How a Restaurant Group Gained Real-Time
Financial Clarity

Eliminating manual spreadsheets, reducing errors, and boosting margins with automated profitability tracking.

Client
Confidential
Industry
Hospitality & Food Service
Location
Portugal

The Problem

Running Blind on Margins

“We only saw our true numbers at the end of the month — often too late to fix mistakes or protect profitability.”

The Challenge

Visibility Without Spreadsheets

The restaurant group operated across multiple locations but had no clear, real-time view of financial health. Teams were stuck with:

  • 20+ hours/month wasted on manual spreadsheet reporting
  • Supplier invoices tracked and reconciled by hand
  • Delayed visibility into food cost and labor efficiency
  • Leadership decisions made on outdated or incomplete numbers

This made the business reactive instead of proactive, exposed margins to unnecessary risk, and limited its ability to expand confidently.

The Solution

Automated Profitability Monitoring System

Haipe designed a financial automation system that connected suppliers, POS data, and scheduling into one unified reporting workflow.

Invoice Automation

Captures and reconciles supplier invoices instantly.

POS Data Integration

Syncs daily sales data into centralized reporting.

Cost & Margin Engine

Tracks food, labor, and overhead costs in real time.

Executive Dashboard

Provides clear visibility of profitability trends across all locations.

The Results:
From Guesswork to Clarity

The impact was immediate and measurable:

15%

Margin Improvement

Real-time visibility exposed inefficiencies and protected profits.

12K

Saved in 3 Months

Early detection of cost overruns prevented losses.

20+

Hours Saved Monthly

Eliminated manual reporting and spreadsheet work.

9%

Revenue Growth

Smarter menu and staffing decisions driven by live profitability dashboards.

“Haipe gave us financial clarity across all our restaurants. We can now spot issues the same day, adjust quickly, and protect our margins. It’s like having a CFO’s insights without the overhead”

Finance Director

Confidential Client

Key Takeaway

Data-Driven
Decisions, Not
Guesswork

The Restaurant Financial Intelligence story proves Haipe’s promise: From Chaos to Flow.
With automation in place, the group now has real-time profitability tracking, improved margins, and the ability to scale with confidence.

The journey doesn’t stop here — the next chapter is about adding predictive analytics, inventory intelligence, and multi-location insights to scale smarter.

Ready to turn spreadsheets
into real-time insights?

Book a free automation audit with Haipe — and discover the invisible systems that deliver visible results.