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Use caseUC0179

Check a franchisee's royalty statement, line by line

A franchisee sees a deposit that doesn't match the royalty bill and asks why. This app rebuilds the statement, line by line, and shows exactly where the numbers come from.

For the franchise finance deskRestaurants & QSR

Why it matters

Today's manual process, and the same job with the app

Franchise business services staff who answer a franchisee's written question about a royalty statement.

✕Today's manual process

1Read the settlement advice and the schedule to see which deductions add back and which don't.
2Check every store record for a note that restates a component's amount for another period.
3Rebuild the ladder in a spreadsheet tying the settlement figure to the sales figure the royalty was billed on.
4One missed adjustment means the franchisee's bookkeeper catches an error the business already sent.
Every royalty question worked from scratch

✓With the app

1The settlement and schedule are read together, line by line, add-back by add-back.
2Every store record is checked, and a restated amount is caught before it's used twice.
3The ladder is built and shown, tying to the sales figure billed, or naming the gap.
4Nothing is guessed, and anything it can't source is opened as a dispute instead.
People review only what the app can't source

See it work

One real case: what the app found, step by step

6145 Tarnwick North's March statement: nine components read straight from the settlement, one reclassified from a store record, one flagged as not on the schedule.

Check a franchisee's royalty statement, line by lineReference appBuilt to be shaped to your process
  1. 1The settlement's own figure The final advice remits 3,266.94 for the store-funded discount, before any restatement.
  2. 2The store discount, read PF-0011-01 says 2,455.94 was store-funded, so that's the figure added back.
  3. 3The record it's sourced to 811.00 was platform-funded under a campaign; the store-funded amount is 2,455.94.
  4. 4What it won't guess This cost isn't on the schedule, so it's flagged, not derived.
  5. 5What's left open Billed at 66,144.79; 792.98 stays an unresolved gap, not zeroed out.
  6. 6Routed for a person to approve CM-EQUIPREC, 792.98, opened as a dispute for the platform partner team.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
279 of 280statement lines correct, sourced and pricedmeasured in 06 Evals →
30 of 30statements that foot to their own totalmeasured in 06 Evals →
0 of 264components refused that it could readmeasured in 06 Evals →
6 of 16disputes with every field rightmeasured in 06 Evals →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour own basis schedule: which components add back, which deduct, which the platform excludes.
Your recordsYour settlement advices, store records and franchisee correspondence, exactly as your systems produce them.
Your systemsConnects to your settlement platform and store systems, read only, no changes made there.
Your screensThe statement layout, fields and wording your franchise finance team already uses.

Want this for your team?

Talk to us

We can run this on your own royalty statements and store records, inside your own environment.

Talk to us →
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