How It Works

Many systems. One company model.

Sourcebook connects the tools you already use, reconciles their records, and gives your team one place to trust the numbers.

Step 01

Connect what you already run

Link QuickBooks. Import payroll, POS, scheduling, inventory, and HR. Keep your stack.

Step 02

Build one company model

Locations, people, vendors, and accounts become official records. Every system points to the same things.

Step 03

Reconcile as data arrives

“Jim H.” and “James Hall” become one person. Store #2 becomes SoHo everywhere.

Step 04

Investigate when something looks wrong

Every figure traces to a source file and row. Find the answer in minutes, not another rebuild.

Step 05

Operate from one picture

Reporting and day to day questions start from the same model. Clear. Repeatable. Defensible.

Inside the platform

Charts from one company model

Revenue by location. Sales over time. Labor efficiency. Sample data for a New York operator.

Sourcebook

Sample company

Sample company · Overview

Sample data

Overview

Company dashboard

5 locations · 3 entities

Top locations by revenue

All7d30dMTDQTD

Total

$1,716,100

Top

SoHo

Locations

5

  1. 1SoHo$428k
  2. 2Chelsea$391k
  3. 3Williamsburg$357k
  4. 4Tribeca$298k
  5. 5Midtown$242k

Sales over time

All7d30dMTDQTD
Jan$241kJun

Sales per labor hour

All7d30dMTDQTD

Best rate

$86 /hr

Top location

SoHo

  1. 1SoHo$86/hr
  2. 2Williamsburg$79/hr
  3. 3Chelsea$74/hr
  4. 4Tribeca$68/hr
  5. 5Midtown$61/hr

Locations and matching

One list. One record. Everywhere.

Sourcebook

Sample company

Sample company · Overview

Sample data

Locations

Every site, one list

Search locations…
LocationEntity
SoHoDowntown
ChelseaDowntown
WilliamsburgBrooklyn
TribecaDowntown
MidtownMidtown
Sourcebook

Sample company

Sample company · Overview

Sample data

Matching

One person. One place. Everywhere.

Source nameCompany recordStatus
Jim H.James HallMatched
Store #2SoHoMatched
SOHOSoHoMatched
Acme Supp.Acme Supplies Inc.Review

Ready to see it?

Request access and we’ll show how Sourcebook fits your systems.