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Finance

Know where the money is.

  • Payments reconciled.

    Import the bank file, and each payment is matched to the order it settles, with a warning when the currency or the beneficiary does not match.

  • What you will owe, and when.

    A payables forecast built from every open order's payment schedule.

  • Landed cost and margin.

    The full cost of every case, from the wine and its freight to receiving, storage and selling, and the contribution margin it leaves.

  • Targets and the executive view.

    Financial targets, and one dashboard across inventory, customers, finance, products and shipping.

Product

See Tavelo on your own orders.

A 30-minute walkthrough with the people who built it, using an Alberta agency's real workflow: a purchase order from proforma to payment, a freight quote, and the AGLC data behind your sales.

Book a demo