Accounting, Inventory & Operations Intelligence — One Platform
Unify AP/AR, OCR invoice scanning, inventory tracking, management reporting, event coordination, and scheduling — powered by AI that works for you.
32%
Waste Reduced
— White Pines Golf Club
10+
Hours Saved / Week
— Avg. across active users
< 5 min
Setup Time
24/7
Kevin AI Assistance
Everything Connects. Everything Works Together.
Inventory feeds into accounting. Invoices update costs. Sales reports calculate theoretical usage. Events track profitability. Every module strengthens the others.
Unified Accounting Engine
AP/AR, journal entries, vendor payments, general ledger, P&L, and balance sheet — all connected to your operations.
AI Invoice Intelligence
OCR scans invoices, auto-detects vendors, matches items, categorizes expenses, and updates inventory — instantly.
Inventory Intelligence
Smart counts, barcode scanning, par-level alerts, vendor POs, waste tracking, and WAC costing across locations.
Management Reporting
Department sales, tee/rounds reports, 3-year comparisons, variance analysis, and PDF/Excel exports.
Event Pro
BEO workflows, room layouts, contracts, ticketing, event P&L, golf outings, and staff coordination.
Workforce & Scheduling
Drag-and-drop scheduling, shift management, mobile access, labor cost tracking, and team coordination.
Upload Reports. FreshTally Does The Work.
Drop an invoice, POS report, or vendor statement — Kevin AI extracts the data, categorizes expenses, matches vendors, and updates your books automatically.
Upload Any Document
Invoices, POS reports, PDFs, Excel files — AI handles them all
AI Extracts & Categorizes
OCR reads line items, detects vendors, maps categories automatically
Operations Updated Instantly
Inventory costs, accounting entries, and dashboards refresh in real-time
Reports Generated
Management reports, variance analysis, and trend dashboards — ready to export
AI Processing Pipeline
Document Upload
Drop invoice or POS report
OCR + AI Extraction
Line items, totals, vendors detected
Smart Categorization
Expenses mapped to GL accounts
Vendor & Item Matching
Auto-matched to existing records
Operations Updated
Inventory, accounting, reports refreshed
Unified Financial Hub
One Accounting Engine Powering Everything
Inventory, invoices, events, and operations all flow into a single, unified accounting structure. No more reconciling across disconnected tools.
Clean Reports. Numbers-Focused. Comparison-Ready.
Upload your monthly reports. FreshTally processes them instantly and creates clean, accounting-style management reports — no manual data entry.
How Management Reports Work
Upload Report
Upload your monthly department sales or tee/rounds data in any format
AI Processes
FreshTally reads the data, maps departments, and structures everything automatically
Clean Reports
Get 3-year comparisons, variance analysis, PDF/Excel exports — instantly
Category mappings are saved per company — set up once, upload monthly, get reports forever.
Department Sales Reports
Golf, Pro Shop, F&B Food, F&B Alcohol, Banquet/Event, and total revenue breakdowns
Tee & Rounds Reports
Total, public, member, league, outing, tournament, and cart rounds with YTD
3-Year Comparisons
Current month vs same month in prior 3 years, side by side with trends
Variance Analysis
Dollar and percentage variance with color-coded positive/negative indicators
PDF & Excel Export
Accounting-style landscape PDFs and formatted Excel with monthly + YTD sheets
AI Report Ingestion
Upload in any format — FreshTally maps departments automatically and remembers your structure
Event Pro: Banquet Management, Reimagined
From the first inquiry to the final invoice, Event Pro streamlines every step of banquet and event coordination.
Event Workflow
Lead Capture
CRM captures inquiries automatically
Proposal & Contract
Generate, send, and e-sign in minutes
BEO & Room Layout
Plan every detail with drag-and-drop
Day-of Coordination
Staff assignments, timelines, checklists
Post-Event P&L
See exactly what you earned — or lost
Built for Every Hospitality Operation
Whether you run a restaurant, a country club, or a banquet hall — FreshTally adapts to how your team actually works.
Golf & Country Clubs
F&B, pro shop, bev carts, and course ops — unified
Inventory
- Bev cart stocking & par levels
- Pro shop SKU tracking
- Halfway house counts
- Kitchen & bar inventory
Operations
- Tournament & outing coordination
- Staff scheduling across departments
- Safe counts & daily ops checklists
- Temperature & waste logging
Reporting
- Department sales management reports
- Tee & rounds 3-year comparisons
- AP/AR & vendor payments
- Event profitability (P&L)
Restaurants & Cafes
Food cost control, vendor invoices, and kitchen operations
Inventory
- F&B item tracking with WAC costing
- AI invoice OCR & vendor matching
- Par levels & low-stock alerts
- Barcode scanning & spot counts
Operations
- Waste & spoilage logging
- Temperature checks (HACCP)
- Opening/closing checklists
- Shift handoff notes
Financial
- Food cost % tracking
- Vendor AP & payment management
- P&L & balance sheet
- Shrinkage & variance reports
Banquet & Event Facilities
From inquiry to invoice — every event, every detail
Events
- CRM & lead pipeline management
- BEO creation & room layouts
- Contract generation & e-signatures
- Ticketing & RSVP management
Operations
- Staff assignment per event
- Service fee distribution
- Catering inventory tracking
- Day-of coordination checklists
Financial
- Event P&L per booking
- Centralized accounting (AP/AR/GL)
- Department management reports
- Revenue forecasting
Wedding Venues
Beautiful proposals, seamless coordination, happy couples
Planning
- Guest database & marketing
- Custom menu packages & pricing
- Proposal & contract e-signatures
- Room layout designer
Day-of
- BEO workflow management
- Staff scheduling & assignments
- Catering & bar inventory
- Timeline & checklist tracking
Financial
- Wedding P&L per event
- Service fee & gratuity tracking
- Vendor payment management
- Post-event financial reporting
Multi-Location Operations
Centralized control across every location
Management
- Consolidated dashboards
- Per-location inventory tracking
- Inter-location transfers
- Centralized vendor management
Scaling
- Additional locations ($50/mo each)
- Extra departments ($10/dept/mo)
- Unlimited users ($5/user/mo)
- Cross-location reporting
Reporting
- Location-by-location comparison
- Consolidated P&L statements
- Multi-site management reports
- Enterprise analytics
Kevin AI: Built Into Every Workflow
Kevin isn't just a chatbot — he's your operational intelligence layer. From invoice OCR to onboarding guidance to management report analysis, Kevin works across the entire platform.
OCR Intelligence
Processes invoices, extracts data, matches vendors
Onboarding Guide
Walks new teams through setup and configuration
Operational Insights
Answers questions about inventory, costs, and trends
Workflow Automation
Recommends modules, suggests workflows, troubleshoots issues
Public Concierge
Answers prospect questions on the homepage 24/7
Kevin AI
Platform intelligence layer
Proven in Real Operations
FreshTally has been live in real food & beverage operations since 2024 — from beverage carts to banquet halls.
Live in Real Operations
Proven at White Pines Golf Club since 2024
Field Tested
iPads in kitchens, carts, bars & pro shops
Operations-Driven
Every feature solves a real F&B problem
Actively Developed
Continuous improvements from real operators
Fresh Tally is super user-friendly. I'm very happy with the Daily Operations counts, mobile scheduling setup, and how easy it is to look up my schedule. The system has made things much easier for our team.
— Jackie C.
Frequently Asked Questions
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Ready to Run Smarter Operations?
Unify your accounting, inventory, reporting, events, and scheduling — starting today. No credit card required.