Monthly close pack

Everything the bookkeeper asks for, on the first, without being asked.

Start free. Pay only after your first 5 reports.

Saves ~5 hrs/mo

Over an hour each month, and one fewer email thread with the accountant.

Month-end is reconstructed from memory three weeks after it closed.

A real Square report, built from example data.

How it works

Describe it
One sentence, in your words.
Connect
Read-only access to Square.
Read it
It arrives on your schedule.

Owners and managers who want the day's shape before the first customer
Daily sales summary
Yesterday's numbers in your inbox before you open, per location.
Saves ~4 hrs/mo
About 4 hours a month not spent exporting and re-adding yesterday's totals.
Every day at 7amUse this →
Owners deciding staffing and ordering for the week ahead
Weekly sales trend
Last week against the four before it: the shape, not just the number.
Saves ~3 hrs/mo
Roughly 45 minutes a week of spreadsheet work, gone.
Every Monday at 8amUse this →
Bookkeepers reconciling Square against the bank statement
Payout reconciliation
Every payout, broken down to what actually hit the bank.
Saves ~6 hrs/mo
Around 90 minutes a week of tick-and-tie, done before you sit down.
Every Monday at 9amUse this →
Owners and managers who want the day's shape before the first customer
Daily sales summary
Yesterday's numbers in your inbox before you open, per location.
Saves ~4 hrs/mo
About 4 hours a month not spent exporting and re-adding yesterday's totals.
Every day at 7amUse this →
Owners deciding staffing and ordering for the week ahead
Weekly sales trend
Last week against the four before it: the shape, not just the number.
Saves ~3 hrs/mo
Roughly 45 minutes a week of spreadsheet work, gone.
Every Monday at 8amUse this →
Bookkeepers reconciling Square against the bank statement
Payout reconciliation
Every payout, broken down to what actually hit the bank.
Saves ~6 hrs/mo
Around 90 minutes a week of tick-and-tie, done before you sit down.
Every Monday at 9amUse this →