Imports and exports
The quickest way to move a lot of data is a spreadsheet. The menu in the Back Office imports from a spreadsheet and exports back to one. Workbooks imports and exports files too; see the Workbooks import and export guide.
The AI connector
Connect Claude to CashSheet and you can ask about sales, the cash sheet, labour hours, voids, stock and the menu in plain language, and have Claude build your menu from a photo, PDF or spreadsheet after a dry run you approve. It signs in with your own account and sees only what your role sees. See AI Connector for setup.
The REST API
The Back Office is built on a JSON REST API at https://cashsheet.com/api/v1/. Every request is made as a signed-in user and carries that user's organisation and role, so the API can never return more than the person could see in the Back Office.
We don't issue self-serve API keys yet. If you're building an integration, such as pulling sales into a reporting tool or syncing items with a supplier, tell us what you need and we'll set up access with you.
Integrations we set up with you
Card processing runs through your own processor, and online-ordering marketplaces send orders straight to the till; both are configured with you when you start. Moving from another accounting system is supervised rather than self-serve, so your opening balances land correctly. If you need a connection we don't list, get in touch.