The workflow

Invoice to action, in one loop.

Scan or import → extract and review → update intelligence → understand impact → approve actions. The manager stays in control of every step.

The workflow

From scan to same-day action.

Seven steps, one operating loop. Scroll to see how each screen connects to the next decision.

Start with the invoice

Scan paper invoices or import PDFs and move straight into review.

OCR · 12sSysco NYC · 34 lines
10:00
Cancel
Review invoice
Save
Grand total$153.07
USD

Parse warnings

!Rate for Branzino was interpreted as 7.45
!Subtotal and tax missing; using grand total 153.07

Lines (2)

Branzino 400-600
4.6lb$34.27Rate$7.45
ExpiryMay 2, 2026
Confidence 90%
Ingredient matchUnmatched
Salmon, Atlantic 14-16
14.4lb$118.80Rate$8.25
ExpiryMay 2, 2026
Confidence 90%
Ingredient matchMatched
Dashboard
Invoices
Supply
Recipes
Pricing
Auto-importEmail + Drive watch folders
Review the messy data

Vendor, date, totals, unmatched rows, and confidence states surface before anything is saved.

2 unmatched rowsBelow 92% confidence
10:00
Cancel
Review invoice
Save
Grand total$153.07
USD

Parse warnings

!Rate for Branzino was interpreted as 7.45
!Subtotal and tax missing; using grand total 153.07

Lines (2)

Branzino 400-600
4.6lb$34.27Rate$7.45
ExpiryMay 2, 2026
Confidence 90%
Ingredient matchUnmatched
Salmon, Atlantic 14-16
14.4lb$118.80Rate$8.25
ExpiryMay 2, 2026
Confidence 90%
Ingredient matchMatched
Dashboard
Invoices
Supply
Recipes
Pricing
ConfidenceHigh · Medium · Low pills inline
Clean the ingredient layer

Vendor language turns into canonical ingredient records, aliases, units, and costs.

Alias resolvedBALDOR SAL-ATL → Salmon
10:00
Ingredient Master
Search ingredients
Feta
4 vendor aliases
Synced
Live cost
$4.82/lb
Aliases
Synced
Salmon, Atlantic
2 vendor aliases
Cost updated
Live cost
$8.25/lb
Aliases
Synced
Arugula
2 vendor aliases
Alias approved
Live cost
$3.18/lb
Aliases
Synced
Chickpeas
3 vendor aliases
Synced
Live cost
$1.94/lb
Aliases
Synced
MemoryAliases, units, conversions, costs
Catch waste before service

Lots, quantities, expiry dates, and value at risk become visible.

$214 at risk3 lots within 72 hours
10:00
Inventory risk
At risk
3 lots
Lots
12
Near expiry
3
Salmon fillet
12 svgs
18h
Arugula
1.4 kg
2d
Feta
4.2 kg
9d
Chickpeas
6 kg
12d
Truffle oil
3 bot.
21d
Lot-levelLive qty · expiry · value
See dish economics now

Ingredient changes flow into recipe cost, available servings, floor price, and margin status.

Plate cost ↑Lamb Plate +$0.42 today
10:00
Recipes
+
Search
Recipes
8
Active
8
Categories
4
AllAppEntreeSaladSide
Arugula Salad
$3.33 cost
0 servings avail.
Salad
$14.00 menu
76% margin
Chicken Pita
$4.08 cost
22 servings avail.
Entree
$18.00 menu
77% margin
Halloumi Wrap
$3.12 cost
12 servings avail.
Entree
$17.00 menu
82% margin
Hummus Plate
$2.89 cost
10 servings avail.
App
$12.00 menu
76% margin
Lamb Plate
$9.29 cost
24 servings avail.
Entree
$27.00 menu
66% margin
Rice Pilaf
$0.77 cost
0 servings avail.
Side
$7.00 menu
89% margin
Dashboard
Invoices
Supply
Recipes
Pricing
Live recostFloor · margin · servings left
Reduce cost, never raise blindly

Suggestions stay bounded. Managers approve, edit, or reject.

OptionalSame-day specials · dynamic pricing
10:00
Pricing suggestions
Salmon Bowl
Pending
Lot near expiry
Suggested
Same-day special
Lamb Plate
Pending
Plate cost above target
Suggested
Review floor
Hummus Plate
Pending
Yield drift
Suggested
Check recipe
Manager controlsApprove · Edit · Reject
Know what needs attention

The dashboard prioritizes the next action for the day.

5 priority items2 high · 3 medium
10:00
Dashboard
$4,820 saved
vs $5,620 this month pace
...
$214 under

Good morning

Protect margins before service.

Today actions

What needs attention now

3 open
Salmon expires in 24 hours
Move bowls to a same-day special
Save $214
Lamb plate cost above average
Use the active lot before price changes
Save $188
Branzino line unmatched
Resolve ingredient alias before posting
90% conf.
Pending
6
At risk
$214
Saved
$4.8k
Dashboard
Invoices
Supply
Recipes
Pricing
One screenWhat is at risk, decided, live
The challenge

The problems restaurants face compound.

It is rarely one issue. Five small frictions stack on top of each other every service — and by the time anyone notices, the week's margin is already gone.

  • 01Margins are thin.
  • 02Costs move fast.
  • 03Inventory expires.
  • 04Recipes drift below target.
  • 05Managers still react too late.
Most restaurant tools explain what happened. Very few help operators act today.
Vendor costs moveLots expire quietly
Invoice changes
Sysco raises chicken by 12%
Ingredient costs move
Live cost vs. average tracked
Dish margin shifts
Chicken Pita drops to 66% margin
Team reacts too late
By then, this week's margin is already lost
Recipe margin driftsManagers see it late
Ingredient & inventory

The Ingredient Master is the system’s memory.

Every invoice improves the clean ingredient layer behind every recipe, lot, and margin decision.

Vendor aliases
Sysco, Baldor, US Foods all map to the same canonical ingredient.
Live unit costs
Each invoice updates ingredient cost, conversions, and 30-day average.
Expiry-aware lots
Lot age, quantity, and value at risk live next to the ingredient.
10:08
Ingredient Master
Search ingredients
AllProteinDairyProducePantry
Feta
Dairy · 4 aliases
9d
Live cost
$4.82/lb
Aliases
Synced
Salmon, Atlantic
Protein · 2 aliases
18h
Live cost
$8.25/lb
Aliases
Synced
Arugula
Produce · 2 aliases
2d
Live cost
$3.18/lb
Aliases
Synced
Chickpeas
Pantry · 3 aliases
12d
Live cost
$1.94/lb
Aliases
Synced
Alias approved
BALDOR · SAL-ATL → Salmon, Atlantic
Cost updated
Feta $5.14 → $4.82/lb
Lot expires soon
Salmon · 18h · 12 servings

Protect margin
before service.

See what needs attention now. Review the risk, then move. Dynamicly runs the loop; your manager keeps control.

9:36
Dashboard
$4,820 saved
vs $5,620 this month pace
...
$214 under

Good morning

Protect margins before service.

Today actions

What needs attention now

3 open
Salmon expires in 24 hours
Move bowls to a same-day special
Save $214
Lamb plate cost above average
Use the active lot before price changes
Save $188
Branzino line unmatched
Resolve ingredient alias before posting
90% conf.
Pending
6
At risk
$214
Saved
$4.8k
Dashboard
Invoices
Supply
Recipes
Pricing