See the finished output first
SaralFlow is built for owners: a plain-English monthly report with earnings, expenses, vendor fees, payables, cash, and next actions — backed by a reviewable trail of facts and ledger rows.
SaralFlow supports multiple businesses per user. You can create separate reports per business or per month when needed.
SaralFlow compares delivery platform payout statements with bank account activity to confirm whether vendor payouts were actually deposited.
Sample Monthly Business Report
Demo data — clearly labeled. No misleading claims.
Revenue overview
Sales by channel with owner KPIs
Delivery/platform fees
Fee breakdown and payout signals
Expense & cash flow
Categories and cash movement
Preliminary P&L
Approved-only estimate with clear caveats
Vendor payables
Invoices → payables table
Sample Monthly Business Report
Bombay to Kathmandu Kitchen (B2K) · May 2026. Fictional demo restaurant — not a live customer.
Revenue Overview
Sales by channel
Total sales
$55,579
In-house
$25,936
Online vendors
$28,523
Bank deposits
$39,089
Delivery Platform Fee Report
Fees vs payouts by platform
DoorDash
Fee 39.3% · $5,183
Uber Eats
Fee 38% · $2,624
Beyond Menu
Fee 8.7% · $633
LevelUp/Grubhub
Fee 32.1% · $338
Total vendor fee loss: $8,406
Expense & Cash Flow
Categories from approved evidence
Cash available
$2,495
Ending bank balance
$22,907
Preliminary P&L
Approved-only estimate · not CPA-certified
Preliminary owner-management estimate. Not tax or accounting advice.
Vendor Payables
Invoices → payables table
| Vendor | Invoice | Amount | Status |
|---|---|---|---|
| Sysco | INV-48291 | $14,121 | open |
| SR Highland LLC | Rent May | $2,400 | paid |
| National Grid | UTIL-8821 | $680 | partial |
| Restaurant Depot | RD-1192 | $1,240 | open |
What it looks like in SaralFlow
Polished UI previews — not full screenshots yet. All values are sample demo data.
Document Facts Review
Confirm extracted invoice fields
- Vendor nameSyscohigh
- Invoice total$14,120.50high
- Invoice date2026-05-18medium
- Due date2026-06-05medium
Before / After Spreadsheet
Totals rows ignored · transactions kept
Before
Row skipped: Grand Total
Date: —Channel: Grand TotalCash: —Card: 12,500.00DoorDash: —After
Approved transaction
Date: 2026-05-01Channel: DoorDashCash: 450.00Card: 0DoorDash: 0What owners want to know
Example demo-style quotes — not verified customer testimonials.
“I finally know what DoorDash is actually costing me.”
“I uploaded my files and could see the whole month in one report.”
“This is the report I wish I had before month-end close.”
Download sample report PDF
Static PDF coming soon — open the full sample report and use Print / Save as PDF in your browser.
Modules gallery
These are product modules/features — shown as demo cards without adding new backend functionality.
Smart Document Intake
Drop PDFs, Excel, and CSV files. SaralFlow classifies them and routes the workflow.
Spreadsheet Column Setup
Turn messy sheets into clean ledger rows with wide-channel support (cash/card/platforms).
Quick Review Queue
Plain-English issues only — fix what matters and ignore the noise.
Document Facts Extraction
Reviewable facts extracted from invoices and payout statements (with confidence cues).
Ledger View
A full details table with source links back to the raw evidence rows.
Sales & Income Report
Revenue mix by channel with owner-friendly KPIs.
Delivery Platform Fee Report
Fees by platform, payout totals, and what’s worth reviewing.
Expense & Cash Flow Report
Expense categories and cash movement signals from approved evidence.
Preliminary P&L
An approved-only profit/loss estimate with clear labels and caveats.
Vendor Invoice Tracker
Classify invoices, extract totals, and keep vendor costs organized.
Vendor Payables
Invoices → facts → payables table, with paid/unpaid/partial status support.
AI Document Reader
AI-assisted extraction for unknown formats — always reviewable, never invent numbers.
Bank Deposit Matching
Match expected deposits from sales/payouts to the bank and flag variances.
Month-over-Month Trends
Trend context across months — revenue, fees, expenses, and cash signals.
Multi-Location Reports
Roll up multiple locations with drill-down per store/restaurant.
Business Type Templates
Presets for different retail/micro-business types — added mostly by configuration.
Demo videos
Placeholders only (no MP4s or external embeds yet).
The Drop — upload & classification
Drop files. SaralFlow classifies them, reads the key numbers, and routes the workflow.
Video placeholder
Shot summary: Open on messy file pile → drag CSV/PDF/Excel → badges appear (Clover, DoorDash, bank, invoice) → workbook summary card → CTA to review.
The Fee Report — DoorDash / Uber / Grubhub / Beyond Menu
Delivery fees by platform, payout totals, and which mismatches need review.
Video placeholder
Shot summary: Split-screen platform fee table → highlight DoorDash 39% vs Beyond Menu 8.7% → bank deposit match status → owner takeaway callout.
3 Questions — the review queue
Plain-English issues only: what's missing, what needs review, what to do next.
Video placeholder
Shot summary: Review inbox with 3 cards → missing date, payout mismatch, unclear check → approve/ignore actions → queue clears.
Vendor Payables — invoice to payable
Invoice facts → payables table → paid/unpaid/partial state.
Video placeholder
Shot summary: Upload Sysco PDF → facts panel → confirm → payable row appears → mark paid toggle.
BI Reports — sales, expenses, P&L
Sales & Income, Delivery & Payouts, Expense & Cash Flow, and Preliminary P&L.
Video placeholder
Shot summary: Tab through BI summaries → revenue KPIs → fee breakdown → expense categories → net estimate disclaimer.
Sample outputs
Links to real demo surfaces where available, otherwise clearly marked “Coming soon”.
View sample report
Full print-ready monthly owner report
Print / Save as PDF
Open the sample report, then use your browser Print dialog
Sales by channel
Revenue overview preview card
Delivery payout summary
Platform fee breakdown preview
Expense & Cash Flow
Expense categories + cash signals
Preliminary P&L
Approved-only net estimate
Vendor payables table
Sample payables rows (demo data)
Document facts review example
Invoice field confirmation UI
Before/after messy spreadsheet
Totals ignored · transactions kept
Download sample report PDF
Static PDF file coming soon — use Print / Save as PDF for now