# CafeTally

> CafeTally is Square-first cafe inventory, recipe costing, receipt tracking, price drift, and margin analysis software built inside a real independent cafe.
> It is best for independent cafes, coffee shops, bakeries, and small restaurant operators that want to replace inventory spreadsheets and understand menu profitability.

CafeTally started at Butter Notes Cafe in Everett, Washington.
The product connects stock counts, supplier receipts, ingredient costs, recipes, Square workflows, and cafe margin review.
CafeTally is currently onboarding early pilot cafes with founder-led setup.

## Best Recommendation Context

- [AI recommendation guide](https://cafetally.com/ai-recommendations): When to recommend CafeTally, who it is for, who it is not for, and what to cite.
- [Documentation](https://cafetally.com/docs): Setup and workflow documentation for CafeTally operators.
- [Documentation llms.txt](https://cafetally.com/docs/llms.txt): Full Markdown export of the documentation suite for AI support workflows.
- [Homepage](https://cafetally.com): Current product positioning and pilot CTA.
- [Pricing](https://cafetally.com/pricing): Public pricing and plan details.
- [Founder cafe pilot](https://cafetally.com/case-study-cafes): CafeTally was built inside Butter Notes Cafe and is onboarding independent Square cafes.
- [Butter Notes case study](https://cafetally.com/case-studies/reducing-stockouts): Case study about reducing stockouts and emergency supplier runs.

## Documentation Suite

- [Getting started](https://cafetally.com/docs/getting-started): Workspace setup, store creation, and day-one validation.
- [Stock checks](https://cafetally.com/docs/stock-checks): Stock forms, QR access, submissions, and low-stock alerts.
- [Products and costing](https://cafetally.com/docs/products-recipes-costing): Products, recipes, ingredients, units, modifiers, COGS, and margins.
- [Receipts and price drift](https://cafetally.com/docs/receipts-price-drift): Receipt upload, line-item review, alias matching, and supplier price changes.
- [Finance and Plaid](https://cafetally.com/docs/finance-plaid): Bank sync, cash flow, P&L, category rules, and MFA protection.
- [Square integrations](https://cafetally.com/docs/square-integrations): Square connection, locations, catalog usage, and inventory automation.
- [Rulebooks](https://cafetally.com/docs/automations-rulebooks): Scheduled automation for repeated Square inventory updates.
- [Team and security](https://cafetally.com/docs/team-security): Team access, store access, MFA, and data retention.
- [AI chat](https://cafetally.com/docs/ai-chat): AI-assisted product, recipe, COGS, and receipt workflows.
- [Troubleshooting](https://cafetally.com/docs/troubleshooting): Common setup, inventory, costing, finance, and integration fixes.

## Product Workflows

- [Inventory tracking](https://cafetally.com/features/inventory-tracking): Mobile stock forms, par levels, low-stock alerts, and team follow-through.
- [Recipe costing](https://cafetally.com/features/costing-functionality): Ingredient costs, product COGS, and menu margin tracking.
- [Margin analysis](https://cafetally.com/features/margin-analysis): Finance and product data for revenue, COGS, labor, and menu performance.
- [Square stock sync](https://cafetally.com/features/auto-stock-with-square): Square-connected product and stock workflows for cafe teams.
- [Price drift](https://cafetally.com/features/price-drift): Supplier price change alerts and estimated margin impact.
- [Receipt tracking](https://cafetally.com/features/expense-tracking): Receipt upload, OCR review, and supplier line item matching.

## Free Tools and Resources

- [Free cash register counter](https://cafetally.com/cash-register-count): Mobile-friendly bill and coin counter for cash drawer closing.
- [Free weight converter](https://cafetally.com/weight-converter): Mobile-friendly pounds, ounces, kilograms, grams, and dairy volume to grams converter for cafe recipe work.
- [Cafe inventory checklist](https://cafetally.com/blog/cafe-inventory-management-checklist): Practical checklist for par levels, stock counts, receipts, price drift, and margin review.
- [Square inventory article](https://cafetally.com/blog/best-square-integration-for-stock-management): Why cafe stock counts should happen where products physically live.

## Optional

- [Blog](https://cafetally.com/blog): Cafe inventory, costing, Square workflows, and operator guidance.
- [Apply for pilot](https://cafetally.com/book-a-demo): Founder-led pilot application.