Axis Digital › Financial Suite › The Daily Close

The paperwork that actually gets done.

Daily entries with a miss counter per store, a cash journal with a full audit trail, and register-to-QuickBooks reconciliation that surfaces only what doesn't match.

📋 Gap counters per store
💰 Cash journal + audit trail
🔄 ERPLY → QBO matching
The close list

Every store's daily paperwork, with the gaps showing.

Cash journal, DSC sign-ups, customer sign-ups, birthday cards — the small daily entries that quietly stop happening. The dashboard counts the misses out loud: 28 missing cash entries, 104 missing sign-up entries, 35 missing customer entries in the last 30 days.

That's a real screenshot from real stores, and it's the point: you can't fix a habit you can't see. The number is the accountability.

  • One card per daily task, per store, with a miss counter
  • Add today's entry or view history in one tap
  • Rolls up across every store you're responsible for
Every store's daily paperwork, with the gaps showing.
A real gap list — the dashboard names what didn't get done.
Cash journal

Cash, checks, and over/short — recorded daily, kept forever.

Each store logs the day's cash, checks, and deposit; over/short computes itself. Two hundred and ten entries deep here, with a standing banner for any day still missing in the last ninety.

Every row carries who entered it, who changed it, and when — so the cash conversation is about a record, not a memory.

  • Per-day cash, checks, over/short, and total deposit
  • Missing-entry banner scoped to the last 90 days
  • Created-by / updated-by audit trail on every row
Cash, checks, and over/short — recorded daily, kept forever.
The journal: 210 entries, one missing day flagged. (Staff names blurred for the web.)
Register to QuickBooks

The daily deposit, reconciled automatically.

Axis pulls each day's register totals and matches them against what actually posted to QuickBooks — per store, per day. Matched days go quiet; the ones that don't line up surface as variances or Missing From QBO with a one-click Post.

A real window: 286 days matched, 108 carrying a variance, 55 card deposits pending — and an undeposited-cash tile per store counting the days since the last deposit.

  • Per-store, per-day ERPLY → QBO matching
  • Variance and missing-entry statuses with one-click posting
  • Undeposited-cash aging per store
The daily deposit, reconciled automatically.
Reconciliation at a glance — dollar values blurred here, exact in your account.
⚡ Financial Suite Power-Up

Part of the Financial Suite.

Included in the Financial Suite power-up at $149/store/month, added to any Axis Platform subscription.

See it in action →

Close the day the same way every day.

See the gap list, the cash journal, and live reconciliation in one demo.

📅 Book a Demo →

Book a Demo

See the Analytics Dashboards in action — 30 minute walkthrough

March 2026

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