Marty Alongside Restaurant365: No POS or Accounting Migration
Marty does not replace Restaurant365. Keep your accounting, payroll and system-of-record processes in place; this is an alongside service decision, not a migration guide.
If Restaurant365 already supports your group's accounting or operations, begin with the work that remains unresolved. R365 can supply powerful operating information; assess who turns that information into prioritized actions and checks the result.
Keep accounting continuity while evaluating the managed operating responsibility your team needs.
Marty targets U.S. restaurant groups with 5–50 locations and $10M–$100M in revenue, led by an owner, COO, CFO, controller or operating partner who needs consistent follow-through across locations.
Restaurant365 already has operational visibility
Restaurant365's time-and-attendance offering describes actual-hours monitoring, overtime alerts and scheduled-versus-actual comparisons. Its intraday-polling page describes more frequent POS sales updates for supported setups. These capabilities are worth checking before adding another workflow. R365 time and attendance, intraday polling.
Check the modules, POS support and configuration in your account before deciding an additional tool is needed.
Identify what still needs a diagnosis
Useful Review questions might include:
- Why does one location keep missing its labor plan?
- Which cash records remain unmatched after reconciliation?
- Which issues have source evidence but no clear owner?
- Which findings deserve leadership attention first?
These are starting questions, not assumptions that losses exist or that Restaurant365 cannot surface them.
Scope the work before connecting anything
List the systems, locations and periods involved. Confirm what records are available, how authorized read-only access can be provided and what gaps limit the investigation. Confirm the supported access method and expected setup timeline.
Keep existing accounting, payroll and reconciliation workflows operating. A separate diagnosis should not silently replace the system of record or interrupt close.
What if the Review finds no qualifying issue?
The current guarantee applies to the Review fee: if the Review does not identify a quantified, source-backed cash or profit issue with a location, recommended action and owner, the fee is refunded. It is not a multiple-of-monthly-fee ROI guarantee. Current Marty offer.
If your real requirement is a replacement accounting, payroll or inventory platform, evaluate those functions separately. A Marty Review does not stand in for that migration decision.
Restaurant365-to-action workflow
Illustrative handoff using the documented scheduled-versus-actual and overtime information above:
| Step | Restaurant365 and restaurant team | Marty’s agreed role |
|---|---|---|
| Find | Retain the location’s labor comparison and underlying time records | Check whether the issue is supported and material |
| Assign | Operations supplies the reason and approves future coverage | Name the action owner and due time |
| Follow up | GM records the agreed planning or process change | Follow up and escalate a missed action |
| Verify | Payroll and operating records show the next comparable period | Check the result and other changes in demand or rates |
Configure unused R365 capabilities first. Add managed responsibility when the records and tools work but investigations or actions keep stalling. Evaluate a separate software migration only for a genuine accounting, payroll or operating-system requirement. No direct Marty integration or replacement accounting service is established here.
The source-backed review findings illustrate why transaction context and missing records matter. For the next operating decision, use the location-level profit review approach to connect the issue to an owner and a later check.
Add managed responsibility alongside R365
Marty is a managed profit-control layer: Find → Assign → Follow up → Verify. The paid Cash Recovery Plan establishes what to watch first, with evidence, owners, actions and a 30-day plan. Delivery is seven business days after required access is complete; read-only access and the flat fee are confirmed first.
Optional Managed Profit Control continues the agreed checks, manager alerts, follow-up, escalation and verification. Start the Cash Recovery Plan.