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Fernhill Café · Café and roastery

Month-end went from nine days to two.

Three neighborhood cafés and a small roastery, finally on one set of books.

The owner of a neighborhood café standing behind her counter with her arms crossed, smiling at the camera

Results

to close the month, down from 9
2 daysto close the month, down from 9
saved on bookkeeping each month
11 hrssaved on bookkeeping each month
of bank transactions matched automatically
94%of bank transactions matched automatically

The challenge

Fernhill Café grew from one counter to three locations and a roastery in six years. The books did not keep up. Each café kept its own spreadsheet, supplier invoices piled up in a drawer, and closing the month took Marta Ellison nine days of evenings.

Late supplier payments were starting to cost goodwill, and no one could say with confidence how much each location was actually earning.

The solution

Fernhill moved all three locations onto Lumen Ledger in a single weekend. Bank feeds from every account now reconcile automatically, and suppliers are paid from one clear list of what is due this week.

Managers capture receipts on the shop floor, and Marta reviews one shared dashboard instead of three spreadsheets.

In their words

I used to dread the first week of every month. Now I look at the dashboard over coffee and the month is basically closed.
Marta EllisonOwner, Fernhill Café

Close the books, not the door.

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