Service
Data Integration
We connect your POS, payroll, and accounting systems so that a question like "what was last Tuesday's labor by daypart?" takes ten seconds, not three hours of spreadsheet archaeology.
Who It’s For
Built for operators in this position
Multi-unit operators whose weekly KPI conversation is bottlenecked by data assembly, and operators preparing for the reporting visibility that lenders and investors expect.
What This Covers
The scope of work
Each engagement is scoped to your situation; this is the core surface area.
- POS reporting structure and data export hygiene
- Accounting data alignment with operational reporting
- Dashboarding for weekly and monthly KPI views
- Labor and COGS data integration
- Decision cadence built around clean data
- Owner, manager, and executive dashboard tiers
Why It Matters
The economic logic behind this work
- 01
The right data already exists in your POS, payroll, and accounting systems. The work is integrating it so the answers are available without manual reassembly.
- 02
A weekly KPI meeting that runs on stale or incomplete data trains everyone to discount the numbers.
- 03
Lenders, investors, and prospective acquirers all evaluate data clarity as a proxy for management quality. It is rarely articulated, but it is always evaluated.
Key Outcomes
What success looks like
- One source of truth for weekly KPIs across locations
- Manager dashboard with daily and weekly operating signals
- Owner dashboard with margin, labor, and cash position
- Documented data refresh cadence and ownership
Deliverables
What you get
- POS reporting audit and structure documentation
- Three-tier dashboard set (manager, owner, executive)
- Weekly KPI meeting template tied to dashboard
- Data ownership and refresh schedule
- Onboarding documentation for future managers
- Integration map across all current systems
Engagement Options
Project, retainer,
or hybrid.
Book a call to discuss scope and investment — we'll match the engagement to your operation and goals.
Discovery is always free
The first conversation is a no-cost, no-obligation review of your current situation. We’ll identify the top opportunities and tell you whether we’re the right fit.
Related Reading
Articles relevant to this service
Prime Cost Is Too High: A 7-Day Triage Plan for Restaurant Operators
When prime cost crosses 65%, owners panic and start cutting in the wrong places. Here is a structured 7-day triage that finds the real margin leaks before payroll prints again.
Why Your P&L Lies: Common Chart-of-Accounts Mistakes in Multi-Unit Restaurants
Your P&L looks acceptable. Cash is tight. Decisions feel unreliable. The numbers are not lying on purpose — they are lying because the chart of accounts was set up by someone who has never run a restaurant.
FAQ
Questions operators ask
Do we need to switch POS or accounting software?+
Almost never. We work with the systems already in place. Switching is recommended only when a specific limitation is preventing the visibility we need.
What dashboarding tools do you use?+
Most engagements land in Google Sheets or Looker Studio for cost reasons. For larger groups we use Power BI or a similar tool when the scale justifies the licensing.
Will my team be able to maintain the dashboards?+
Yes. We document the maintenance and train one person per location to own data hygiene. Engagements include the handoff explicitly.
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Free 30-minute discovery call. We'll tell you whether this is the right fit before anyone signs anything.