Turning Franchisee Financial Data
into Actionable Insights
- Designed to meet the needs of Franchisors: simplified collection, compliance reporting, and data exporting
- AI insights to help Franchisors and Franchisees improve operations and analyze financials faster
Collection & Compliance
- Franchisors can track franchisee submissions
- Convenient notifications
- Automatic submission for Ceterus Bookkeeping users
- Simple loading for QBO users
- Flexible file import supported for non-QBO bookkeepers
- All submissions must match franchisor-approved COA
Analysis & Visualization
- Franchisors get flexible capabilities to understand key performance metrics across all locations
- Filter and analyze by owners, locations, and geographies
- Performance relative to benchmarks, as well as averages and median levels for metrics based on selections
- Save custom reports
Reporting & Consolidation
- View by location
- View by period
- Consolidation fully supported
- Export to Excel for more options
AI Insights & Conversations
- Franchise business coach in a box
- Leverage the power of AI to improve performance
- Track profitability and key insights
- Harness the power of multiple AI models
Modernize your collection and analysis of financials to help improve franchisee performance.
Leverage the power of AI.
