Move money between locations, pay down a card, sweep cash — just tell Carlo in plain English. He builds a balanced journal entry, cites the standard, syncs it to QuickBooks, and keeps the CFO numbers current across every entity.
Carlo bridges your POS, bank feeds, and accounting software — pulling raw data in, coding it to GAAP in seconds, and pushing clean entries out automatically.
No complex forms, no mapping tables. Just tell Carlo what you did, and he takes care of the accounting.
"Move $1,000 from Lenox Hill to Midtown East for payroll." Plain English or one-tap answers.
He pulls your chart, checks your history and trained model, builds the entry, and proves it balances first.
One tap posts to QuickBooks, mirrors to your Sheet, files the audit trail — standard cited inline.
Carlo pulls Plaid at 3 AM. He checks every transaction against what's already in QuickBooks.
Routine payments and known vendors are matched instantly. Novel items get coded by AI.
Anything Carlo isn't 100% sure about is queued for your review with a suggested entry attached.
Because Carlo lives in your books, he watches the numbers between the entries: runway, margins by location, where money leaks, and what needs your eyes today.
Group cash is $412,900, up 4% on the week — about 38 days of runway. 3 entries are waiting on review.
Carlo builds the dashboards a CFO would. See consolidated cash, runway, and tax exposure across all your locations.
Combine balances across 10+ bank accounts automatically.
Sales tax liability visually separated from operating cash.
Drag growth and capex sliders to instantly spot cash troughs.
Command center, store-vs-store, adjusted P&L, forecast, get-out-of-the-red, cash & vendors and more — Carlo reads your live numbers like a CFO would, and cites the standard behind every call.
Every location's cash, margins and risks in one glance — with the things that need attention flagged before they cost you.
Compare locations on food, labor and prime cost. Instantly see which is strong and which needs a hard call.
A lender-ready profit picture that strips out one-time noise, so you know your real earning power.
Daily cash actuals and each vendor's payment cadence — who you pay, how much, and which day of the week.
For any struggling location: what break-even takes — a what-if grid, a debt-payoff plan, and a fix list ranked by dollar impact.
See the trough before it hits — the low point of your cash run, and the tax weeks that cause it, flagged weeks ahead.
Food and prime cost tracked against your 4-week average, by location — drift caught the week it starts.
Labor as a share of sales, by store and by week — see where hours are outrunning revenue.
Test a price change, a rent bump or a slow month before it happens — with the cash impact laid out.
A live read on what your group is worth — EBITDA-based, with the multiples shown and the math visible.
Plain-English questions — "which location do I fix first?", "what's my runway?" — grounded in your live books.
Drag to your number of QuickBooks companies.
$29.99 – $89.99 per connected QuickBooks company / mo — pay only for what you connect, billing starts when you subscribe.
No. Carlo is AI-assisted and gives you balanced, standards-cited entries fast — but anything filed or attested should be reviewed by a licensed professional. Carlo is software, not accounting advice.
Yes. Set your jurisdiction (country / state) and Carlo applies the right framework — US GAAP, IFRS, or local GAAP — plus the relevant tax and labor rules, and cites the governing standard.
Intuit authorizes one company file per sign-in on its own secure screen, so Carlo queues your entities and walks each authorization with you — one quick tap apiece. Banks and cards connect the same way through Plaid, one institution at a time.
Into your own private workspace, isolated from every other account. Posted entries also mirror to your Google Sheet (or a local CSV until you connect Google). You can export everything anytime.
You review every entry before posting and can change the GL account. Carlo learns from your choices, so it gets more accurate to your books over time.
You can create a workspace and explore for free. When you pick a plan, you add a card at Stripe’s secure checkout and billing starts right away — and you can cancel in one click from Billing anytime.
Join the restaurant groups and agencies using Carlo to eliminate manual reconciliation and see their true cash runway.