Start Strong With Restaurant 365 — And Stay Supported Every Step

Expert Restaurant 365

Implementation & Support

From implementation to ongoing support, we help you get the most out of Restaurant 365 with tailored onboarding, expert training, and custom reporting for every department.

Restaurant365 is powerful

but only if it’s set up the right way and aligned with how your team actually works.

That’s where we come in. We offer expert Restaurant 365 implementation and support services that help you go beyond the software and turn it into a tool your business actually uses. Whether you’re a single concept scaling up or an enterprise group rolling out to dozens of locations, we handle everything from white-glove onboarding to custom financial reporting and department-specific training. Our team understands restaurant operations, finance, and technology — and we use that experience to guide your setup, train your teams, and make sure the platform supports every part of your business.

With us, Restaurant365 becomes more than software — it becomes your competitive edge.

Once you’re live, we don’t disappear. We provide ongoing support, help you manage your system as you grow, and can even take over accounting through our dedicated R365-trained team. We also offer advanced features like recipe management, item cleanup, and reporting customizations to make your data accurate and actionable.

What we offer

R365 Implementation & Onboarding

Launch Restaurant365 the Right Way — With a Team That Knows It Inside and Out

We guide your Restaurant365 rollout from day one — configuring the platform to match your operation, training your departments, and ensuring a clean, complete go-live.

what’s Inlcuded

  • Chart of accounts, locations, users, workflows — all tailored to your structure and needs.

  • Dedicated project leads to guide timelines, hit milestones, and communicate with all stakeholders.

  • Hands-on training for finance, ops, HR, and accounting teams so every user is equipped from day one.

Ongoing Support & Optimization

Start Getting the Value You Expected from R365

Whether you’ve just rolled out Restaurant365, are dealing with a setup that never quite worked, or have experienced internal team changes that left the system underused — we step in to clean up, optimize, and support your platform. From accounting corrections to custom reports and recipe builds, we help you get the most out of Restaurant365, no matter where you’re starting from.

what’s Inlcuded

  • We identify and fix common setup issues in Restaurant365 — cleaning item lists, resolving mapping errors, and tightening workflows for accurate financials.

  • Custom P&Ls, dashboards, and KPIs that deliver decision-ready data for your leadership.

  • We build out recipes, ingredients, and new items in R365 so you get accurate food costing, inventory tracking, and operational visibility from the start.

R365-to-Accounting Transition Services

Already on R365? Let Us Take Over Your Accounting — Without Changing Systems

Ready to offload your books? We provide a seamless transition from R365 implementation to ongoing accounting services — using the same system and workflows you’ve already built.

what’s Inlcuded

  • Internal transition between our teams to maintain continuity, preserve data integrity, and reduce disruption to your operations.

  • Our accountants work directly in your R365 environment — ensuring accurate records, clean closes, and complete visibility without a system migration.

  • Full-service accounting operations using your Restaurant365 setup, tailored to restaurant-specific processes and reporting needs.

How it works

  • Step 1

    Meet You Where You Are

    Whether you’re exploring a move to Restaurant365, mid-migration, or already live and struggling — we assess your situation, identify gaps, and build a path forward.

  • Step 2

    Align Services With Your Operational Goals

    Based on your needs, we recommend the right mix of support: onboarding, cleanup, training, reporting, or full-service accounting.

  • Step 3

    Execute With Dedicated Experts

    Our team gets to work — cleaning up your system, training your departments, and handling everything from implementation to financial handoff.

  • Step 4

    Support, Optimize, and Grow

    Once in place, we stay with you — offering responsive support, continuous improvements, and scalable services as your business evolves.

Frequently asked questions

  • Not at all. Whether we handled your rollout or not, we can step in to clean up, support, and optimize your Restaurant365 environment — even if it’s mid-implementation or years post-launch.

  • Yes. If you’re still exploring options, we’ll help evaluate your needs and determine whether Restaurant365 is the best platform for your operation — and if it is, we can handle your full setup.

  • Absolutely. After install, we continue to support your team with updates, troubleshooting, and remote helpdesk services to ensure long-term success and system reliability.

  • Absolutely. We build custom P&Ls, dashboards, and performance reports tailored to your leadership team’s goals — giving you clean, actionable data every period.

  •  That’s where we come in. We audit and clean your system — fixing your chart of accounts, item database, workflows, and reporting structures to ensure long-term accuracy and usability.

  • Yes. Once your R365 system is running smoothly, we can transition you to our accounting team, who will handle your books directly inside Restaurant365 — no system switch or rework required.

Turn Restaurant365 Into a Growth Tool

Whether you’re just starting, fixing a failed rollout, or ready to hand off your accounting, we’ll help you unlock the full value of Restaurant365 — with the support, strategy, and execution your team deserves.