Insights & Resources

Guides, tips, and strategies to help you run your business finances.

All Cash Flow Financial Reports Inventory & Recipes Invoicing & Payments POS & Retail Subscriptions

How to create professional invoices that get you paid faster

Learn the essentials of invoicing — from setting payment terms to tracking outstanding balances — so you spend less time chasing payments.

Financial Reports

Understanding your balance sheet: A guide for business owners

Your balance sheet tells the story of your business health. Here's how to read it, what the numbers mean, and why it matters for growth.

Inventory & Recipes

Inventory management tips to reduce waste and boost margins

From physical counts to variance reports, discover how smart inventory tracking helps restaurants and retailers cut costs and stay profitable.

Cash Flow

Cash flow 101: How to keep your business running smoothly

Cash flow problems sink more businesses than bad ideas. Learn how to forecast, monitor, and manage your cash flow with confidence.

Inventory & Recipes POS & Retail

Recipe costing: How to price your menu for profit

Every dish has a cost. Learn how to calculate recipe costs, set menu prices, and use product mix reports to maximize your restaurant's margins.

Subscriptions

Subscription billing made simple: A guide for SaaS founders

From recurring invoices to usage-based metering, here's how to set up subscription billing that scales with your business.

Invoicing & Payments POS & Retail

Getting started with CashSheet: From sign-up to your first sale

A step-by-step walkthrough of signing up, setting up your organization, and completing your first sale — with accounting posted automatically.

Financial Reports Invoicing & Payments

How CashSheet posts accounting entries automatically on every sale

Every sale in CashSheet triggers a complete set of double-entry journal entries automatically. Here is exactly what gets posted and why it matters for your P&L.

Financial Reports Inventory & Recipes

Recipe costing and inventory tracking: How CashSheet connects your kitchen to your books

From ingredient costs to theoretical usage and variance reports — here is how CashSheet's inventory module keeps your food costs under control.

Financial Reports Inventory & Recipes

Understanding your P&L report in CashSheet

Your Profit & Loss report shows Revenue, COGS, and expenses in real time. Here is how to read it, what each line means, and how to use it to make better decisions.

Frequently Asked Questions

Quick answers about the three-product platform — CashSheet, MakeSheet, and CashSheet AI.

What is the CashSheet platform?

CashSheet is a cloud-native operations platform with three products on one foundation: CashSheet for double-entry accounting and sales orders, MakeSheet for LP-based production planning, and CashSheet AI for commodity contract management. Every customer gets a dedicated silo with complete tenant isolation.

What's the difference between CashSheet, MakeSheet, and CashSheet AI?

CashSheet handles the books — chart of accounts, journal entries, invoices, bills, sales orders, financial reports. MakeSheet is the production-planning engine: it solves a linear program against your orders, yields, and capacity to recommend today's fab mix. CashSheet AI manages commodity supply contracts, indexed pricing, and basis exposures. You can run any one of them on its own, or all three on the same silo.

Who is MakeSheet for?

MakeSheet is built for protein and food processors — beef, pork, poultry, seafood, dairy. Anywhere a raw input is broken down into many sellable products through a yield matrix, where the question every shift is "what should we make today given today's orders, prices, and what's in the cooler?" Wagyu fabricators, beef harvest plants, further-processing facilities, and meal-kit operations are all good fits.

What does the MakeSheet LP solver actually do?

Given your open orders, raw material on hand, yield matrices, market prices, and shift/grind/drop limits, the solver finds the production mix that maximizes contribution margin — typically across thousands of variables and hundreds of constraints. A typical solve runs in under 100 ms. The same engine powers Check Availability in sales-order entry: it tells you whether a new order can be promised before the rep hits send.

Can I run multiple plants or facilities on one tenant?

Yes. Each tenant can register multiple facilities (plants, freezers, warehouses, distribution centers). The LP solver runs per facility, so each plant gets its own production plan, but financial reporting rolls up at the entity level. Cross-facility inventory transfers are first-class — what one plant ships, the receiving plant sees as availability.

How is my data isolated from other customers?

Every customer runs in their own silo: a dedicated Postgres database, dedicated application containers, and a dedicated subdomain (e.g. yourname.cashsheet.com). There is no shared multi-tenant database table where one bug could leak rows between customers. The boundary is enforced at the infrastructure layer, not in application code.

Which accounting standards does CashSheet support?

CashSheet is built on a full double-entry accounting engine with chart of accounts, journal entries, ledgers, balance sheets, income statements, and cash-flow statements — compatible with GAAP and IFRS reporting principles. Every sales order, bill, and inventory movement posts proper journal entries automatically.

Can I import data from QuickBooks or other systems?

Yes. CashSheet imports OFX and QFX bank statements directly, and accepts CSV for customers, vendors, items, sales orders, and most other entities. Direct connectors to QuickBooks Online, Xero, and major ERPs are handled during onboarding rather than self-serve — that way the migration is supervised end-to-end and your opening balances land correctly.

What does deployment look like?

We host the silo for you on cloud infrastructure (default), or deploy into your own cloud account or on-prem if compliance requires it. Typical onboarding for a single-facility tenant is two to three weeks: provision the silo, load chart of accounts and master data, configure the yield matrix and capacity limits if you're using MakeSheet, and run a parallel period before cut-over.

How does pricing work?

Pricing scales with which products you use (CashSheet, MakeSheet, CashSheet AI), how many facilities you run, and the size of your operation. There's no published per-seat tier because the spread between a one-plant fabricator and a five-plant operation is too wide for that to be honest. Send us a note and we'll quote you in a day or two.

Do you provide customer support?

Yes. Every customer gets email support and access to documentation. MakeSheet customers also get direct access to the engineers who built the solver — when a plan looks wrong, we want to see it, not triage it through a ticket queue.

How do I get started?

Reach out via the contact form below or email [email protected]. We'll set up a 30-minute call to understand your operation and show you a demo silo running on data shaped like yours.