Case study · B2B SaaS · Sales reconciliation
Giving restaurants more control over sales reconciliation
My role: Lead Product Manager, partnering with the Accounting and Reporting PM, architecture, lead designer, developers, and QA.
The problem
Following the RASI acquisition, Back Office needed a sales reconciliation module to support customer migration. This was a new accounting domain for me: I had previously owned sales reporting for food cost management.
RASI customers depended on internal teams to configure their sales pages and map POS data. I wanted to give them control over that setup while ensuring the module supported accurate general ledger posting and financial reporting.
My approach
I learned the accounting workflows and worked with the Accounting and Reporting PM to understand how sales, taxes, tenders, discounts, and cash differences flowed into financial reports.
I proposed a sales-item model between POS data and general ledger accounts, then presented it to engineering and architecture for sign-off. It let customers create readable categories, assign accounting treatment, organize their reconciliation page, and map POS data themselves.
Stakeholders were concerned about customers assigning debits and credits incorrectly. We agreed on a correction path: customers could archive an incorrectly configured item and create a replacement.
The initial release supported daily reconciliation with weekly posting. Later feedback revealed that waiting until week-end delayed bank reconciliation. In summer 2026, we launched daily posting, improved the interface, and added draft saving so customers could review and approve sales when ready.
The result
The module launched and was actively used by customers. Feedback relayed through support indicated that daily posting helped users reconcile bank deposits sooner and stay organized. Satisfaction was not formally measured.
What came next
Manual setup remained time-consuming. I built an internal AI prototype that proposed sales categories and accounting mappings, surfaced uncertainty, and guided users through setup. Accounting SMEs verified its outputs. It remained an experiment when my tenure ended.