How we set up your restaurant finance service.
Review Ready Margin’s onboarding sequence: confirm the scope, map systems, arrange access and inputs, then agree the first reporting and review dates.
Book your free demoConfirm the engagement before access
Identify locations and entities, included tasks and nominated approvers. Agree the record-sharing arrangements and the systems each person is authorized to use.
Map the existing systems and records
Review where POS settlements, invoices, time records and payroll reports originate. Confirm whether authorized access, exports or a verified connection will supply each input.
Assess the starting position
Check the last reconciled period and outstanding records. Historic cleanup is assessed separately from the recurring work; missing inputs may affect the first reporting date.
Agree the first delivery and ongoing dates
Walk through the first reports or prepared payroll inputs with your team. Confirm cutoffs, review meetings and the route for urgent questions. Dates depend on the agreed scope and records available.
Your first demo is free
Discuss the work your restaurant needs covered.
Tell us the work you need covered. Your first demo is free; a written proposal confirms the service, responsibilities and fees.
Book your free demo