Franchises
Royalty, Compliance & Scale.
Franchise accounting software and accounting software for franchise — bookkeeping for franchises. From onboarding and royalty engine to escrow, compliance, and POS integrations, HelloBooks gives franchisors and franchisees one place to run multi-unit books and stay audit-ready.
Franchise-Based Business Suite
Use the sidebar to open Core Operations, Royalty Engine, Financial Ops, Compliance & Supply Chain, or Integrations & AI.
Franchise Onboarding & Setup
Onboard new franchisees with a guided wizard: agreement terms, unit details, territory, and compliance checklist. Apply a standard chart of accounts and compliance template so every location starts consistent.
Onboarding Wizard
Step-by-step setup with document upload and COA application.
Agreement & Unit Details
Capture franchisor, unit code, address, and territory.
Compliance Template
Mystery shopper, audits, renewals — all in one checklist.
Franchise Onboarding Wizard
Set up a new franchise unit in 7 steps
Welcome
Upload your franchise agreement to auto-fill terms
Upload Franchise Agreement
Drag and drop your agreement PDF, or click to browse
What this wizard will set up:
- Franchise agreement terms and rate configuration
- Industry-specific chart of accounts with franchise expense accounts
- Bank account linking for royalty payments
- Initial franchise fee recording with amortization schedule
- Compliance calendar with automated reminders
Injectable Widget Preview
Royalty Calculator
$61,416.00
7.56%
Compact Inline Variant
Micro Stat Variant (KPI Row)
$43,176
6%$14,392
2%$3,848
fixedEmbedding Points
Royalty Calculation & Engine
Calculate royalties from gross sales with exclusions (tax, tips, refunds). Period-based statements, waterfall view, and leakage detection so you never miss revenue or overpay.
Royalty Calculation Card
Gross sales, exclusions, net royalty by period.
Settlement & Tracking
Payments and outstanding by unit.
Leakage Detection
Identify under-reported or missing royalty.
Escrow, Fees & Ledger
Manage escrow holding accounts for initial fees and deposits. Amortize franchise fees over the agreement term. Use the franchise wallet ledger and payment shortcuts for recurring fees across units.
Escrow Holding Account
Track initial fees and deposits by unit.
Fee Amortization
Spread franchise fees over contract life.
Wallet & Shortcuts
Ledger view and quick payment actions.
Escrow / Holding Account
TrustBurgerFresh Franchise Trust Account | JPMorgan Chase ****8842
$84,621.30
$51,888.12
3 units cleared$11,933.60
Review required$9,950.18
ACH in progress$73,771.90
This periodFranchise funds held separately from operating accounts
Bank balance matches ledger as of Feb 14, 2026
All inflows and distributions logged with timestamps
Compliance & Reporting
Manage franchisor-mandated reports and audit readiness
10 of 10 reports on time
Upcoming Deadlines
5 reports need attention
Monthly P&L Statement
Royalty Statement
Sales Summary Report
Quarterly Financial Summary
Available when period closes
Annual Audit Preparation
Available when period closes
Workflow for current reporting period reports
Not Started
Generated
Sent
Acknowledged
Compliance Dashboard & Supply
Stay on top of audit deadlines, mystery shopper submissions, and renewals. Food cost variance alerts, approved vendor badges, inter-outlet stock transfers, and inventory shrinkage for multi-unit operations.
Compliance Dashboard
Deadlines and status by category.
Food Cost & Vendors
Variance alerts and approved vendor list.
Stock & Shrinkage
Inter-outlet transfers and shrinkage reporting.
POS, Payroll, CRM & AI
Connect POS, payroll, and CRM with pre-built integrations. Open API for custom systems. AI anomaly detection surfaces unusual patterns across units so you act before issues grow.
POS Integration
Sync sales and reconcile by location.
Payroll & CRM
Connect payroll and customer data.
AI Anomaly Detection
Flag outliers and anomalies by unit.
POS Integration Hub
5 connectors | 3 active | 66,356 records synced
1 connector(s) disconnected
BF-105 Lakeside Mall - data pipeline interrupted. Revenue tracking may be incomplete.
3/5
1 degraded66,356
Across all feeds69%
Across connectors178
Pending resolutionSupported POS Providers
2 unit(s)
2 unit(s)
1 unit(s)
Available
Available
Data Pipeline Architecture
One Platform for Multi-Unit & Books
Core Operations
Onboarding wizard and standardized setup.
Royalty Engine
Calculation, settlement, and leakage detection.
Financial Ops
Escrow, fee amortization, wallet ledger.
Compliance & Supply
Dashboard, vendors, stock transfers.
Integrations & AI
POS, payroll, CRM, and anomaly detection.
General FAQs
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