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What is Coverpanda?

Coverpanda is an operations and finance platform designed for multi-location businesses. It centralizes financial and operational data and provides unified reporting to streamline management across locations. This guide introduces Coverpanda’s core concepts, the challenges it addresses, and how its features work together to enhance your operations.
Coverpanda centralizes multi-location finance and operations so teams start with shared metrics, permissions, and workflows.

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Who is Coverpanda For?

Coverpanda supports teams managing multiple locations or complex operations, including:
  • Operators: Gain visibility into performance across all locations.
  • Finance Teams: Consolidate accounting, banking, and point-of-sale (POS) data.
  • Franchise Development: Monitor onboarding and training across units.
  • Owners: Access clear, unified reporting without juggling multiple tools.

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Key Benefits

Unified Reporting

Standardize metrics and definitions across every location so leadership shares a single source of truth.

Secure Data Integration

Connect accounting, POS, and banking systems once to power dashboards without manual exports.

Granular Permissions

Govern access at organization and unit levels to keep sensitive performance data protected.

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Core Concepts

  • Organizations: Your company or brand, where you manage members, roles, and settings.
  • Units: Individual locations, stores, or entities, each with its own data and permissions.

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What You Can Do with Coverpanda

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Create and Share Reports

Build custom reports in the Reports Builder to track performance.
  1. Select metrics (e.g., Revenue, EBITDA) and date ranges.
  2. Add data blocks to visualize KPIs.
  3. Share reports as secure, view-only links or export them for stakeholders.
Learn More: See Reports Builder for details.

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Connect Data Sources

Integrate accounting (e.g., QuickBooks), POS, and banking data to power reports.
  1. Link data sources via Settings > Integrations (/[orgId]/integrations).
  2. Monitor connection status to ensure data accuracy.
  3. Keep data secure with encrypted connections.
Ensure integrations are verified to avoid data sync issues.

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Manage Access and Permissions

Control access to data with flexible permissions.
  1. Invite members to your organization at Settings > Members (/[orgId]/members).
  2. Assign unit-level access to restrict data visibility.
  3. Use role-based permissions to manage who can view or edit reports.
  4. Handle ownership transfers or access requests securely.
Regularly review permissions to maintain data security.

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How It All Works Together

  1. Connect Data: Link accounting, POS, and banking systems to centralize data.
  2. Track Performance: Build reports to monitor KPIs and share insights with stakeholders.
  3. Secure Access: Set organization- and unit-level permissions to protect sensitive data.

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Next Steps

  • Get Started: Learn the basics in Getting Started.
  • Create a Report: Explore the Reports Builder to build your first report.