The Lieutenant platform
Close, payables, sales-to-cash, forecasting, leases, and the documents behind them. Lieutenant does the recurring work across your locations and entities, and puts every decision in front of the person who owns it.
Portfolio close · sample
Sample dataLocation P&L
Rolled up
Entity cash
Rolled up
Portfolio
3 of 4 ready
Illustration with sample locations. Not a product screen or customer result.
How it fits together
The same shape runs under every capability, so adding a second workflow doesn't mean learning a second tool.
01 · Connected inputs
02 · Lieutenant does the work
03 · A person reviews
04 · You get
Illustrative flow. Which systems connect and who reviews is agreed in scope for each engagement.
The core of the platform: the books, the payables, the cash, and what comes next.
Transactions posted, accounts reconciled, entities consolidated, on a calendar you set.
Waits for a person
Adjusting entries and unexplained differences wait for the reviewer named in scope.
Invoices read, coded, routed for approval, and prepared for payment.
Waits for a person
Nothing is paid without the approval your rules require. Payment release stays with your team.
POS and delivery sales matched to deposits, with fees and variances explained.
Waits for a person
Variances above your threshold come to a person with the supporting detail.
Per-location cash outlook, budgets, and scenarios built from the closed books.
Waits for a person
Assumptions are yours. Lieutenant prepares the model; your team decides what it says.
Every location has a lease. Keep the terms, dates, and charges straight.
Leases read into structured terms, key dates tracked, ASC 842 schedules prepared.
Waits for a person
Abstracts and schedules are reviewed by the person responsible for lease accounting before they are relied on.
Rent and CAM invoices checked against lease terms and landlord statements.
Waits for a person
Disputes and payments are decided by your team, with the lease clause attached.
The paperwork around the locations that finance eventually depends on.
Equipment inventory, maintenance history, and service requests by location.
Waits for a person
Vendor selection and spend approvals stay with the people your rules name.
Bills, leases, permits, and notices classified, extracted, and filed by location.
Waits for a person
Documents that don't match a known type come to a person instead of being guessed.
Custom workflows
Built around how your business actually works.
Start with an existing workflow or work with us to configure one around your systems, business rules, and approval steps.
Sample workflow shape
Your books, your choice
Both are scoped options. Neither is a condition of starting.
Option A
Lieutenant posts, reconciles, and reports inside the accounting software you already run. Your chart of accounts and history stay where they are.
Option B
For groups outgrowing a patchwork of files, the books can run on the platform with location and entity structure built in from the start.
Accounting review
Before a workflow goes live, we write down who reviews what and at what threshold. Lieutenant follows that map: routine items move, and anything outside the rules lands with the named person, with the evidence attached.
Review map · sample scope
| Item | Rule | Reviewer |
|---|---|---|
| Deposit variance | Over threshold you set | Controller |
| Vendor invoice | New vendor or over limit | Ops lead |
| Adjusting entry | Always | Controller |
| Lease schedule | Before first use | Lease owner |
Illustrative review map. Roles and thresholds are set with you in scope.
By operator
Multi-club gym, studio, and wellness operators with recurring member billing.
Explore the solution →Multi-unit franchisees and groups running several brands or entities.
Explore the solution →Hotel owners and management groups reporting by property, department, and owner entity.
Explore the solution →Infrastructure owners, operators, and service companies coordinating projects, assets, sites, and entities.
Explore the solution →Logistics providers, carriers, brokers, and delivery operators coordinating customers, shipments, and billing.
Explore the solution →Finance and operations teams at PE-backed businesses preparing consistent reporting for their sponsors.
Explore the solution →Restaurant operators, including quick-service restaurants (QSR), where daily sales, delivery, and distributor invoices drive the books.
Explore the solution →Multi-store retail, salon, and personal care operators selling services and product.
Explore the solution →Questions
No. Lieutenant can work inside the accounting system you already use, or run a ledger on the platform if that is a better fit. That choice is made during scoping, and a migration is never a requirement to start.
It depends on your stack. We confirm each POS, bank, delivery, payroll, and accounting connection for your setup during scoping rather than promising a universal list. Where a direct connection isn't available, we agree on an export or upload path.
The reviewers and approvers are defined in scope for each workflow: for example, your controller for adjusting entries and an operations lead for invoice approvals. Lieutenant routes items to those people; it does not make their decisions for them.
Not universally. Refresh timing depends on each source system and the cadence you agree on, such as daily sales matching or a monthly close calendar.
With one recurring workflow, usually close, payables, or sales-to-deposit matching. You see it run on your own work before adding the next.
Bring close, payables, or sales-to-cash. We'll scope connections, reviewers, and the ledger choice with you.