Retail and multi-location businesses

Retail and multi-location accounting with store-level truth

Square, Shopify, Clover and Amazon sales reconciled to merchant deposits every day. Store-level books with a consolidated view. Corporate Cards for store managers with budgets. Contribution margin by store, live. A month-end close with zero catch-up days.

Docyt retail KPI dashboard: store-level sales, margin and contribution by location

The problem

Where the money goes missing.

POS sales say one thing. Deposits say another

Processors settle net of fees, in batches, across channels. Short deposits and chargebacks hide in the gap until someone reconciles by hand.

Stores without their own books

One set of books for 14 stores means no one knows which store makes money. Separate books mean 14 closes.

Spend spread across store managers

Supplies, repairs and local marketing go on personal cards and petty cash. Receipts arrive late or never.

The solution

One system

Square
Shopify
Clover
Amazon
Merchant ReconciliationMatched
Posted daily, per store
POS + e-commerce sales$12,480
Merchant deposit$12,480

Sales and merchant reconciliation

POS and e-commerce sales posted daily and matched to processor settlements, marketplace payouts and cash deposits. Fees, chargebacks and shortfalls flagged.

Store books · Consolidated
01Store 01 · Downtown$18,400
02Store 02 · Uptown$14,900
14 stores · one close$206K

Store-level books, one close

Each store as its own department or entity with shared vendors, intercompany handled automatically, and consolidated or comparison reports in one click.

CORPORATE CARD •••• 5162
Store Supplies CoCoded
Local SignageCoded

Corporate Cards for store managers

Budgets per store, receipts by text, automatic coding, and policy rules that stop out-of-policy spend.

Bill Pay · This week4 paid today
PLProperty Landlord LLCPaid
CECity ElectricApproved

Bill Pay across locations

Rent, utilities, inventory and services captured, split across stores, approved and paid from one queue.

Contribution Margin · By storeLive
01
02
03
04
05

Contribution margin by store

Sales, gross margin, labor and occupancy costs by store, live, with budgets and forecasts and alerts when a store drifts.

Close status · By store
DowntownClosed
UptownClosed
RiversideClosed

Zero-day close

Daily reconciliation and scheduled period entries mean books are ready the day after month-end for every store.

Connected systems

Works with what you already run.

Customer Proof

Retailers and multi-location businesses on Docyt

G2 4.9/5 |Capterra 4.6/5 |Apple App Store 4.6/5

“Docyt's AI and automation is powerful. It's given my team back 30+ hours per month.”

Dennis CromwellOwner and President, The UPS Store franchisee

“Docyt has made my interaction with my accountant more meaningful.”

Tony AgostaPartner, Agosta Insurance

“I save roughly 10 hours a week by not having to get into the books for all of our clients.”

Kenneth MasonCPA, MBA, Founder and CEO, Equibis

FAQ

Frequently asked questions

Which retail systems does Docyt integrate with?

Square, Shopify, Clover, Lightspeed, Amazon, WooCommerce, Stripe and RMS, plus 15,000+ banks and card programs through secure bank connections. Other systems work through the reports you already receive.

Can I run each store as a separate entity?

Yes. Stores can be departments inside one entity or separate legal entities, with shared vendors, intercompany settlements and consolidated reporting either way.

Does Docyt track inventory?

Docyt accounts for inventory purchases and cost of goods sold from your invoices and POS data. Unit-level inventory management stays in your POS or inventory system.

See Docyt live

See how Docyt Enterprise Suite automates payments, accounting, and business intelligence, on one ledger.

  • Control spend
  • Stop revenue leakage
  • Zero-day close
  • Forecast with confidence

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