Why it Matters

Staying aligned with your franchisor’s reporting requirements is crucial for tracking performance and ensuring smooth operations across your franchise locations.

Key Features

• Data aggregation: Connect systems like QuickBooks, POS, and payroll to centralize reporting

• Automated syncing: Daily syncs or manual updates help keep your reports up to date

• Custom scorecards: Set KPIs and metrics based on your franchisor’s reporting standards

• Chart of accounts review tools: Use AI Growth Advisor to help review and organize accounts based on your franchisor’s expected structure

Tips for Staying in Compliance with Your Franchise

1. Set up Data Connections

Connect all relevant systems, including QuickBooks, POS, and payroll, to AI Growth Advisor for a unified data view and accurate reporting.

2. Customize Scorecards

Collaborate with your franchisor to define key performance indicators (KPIs) and metrics. Review scorecards regularly to ensure alignment with their expectations.

3. Monitor Syncs

Use the sync history panel to confirm your data is current. You can also trigger a manual sync to ensure reports reflect the most recent changes.

4. Review and Label Accounts

Use AI Growth Advisor’s account review tools to compare your chart of accounts with your franchisor’s reference format. Manually label or categorize unmatched accounts to match their reporting structure as needed.

Pro tip

If you notice discrepancies in your reporting or unmatched data, use the manual review features and sync tools in AI Growth Advisor to investigate and resolve the issues. You remain in full control of all changes—no automated updates are applied.

Need help?

If your reports don’t match expectations or you encounter issues, review your connections, sync settings, and account categorizations. For further assistance, contact Autymate support.