Business BI Reports

Live

For: Restaurant owners, retail storefront operators, food & beverage businesses

Upload sales exports, payout statements, bank records, and vendor invoices. SaralFlow produces a monthly owner-ready BI report — no spreadsheets, no bookkeeper waiting.

The problem

Messy sales reports and unclear revenue mix

No login requiredNo file upload neededReal workflow — click through each step

What you'll see in this demo

  1. 2Sample business bi reports documents — the types you upload
  2. 3What SaralFlow finds automatically — no data entry
  3. 4The items that need your attention — only what matters
  4. 5Your final output — monthly bi report

Built for many owner-operated businesses

One Business BI report engine — starting presets for restaurants, food trucks, gas stations, liquor stores, beauty services, and generic retail. New types are added mostly by configuration, not by rewriting report code.

Restaurant

Active — best supported

Full-service and quick-service restaurants with POS sales, delivery platforms, vendor invoices, and bank deposit matching.

Pain point

Delivery payout mismatch vs daily sales

Documents needed

POS or Clover sales export

Sample output

Full 3-page owner report (B2K sample)

View sample report

Food truck

Profile ready

Mobile vendors with event sales, Square/Clover exports, catering income, and commissary costs.

Pain point

Event-based revenue mixed with daily routes

Documents needed

Square POS export · Event or catering sales sheet

Sample output

Total sales · In-house sales · Online / delivery sales

Gas station / C-store

Demo foundation

Fuel plus in-store sales with delivery invoices, lottery/EBT lines, and shift cash reconciliation.

Pain point

Fuel sales vs in-store sales different margins

Documents needed

POS or Clover sales export · Fuel delivery invoice · Operating bank statement

Sample output

Total sales · In-house sales · Online / delivery sales

Liquor store

Demo foundation

Alcohol retail with distributor invoices, POS exports, and cash/card deposit tracking.

Pain point

Distributor invoices vs POS sales

Documents needed

POS or Clover sales export · Liquor or alcohol distributor invoice

Sample output

Total sales · In-house sales · Online / delivery sales

Beauty / nail / threading

Profile ready

Salons, nail studios, and threading shops with booth rent, tips, Square exports, and product sales.

Pain point

Booth rent vs service income

Documents needed

Square POS export

Sample output

Total sales · In-house sales · Online / delivery sales

Generic retail

Profile ready

Product sales from POS or e-commerce with vendor costs, refunds, and bank deposit matching.

Pain point

Product sales across POS and online

Documents needed

POS or Clover sales export

Sample output

Total sales · In-house sales · Online / delivery sales

Don't see your business? Use Generic retail. SaralFlow can still organize sales, deposits, expenses, invoices, and missing documents.