Organize POS Z-reports and daily cash reconciliations for retail operationsautomatically
Track POS reports and cash so you can reconcile daily sales and maintain accurate cash flow records.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2025-10-08
Receipt #
123-4567890-123
Issuer
Expense
Organize POS reports for accurate cash reconciliation and sales tracking.
- Connect POS system exports or daily report folders.
- AI extracts location, date, sequence numbers, and cash amounts.
- Organize by location and date for daily reconciliation workflow.
Proof: 1.7k POS reports organized last month at 94.6% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
uber_trip.pdf
2025-10-08_Expense_Jordan-Uber_54-20.pdf
Example naming rule
Rename to 2025-10-08_expense_123-456789
Why teams adopt this workflow
Cash reconciliation: Organize daily cash reports for accurate reconciliation with bank deposits.
Location tracking: Track sales and cash by store location for multi-location management.
Loss prevention: Maintain complete cash documentation for loss prevention and audit compliance.
How it works
POS reports auto-name to Location_Date_Z-Report-Sequence_Cash-Amount.pdf with 94%+ accuracy, ready for reconciliation.
- Connect POS system exports or daily report folders.
- AI extracts location, date, sequence numbers, and cash amounts.
- Organize by location and date for daily reconciliation workflow.
FAQ
Can I handle multiple store locations?
Yes. Configure rules for different locations with appropriate organization and reporting.
Will it work with different POS systems?
Handles exports from major POS systems like Square, Toast, Lightspeed, and custom systems.
How do I track cash discrepancies?
Include cash amounts and expected vs. actual figures in filenames for variance tracking.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
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