Connect with Shopify, WooCommerce, Amazon, eBay, and other platforms for automated order and financial syncing

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Professional Services

Time tracking and project-based financial management

Time & Project Management

  • Time Tracking: Log billable and non-billable hours with timer functionality and manual entry options
  • Project Budgeting: Set project budgets, track actual vs. estimated hours, and monitor profitability in real-time
  • Milestone Billing: Invoice based on project milestones, percentage completion, or time and materials
  • Resource Allocation: Assign team members to projects and track utilization rates

Client Billing & Reporting

  • Flexible Billing Rates: Set different rates per employee, per project, or per task type
  • Retainer Management: Track retainer balances, draw-downs, and renewal schedules
  • Detailed Time Reports: Generate client-ready reports with task descriptions and time breakdowns
  • Profitability Analysis: Compare billed amounts to actual costs including overhead allocation

Practice-Specific Features: Law firms, accounting practices, consultancies, and agencies can benefit from custom workflow templates and compliance tracking

Need Something More Specific?

We specialize in customizing our platform to match your exact business requirements. Whether you need industry-specific workflows, custom integrations, or unique reporting capabilities, our team can build it for you.

Discuss Custom Solutions

Or call us at +1-508-365-9038 to speak with a solutions expert