Run CafeTally with fewer handoffs.
Guides for setting up stores, tracking stock, reviewing receipts, building recipes, watching margins, connecting integrations, and managing your team.
Docs source
The suite is Markdown-backed and exposed through docs llms.txt for AI support workflows.
Start here
Start
Getting started
Set up a CafeTally workspace, create your first store, and choose the workflows to configure first.
Operations
Stock checks and storefront forms
Build stock forms, share QR access, collect counts, and review low-stock activity.
Costing
Products, recipes, and costing
Build products, attach recipes, calculate COGS, and keep menu margins connected to real purchase costs.
Costing
Receipts and price drift
Upload supplier receipts, review line-item matches, update costs, and catch price changes before margins slip.
Finance
Finance and Plaid
Connect bank data, sync transactions, review cash flow, manage categories, and protect finance pages with MFA.
Operations
Square integrations
Connect Square, use catalog and location data, and support inventory workflows that depend on POS activity.
Automation
Rulebooks and automation
Create scheduled operational rulebooks for repeated Square inventory updates and recurring stock routines.
Reference
Connect CafeTally to ChatGPT, Codex, and Claude
Connect CafeTally to ChatGPT, Codex, and Claude with MCP. Copy the server URL, sign in with OAuth, and review cafe finances, inventory, recipes, costs, and expenses.
Administration
Team, access, and security
Manage team members, account security, MFA, data retention, and admin workflows.
Reference
Connect CafeTally to Claude
Connect Claude to CafeTally through the secure remote MCP connector for inventory, costing, products, recipes, receipts, expenses, and Square workflows.
Automation
AI chat and agent workflows
Use CafeTally chat to inspect store context, create products, audit COGS, and work with receipts.
Reference
Troubleshooting
Diagnose common setup, inventory, costing, receipt, finance, and integration issues.