The operating system for
serious catering businesses

Your entire sales pipeline and event lifecycle, in one record

From first inquiry to signed contract, every touchpoint lives in a single record. Kanban pipeline, proposal builder, data-driven BEO generation, and a client portal with native e-signatures — all connected to the same event.

• CRM with kanban pipeline & lead tracking
• Unified event lifecycle — inquiry through archive
• Proposal builder & data-driven BEO generation
• Client portal with native e-signature
• Calendar, tasks, messaging & client request intake

Every event. One record. Seven stages.

The moment a lead converts, a single event record tracks everything from proposal to archive. Menu, pricing, payments, staffing, and the client portal — all tabs, all live, all connected to the same data.

• Stage-based lifecycle with forward & backward movement
• Menu, pricing, payments, staffing & portal in one record
• Native e-signature — share portal link to collect
• Cross-module flags to notify kitchen, FOH & staff
• Print BEO directly from the event record

Your kitchen runs on data, not memory

Build your recipe library once. Scale quantities automatically to any guest count. Prep sheets and pull lists generate themselves from your event menus — with production buffers already calculated in.

• Recipe library with costing & scaling
• Auto-generated prep sheets from event menus
• Pull lists with production buffer math built in
• Ingredient inventory with low-stock alerts & count sheets
• Food cost reporting per event and per menu item

Every venue, every setup, documented and ready

Venue database with load-in details, parking, and ops notes. Visual buffet layout and floor plan designer with real-world dimensions. Pull lists and checklists that update as the event evolves.

• Venue database with detailed load-in specs
• Visual buffet layout & floor plan designer
• Pull lists tied to event equipment needs
• Event checklists — setup, during, breakdown
• Section layouts & staffing ratios

Schedule, clock in, and pay your team without leaving the platform

Drag-and-drop scheduling tied to your event calendar. GPS time clock with tablet kiosk mode for on-site clock-in. Overtime tracking, Gusto-compatible payroll export, and a staff portal your team can actually use.

• Team roster with departments & HR documents
• Drag-and-drop scheduling with draft & post workflow
• GPS time clock & tablet kiosk mode
• OT tracking & Gusto-compatible payroll export
• Staff portal — schedule, hours, availability & time off

Your financials, without the accountant overhead

Drop a vendor invoice, a bank statement, or a scanned receipt — the AI reads it, classifies it, and routes it to the right place. Merchant learning means it gets smarter with every document.

• AI Magic Reader — drop any document, it knows what it is
• Transaction categorization with merchant learning
• Invoice & vendor bill management
• P&L, food cost, cash flow & tax reports
• QuickBooks CSV export & compliance document storage