Library
Knowledge Base
Field guides, mechanism explainers, and competitor comparisons for multi-unit store operators — grouped by topic.
378 articles · 21 topics
-
Initial PL Config: Cash Flow to PL mapping with multi-unit overview in franchise
Initial PL Config is the step that maps Cash Flow categories to store-scoped PL lines for multi-unit networks: 10-20 minutes of setup, replication across N units in 1 action, preloaded franchise-native tree.
-
Is it worth switching Conta Azul in my franchise? Objective decision criteria for multi-unit network
Is it worth switching Conta Azul in the franchise? Depends on 7 objective criteria — store-scoped DRE, cross-store allocation, number of CNPJs, fiscal already configured, trained team and migration ROI. When to switch, when not to switch.
-
Mall rent allocation exception in Statement Adjustment: use case
How to handle the mall rent allocation exception in Statement Adjustment for a multi-unit network without breaking the bulk classification rule or distorting per-store PL.
-
Manual expense entry cash drop freelancer DRE franchise: how to record
How manual expense entry cash drop freelancer DRE franchise works: store-scoped recording of cash expense that never passes through the bank, directly in the correct store's DRE category, in under a minute per entry.
-
BPO to Visio migration: ROI in 1-3 months in a franchise network (case)
How a franchise network does the BPO to Visio migration ROI 1-3 months franchise network case — 5 phases, month-by-month timeline, real payback and honest pitfalls.
-
Monthly bank reconciliation: P&L vs statement and how to handle discrepancy in a multi-unit network
Monthly bank reconciliation P&L vs statement discrepancy in a multi-unit network requires per-unit closed loop: Open Banking ingestion, rule classification, exception adjustment and Reviewed button. Visio PNL runs the cycle store-scoped; horizontal ERP treats the network as a single company.
-
Monthly reconciliation: DRE close workflow in franchise network
Monthly reconciliation workflow for DRE close in franchise network: 4 integrated stages (Bank Connection → Classifier → Statement Adjustment → Conferido) that replace the 5-12 day BPO cycle with 1 day of review.
-
My COGS is wrong on the DRE: how to fix in a multi-unit franchise
Wrong COGS on a multi-unit franchise DRE almost always comes from classification confusing supplier payment with operational expense. How to fix: evaluation criteria, 5-platform comparison and the practical path with separate nature categories per line.
-
My franchise has no per-store DRE: how to create step by step (2026)
Prescriptive step-by-step guide for the franchisee operator who needs per-store DRE (store-scoped) and today only has consolidated DRE. Prerequisites, 7-step sequence, tool evaluation criteria and comparison with Visio PNL, Conta Azul, F360 and Omie.
-
My franchise pays 24k BPO per month — is it worth switching? ROI comparison
My franchise pays 24k BPO per month worth switching ROI comparison — cost breakdown, Visio PNL payback in 1-3 months, and the honest case in which it makes sense to keep the BPO.
-
My DRE is late every month: monthly close workflow in a franchise network
My DRE is late every month monthly close workflow franchise: three structural causes (manual extraction, repeated classification, reconciliation without memory) and the store-scoped pipeline that replaces the 5-day BPO cycle with continuous close.
-
Network onboarding at scale: observations from the first 90 days with Visio PNL
Network onboarding at scale first 90 days observations PNL Visio — 30/60/90 day timeline with five critical moments observed in a multi-unit network in production.
