Finance

Close the books faster. Catch what your accountant misses.

Sales, tips, labor, and cash flow into HE Finance automatically. Daily reconciliation, AP, GL mapping, period close, and clean exports to QuickBooks or your accountant — no late nights, no missing receipts.

See HE Finance View pricing

SalesPOS source records

LaborSchedule source records

Closereconciliation review

Finance

Where HE Finance fits

Best for multi-unit operators or single restaurants tired of paying for clunky back-office tools that still need a CSV import.

Common search question: Restaurant back office software, restaurant reconciliation software, and restaurant finance workflow searches.

Best-fit path

Review Finance only after upstream records are clear.

Start with Schedule and POS source readiness, then reconciliation and AP, then close/export support so Finance does not invent unsupported reports.

Confirm what still stays upstream

Finance should not lead if Schedule or POS source records are not ready to support clean review.

Judge whether accounting work can stay attached to records

Sales, labor, tender, and closeout records should support the same review workflow.

Choose the next step after source fit

Use Finance when the accounting workflow is the broken system, not when upstream data is still unclear.

Workflow path

How HE Finance moves the work

Follow the work in the order operators feel it: what starts the workflow, what the app controls, and what should transition cleanly to the next part of the restaurant.

Intake trusted upstream records

Schedule remains labor and payroll-support truth while POS remains sales, tender, cash, business-day, purchasing, and closeout truth.

Review accounting work with lineage

Reconciliation, AP, posting rules, GL mapping, exceptions, reports, and close prep stay tied to the records that created them.

Produce cleaner close and export support

Leadership packages, proof bundles, close review, and export prep stay readable without hiding what changed upstream.

Back-office tour

From source data to cleaner close review.

Finance is strongest when Schedule and POS already carry trusted labor, sales, tender, and closeout context.

Daily sales, tip, and tender reconciliation
AP workflow with bill pay
GL mapping & posting rules
Cash management & deposit tracking

See HE Finance Rollout support

Operator outcomes

What changes when this workflow is the lead problem

Daily close in minutes, not hours

Close review starts from sales and labor records that already exist.

AP organized — bills paid on time, vendors happy

AP and reconciliation get a dedicated back-office workflow.

Every dollar traced from sale to deposit

Schedule and POS remain the upstream truth.

Period close that actually closes on time

Reports are source-backed instead of invented in finance only.

What Finance handles

What HE Finance is built to handle

Back-office coverage starts from Schedule and POS records, then supports reconciliation, AP, GL, close review, and exports.

Close and reconciliation

Close record review
Sales record review
Tender, cash, and business-day context
Reconciliation support
Exception visibility before signoff

Back-office workflow

AP workflow structure
Posting rules and account mapping support
GL support path
Reporting and export visibility
Owner-level leadership package review

Source-backed context

Labor records from Schedule
Sales, tender, cash, and checkout context from POS
Signed receipts and proof bundles
Platform records for cleaner finance review
Master AI review context when leadership needs cross-app answers

Back-office proof

See the operating view this product supports.

These visuals show source-backed sales, labor, tender, reconciliation, AP, and close review.

Payment closeout — **Tender truth**Sales and tenders support reconciliation.

Labor dashboard — **Labor records**Schedule data supports accounting review.

Next steps