Sales & Finance
One set of books for every place you sell.
Sales from your website, live shows, Whatnot, eBay, Shopify, Etsy, and Palmstreet all roll into the same dashboard and the same P&L — without separate spreadsheets or manual reconciliation.
Sales channels
All your channels. One view.
Sales data from the following sources consolidates automatically. Marketplace orders are imported via CSV when a live API isn't available.
- Website
- Live streams
- Whatnot (CSV import)
- eBay (CSV import)
- Shopify (CSV import)
- Etsy (CSV import)
- Palmstreet (CSV import)
Reporting
Revenue, COGS, and margin — per channel and overall.
The P&L view breaks down revenue by channel, subtracts cost of goods, and shows margins. Expenses can be recorded and attributed. The report updates as new orders come in or are imported.
- Revenue and COGS tracked per order
- Channel-level breakdown: website vs. live vs. imported
- Expense recording with category and date
- Margin visible per product and overall
Channel mix · one reporting layer (illustrative)
Invoices
Send invoices with a link to pay online.
Create an invoice for any order or custom amount, then send the customer a link. They pay via the connected payment processor — Stripe, PayPal, or Square. Payment status updates automatically.
- Invoices for individual orders or custom amounts
- Payment link sent by email
- Stripe, PayPal, or Square accepted
- Invoice status: draft → sent → paid
Sales tax & payouts
Tax recorded. Payouts tracked.
Sales tax can be recorded per order at the rate you specify. Payouts from each payment processor are tracked as line items in the accounting view, so you know exactly what landed in your account.
- Sales tax recorded per order
- Configurable tax rate per order or globally
- Payout tracking per payment processor
- Payouts visible alongside revenue in reporting
The Ledger
Receipts, expenses, vendors, and payouts — the money side of the business, in one place.
The Ledger is the money workspace for the business. Photograph a receipt and file it line by line (reusing the same AI-OCR pipeline as the rest of the platform), record and categorize expenses in bulk, run purchase orders and receive inventory from vendors, and match deposits against processor payouts with live variance on cash-drawer closeouts. Roots HQ is not a replacement for bookkeeping, accounting, or tax software — there's no reconciliation, AP/AR aging, or period-close workflow here.
- Receipts: photo capture, OCR line items, one-click filing by category
- Expenses: quick entry, bulk categorize, split expenses, auto-categorization rules
- Vendors & Purchasing: purchase orders, mobile receiving, vendor scorecards
- Payouts: deposit matching, discrepancy flagging, cash-drawer closeouts
Receipts, Expenses, Vendors, and Payouts all live in one workspace, tracked against your real transactions.
Mileage Tracker + Tax Center
Business miles, tracked as you drive — rolled up at tax time.
Log a trip in seconds (quick entry or full detail, round-trip flag, optional vehicle profiles), and the Tax Center pulls business mileage together with deductible expenses, sales tax collected, and processing fees for the year — broken down by purpose, event, and vehicle. If you're also deducting vehicle expenses in the same tax year, it raises a review flag rather than guessing which method to use.
- Quick Mileage Entry, standard + custom trip purposes, market/event linkage
- Per-year (and per-purpose) mileage rate, snapshotted on each trip
- Tax Center: business-mile total, trips needing review, breakdowns by purpose/event/vehicle
- Export as CSV, Excel, or a print-ready PDF — labeled an estimate, not tax advice
An organizational summary of your own trip and expense records — not tax advice.
In-person payments
A point of sale for markets and pop-ups.
The Roots HQ POS app runs on Square: charge a card with a reader, or type it in through Square's Web Payments SDK when you don't have a card in front of you — Square tokenizes the card, so the raw number never touches the app or our servers. The invoice is marked paid and a receipt goes out automatically. Tapping a phone to take a payment is not usable on most accounts yet. The native Square Tap-to-Pay module ships inside the app and the app checks for it at runtime; what is still needed is Square's own Tap to Pay entitlement, a mobile Application ID, and a Tap-to-Pay-eligible Android device.
- Card reader or keyed card entry, both charged through Square
- Card data is tokenized by Square — never stored or seen in raw form
- Invoice marked paid + receipt emailed automatically
- Falls back to a hosted payment link when neither method is enabled
Falls back to the hosted payment link automatically on devices without a reader — today’s flow stays unchanged either way.
See how Roots HQ fits your business.
A guided walkthrough of the platform, mapped to how you sell.