Finance:Our franchise partner solution is live across 500+ franchisee locations.

Lieutenant Finance

Get the books closed.
Keep cash in view.

Lieutenant Finance carries out recurring bookkeeping, reconciliation, invoicing, and reporting in the systems you already use, following your agreed rules. Exceptions and decisions come to your team.

Book a Finance review

Illustrative sample · no live writes

Outcome · B

Bill held for your review

1Incoming work
2Lieutenant’s steps
3Human review

01Incoming bill

Vendor bill · AP inbox

Ridgeline Equipment

Location 03

$6,875.40

02Lieutenant handles the steps

Paused

Lieutenant · Needs your input

Coded entry

Account: 1520 · Kitchen equipment
Amount: $6,875.40
Location: Location 03

Above $5,000 threshold

Bill read
Account coded
Amount captured
Location applied
Approval rule checked

03Human review

Not posted

Not posted · held for the designated reviewer’s decision

$6,875.40 is above the $5,000 threshold. Nothing is written until a person decides.

Your team decides. Held examples wait for the designated person’s decision.

Sample B: above the threshold. Not posted; waiting for a person to decide.

Supporting systems and work queue

Supporting systems

AP inboxComes in
Chart of accountsContext
Approval rulesContext
QuickBooksWrites to

The source, coding context, and rule used in this example.

Work queue
Task	Status
Sample A · Harbor Produce Co.Within threshold	Posted
Sample B · Ridgeline EquipmentAbove threshold	Needs your input

Illustrative workflow · not live product screens or customer results

What Finance takes on

Three recurring workflows. Your rules on each.

Start with one. Define the steps, systems, and decisions, then evaluate it on your own work before expanding.

Bookkeeping and close

Keep recurring bookkeeping and reconciliation moving, with exceptions routed for review.

Comes in: Bills, receipts, and bank or card activity.
Lieutenant does: Code transactions and match them toward reconciliation using your business rules.
You get: Coded entries in your accounting system, such as QuickBooks, ahead of close.
Waits for a person: Unmatched items, or those outside the agreed rules, wait for your team.

Workflow in motion

Illustration of the bookkeeping workflow with sample data, not a product screen.

Invoicing and collections

Prepare invoices and follow-ups, with decisions routed through your agreed workflow.

Comes in: Completed work or orders, and outstanding balances.
Lieutenant does: Invoices and follow-ups are prepared following the agreed workflow.
You get: Draft invoices and follow-ups, issued only where your workflow allows.
Waits for a person: Disputes, unusual terms, or decisions are routed to the designated person.

Cash forecasting and reporting

Bring financial information into recurring forecasts and management reports.

Comes in: Ledger, bank activity, and other agreed financial sources.
Lieutenant does: Information is brought together into the agreed report format.
You get: Recurring management reports and cash forecasts prepared for review.
Waits for a person: Missing inputs or figures needing explanation are routed for review under the agreed checks.

Have another recurring process holding up the business?

Show us the steps, systems, and decisions involved. We’ll show you which parts Lieutenant can take on.

Tell us about your workflow

See the full Finance platform.

Explore how finance, leases and location operations fit together, including the platform-ledger and existing-system options available when defining your scope.

Explore the platform →

Why it matters

Growing sales can still mean shrinking profits.

Each location adds transactions, entity differences, and reporting needs. Lieutenant takes on recurring bookkeeping and finance steps so your team can keep up with the work across locations.

Where work gets stuckWhat Lieutenant helps complete

Transactions pile up across locations and entities

Coded records with location and entity context, plus exceptions to resolve.

Location reports arrive after decisions are due

Reports assembled with the location and entity detail your team needs.

Completed work waits for billing

Invoices prepared from the relevant work and customer details.

How to evaluate a workflow

Exception resolution time and close preparation time
When reports become available each period
Invoice preparation time; issuance time only where issuance is in scope

Suggested measures, not customer results. Invoice preparation does not establish faster collection, and time released does not automatically mean lower payroll costs.

Getting started

Start narrow. Judge it on your own work.

Choose
One recurring process
A workflow that consumes staff time, creates a backlog, or delays information.
Map
Systems, rules, and review points
The systems involved, the rules that apply, and where a person decides.
Assess
Representative output and a measure
Review what the workflow would produce, and agree how to judge it.

Managed together.

Lieutenant and your team share responsibility for setup, exception handling, and ongoing updates. We agree who does what for each workflow.

Setup
Exception handling
Ongoing updates

Your team keeps the decisions and approvals.

Finance across a franchise portfolio.

Locations and entities bring different accounts, reports, and review points. Explore the approach for multi-location franchise operators.

For franchise operators →

Start with one finance workflow.

Bring the bookkeeping, invoicing, or reporting work that keeps piling up. We’ll walk through what it takes to hand it off.