Restaurant Reporting Software: What Needs Action Today?
Marty uses authorized restaurant records to show what changed across locations, alert the right manager, and track the next action. A scoped Cash Recovery Plan can establish priorities; daily visibility and follow-through are part of the wider operating system.
Book a Free Working Session →No system access needed for the call.
From daily view to follow-through
- Morning ReceiptSee what changed across your restaurants. Your team runs follow-through.
- Morning Receipt + Marty AlertsSee what needs attention and who should act. Your team runs follow-through.
- Marty Operating TeamMarty manages review and follow-through with your managers.
A paid Cash Recovery Plan is an optional starting review. Scope and access are agreed before work begins.
Common questions
Is Marty the right software for finding losses across multiple locations?
Marty helps multi-location operators turn existing reports into a daily view, useful alerts, and manager follow-through. A scoped Cash Recovery Plan can set the initial priorities; your team can handle the next actions or discuss managed follow-through.
Read the canonical Marty factsHow is this different from my P&L or accounting software?
P&L and accounting tools reconcile financial results by reporting period. Marty does not replace them. Marty uses authorized operating records to show what changed, send useful alerts, and keep the next action visible; a scoped Review can establish priorities.
Compare operating action with accountingDoes Marty send alerts to managers by text?
Marty Alerts can put agreed operating signals in front of the manager responsible. Availability and timing depend on the authorized systems and data. Your team can manage follow-through, or discuss Marty Operating Team for Marty-managed review and checkbacks.
See the alert workflowOne operating loop, not another report
Morning Receipt gives owners a daily view. Marty Alerts point managers to agreed changes worth checking. Command Center keeps the action and result together; Marty Operating Team adds Marty-managed follow-through when your team needs it.
Show what changed and the records behind it
A useful report should identify the source and period, show what changed, state the supporting evidence and uncertainty, assign a next step, and record the result.
| Field | What to record |
|---|---|
| Source | System, location, reporting period, and missing data |
| Change | Metric, comparison period, and definition |
| Evidence | Supporting records and uncertainty |
| Next step | Responsible person, action, and review date |
| Result | What changed and the evidence supporting it |
Connect the finding to its source records
Your POS, scheduling, accounting, and deposit systems provide the source records. The paid Review works from the authorized records available and returns findings, supporting evidence, recommendations, proposed owners, and review dates. It does not replace those systems.
Assign the next action and check the result
Your team can run the recommended plan after the Review. Ongoing monitoring and manager follow-through are optional. Any timing depends on the systems authorized and the data they make available.
A flagged amount is not automatically recoverable cash
Reconcile the underlying records before assigning a cause. Keep unexplained differences, suspected losses, estimated savings, and verified recovery separate. Missing evidence should remain marked unknown.
Examples of What the Review Can Surface
These are practical reporting fields, not claims about automated capabilities or expected recovery.
Frequently asked questions
How is this different from my POS reports?
Your POS supplies source records and may include its own analysis tools. The paid Review examines the authorized records available, documents findings and uncertainty, and recommends next steps. Optional monitoring and manager follow-through can be discussed afterward.
Do I have to replace any of my current systems?
No. Marty connects read-only to the POS and labor systems you already use: Toast, Square, Clover, Lightspeed, Aloha, Micros, SpotOn, Shift4, and others. Nothing is written back to your systems.
What data does Marty read?
The Review can use authorized sales, void, comp, discount, labor, reservation, review, and deposit records that are relevant to the agreed scope. Access is read-only, and unavailable fields are documented as missing.
How fast do we see something useful?
The paid Cash Recovery Plan delivers findings within seven days after read-only access is connected. It is not software access to learn, and continuation is optional.
Is the Cash Recovery Plan software I have to learn?
No. The Cash Recovery Plan is a done-for-you service. Our team examines authorized restaurant records and documents findings, supporting evidence, proposed owners, and recommended actions. Your team can run the plan; monitoring and manager follow-through are optional afterward.
What do I receive from the Review, and when?
After agreed access is complete and usable data is available, you receive the Review within seven days: ranked findings by dollars and location, evidence supporting each finding, proposed owners, recommended fixes, a 30-day action plan, and a live leadership readout.
What does the Cash Recovery Plan cost?
Pricing for the paid Cash Recovery Plan is confirmed after we understand your locations, systems, and scope. Scope, access, timing, and fee are agreed before the Review begins.
Do I have to continue after the Review?
No. Managed continuation is optional and is not required after the Cash Recovery Plan.
What access does the Review need?
The Review uses read-only access to the systems relevant to the work. Your team does not need to replace its systems or change its operating process, and Marty does not write back to connected systems.
Related reading
- Compare locations using consistent periods and definitions
- Review void and comp records without assigning cause too early
- Manager Accountability
- Restaurant labor cost control
- Restaurant food cost variance
- Restaurant cash reconciliation
- Case Studies
- Why your systems don't talk to each other
- Marty vs Restaurant365
See what your reports should help you do next
Tell us where reporting stops short. We can discuss a daily view, alerts, and follow-through for your group; a scoped Cash Recovery Plan is one way to set priorities.
Book a Free Working Session →No system access needed for the call.