Start in a spreadsheet.
Grow into a system.

A cloud platform for restaurants, counters and small stores, built around three products on one account: Workbooks, the AI-powered spreadsheet-database for cash counts, recipes, and tracking; Back Office, full inventory management with items, vendors, recipes, and variance reporting; and CashSheet POS for menus, registers, and the counter. Double-entry accounting posts the entries underneath.

Workbooks is where you start: a spreadsheet with typed columns, linked sheets, formulas, and an AI that builds workbooks from a prompt — perfect for cash counts, petty cash, recipes, and anything you track by hand today. Back Office is structured inventory management plus the menu, prices, staff, pricing programme and reporting for the tills. CashSheet POS rings sales at the counter — touchscreen menus with sizes, crusts, toppings and modifiers, taxes, occasions, registers and drawers — as a Windows till for full-service and delivery sites and as an Android register or handheld for the counter. They share one account, and a workbook can be migrated into Back Office with one click when you outgrow the spreadsheet.

Yes. The POS engine runs locally on the till, so tickets, the kitchen screen and end of day carry on without a connection. Sales sync to the Back Office when the connection is back, and menu changes made in the Back Office reach the till on its next sync.

No. CashSheet never sells processing — not as a reseller, not as an ISO. Card acceptance runs on the processing your ISO or agent already sells, and if the processing ever changes, the software stays yours. Ask your merchant services provider about CashSheet, or send us a note and we will point you to a partner who carries it.

Yes. Choose the programme and rate once per store in the Back Office. The till re-quotes the price when the cashier picks the tender, shows the cash and card amounts side by side, itemises the adjustment on the receipt, and keeps it apart from sales so End of Day and the cash sheet still balance. A surcharge is capped at the card brands' limit and never applied to debit; check your state's rules before switching one on.

Any Windows 10 or 11 machine with a touchscreen for the till, plus a receipt printer and cash drawer. On Android, a counter register or a handheld with a built-in printer. A kitchen screen is any tablet or screen on the same network. We are working with payment-terminal makers so the POS can run on the Android terminal a merchant already owns.

A connector that lets Claude answer questions from your Back Office data — sales by day and hour, top items, the cash sheet, labour hours, voids and why, stock and the menu — and build your menu from a photo or an export from another POS, after a dry run you approve. You connect with your own CashSheet login and choose one organisation; the assistant sees what your role sees and never your card data. It is free: your own Claude plan does the work.

Yes. Export it from your current system, or photograph the menu board, and hand it to the AI connector. It prepares the items, shows you exactly what it would create and which till screen each item lands on, and writes only after you say yes. Pizza menus can be built as a whole size-by-crust-by-topping matrix with the builder screen in one go.

Every organisation's data is scoped at the database level with row-level security, and a user only ever reaches the organisation they belong to. The AI connector is scoped the same way: one organisation per connection, revoked the moment a user is removed. Card numbers are never stored by CashSheet at all.

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 sale, bill, and inventory movement posts proper journal entries automatically.

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.

Workbooks, Back Office, and POS are self-serve: pick a plan on the pricing page and every new workspace starts with a 1-month free trial. If you buy through an ISO or agent, they set the price of the bundle — hardware, install, software and processing — and support you directly.

Yes. Every customer gets email support and access to documentation, and a merchant who buys through a partner gets that partner's first-line support on site. When something looks wrong on a till, we want to see it, not triage it through a ticket queue.

Pick a plan and sign up — you'll be inside a workbook in a couple of minutes, with a 1-month free trial. For the POS, reach out via the contact form or email [email protected] and we'll set up a 30-minute screen share with a demo store shaped like yours.