Cash Count - Captures the amount on hand, forming the core starting point of the daily close
Restaurant cash management and revenue close

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Industry
Restaurant cash management and revenue close
Product
Cashup
Audience
Shift managers, site teams, and finance staff
Purpose
To close daily cash, cards, deposits, petty cash, and handover notes in one flow
Outcomes
Outcomes
Guided workflows help teams complete daily close faster.
Audit logs provide a clear record of each close for review and investigation.
A structured process reduces ad-hoc work during daily closing.
Consistent steps and exception notes reduce reconciliation errors.
BUSINESS CHALLENGES
Challenge
Tender values and notes must match the real close
Accuracy
Shift teams need a process that does not drag on
Speed
Finance should be able to see what happened
Audit Support
The sync should be easy to look after
Detail
Without a structured process, the end-of-day close varies from shift to shift, making it harder to trust or review
Accuracy
Cash, card, and deposit figures need to reflect what actually happened at the till, not approximations made under time pressure
Speed
A close that takes too long adds to an already tiring shift and increases the temptation to rush or skip stepsConnection Setup
A confusing or fragile setup process makes onboarding the integration harder than it needs to be
Audit Support
Without a clear record, finance teams can't easily review what occurred during the close or investigate discrepancies later
SOLUTION APPROACH
What We Built
Guided Close
Structures the end-of-day process into clear steps, so every close follows the same consistent path
Exception Handling
Lets unusual items be recorded in plain language, rather than forcing awkward figures into a rigid format
Finance Handoff
Makes the review simple for the next team by presenting a clean, structured close ready for finance
Why It Matters
Guided Close
Shift teams always know what comes next, and the close happens the same way regardless of who's running it
Exception Handling
Anything that doesn't fit the standard close still gets captured clearly, so nothing is lost or glossed over
Finance Handoff
Finance staff can review the close quickly without chasing down missing details or reconstructing what happened
USE CASES DELIVERED
Card & Deposit Capture - Includes the non-cash parts of the close, so card totals and deposits are recorded alongside cash
Exception Notes - Records anything unusual that needs review, keeping a clear account of items that fall outside the standard close
Handover Support - Passes a clean close to finance, giving the next team everything they need without extra follow-up
Technologies and Tools
Backend
Frontend / Templating
Database
audit
Integration
BUSINESS OUTCOMES
Faster End-of-Day Close
The guided, structured process helps shift teams finish the end-of-day close without it dragging on
Review-Ready Finance Data
Finance receives a close that's ready to review, without chasing missing details from the shift team
Clear Audit Trail
The audit log gives finance a clear record of what happened during each close, supporting review and investigation
Reduced Manual Effort
A structured, repeatable process removes much of the ad-hoc effort that used to go into closing out each day
Improved Close Accuracy
Consistent steps and exception notes reduce the chance of figures not matching what actually happened at close
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Frequently Asked Questions About Reporting for Restaurant & Hospitality Leaders
Restaurant and hospitality reporting provides leaders with clear insights into business performance, operations, sales, and key performance indicators to support better decision-making.
Reporting helps leaders monitor performance, identify operational trends, understand business results, and make informed decisions based on data.
Restaurant reporting can track metrics such as sales performance, revenue, operational performance, customer activity, and other business KPIs.
Yes. Reporting solutions can bring data from different business systems into a centralized view, making it easier for restaurant and hospitality leaders to analyze performance.
By providing timely and organized business insights, reporting enables leaders to identify trends, compare performance, and make data-driven operational and strategic decisions.