Granite CSR

Franchise reporting, billing rules, invoices, payment destinations, and accounting status in one role-aware operations workspace.

Example data Operations worklist preview

Reports Sales report needs review Warnings are ready for an authorized reviewer

Invoices Payment destination missing Invoice routing needs organization setup

Docs Tax certificate expired Reminder delivered to the franchise contact

Billing Rule change awaits review Effective date and calculation preview are available

Franchises Reporting Billing rules Invoices Payment routes Accounting status

The product

The workspace, as it actually runs.

Every screen below is captured from the live product in a demonstration workspace. No mockups and no staged renders.

Granite CSR reporting command center with priority actions, report issues, and reporting drilldowns — **Reporting command center** Priority actions, open report issues, and drilldowns for sales-report compliance, royalties, and invoices.

Granite CSR billing rules list with published versions, drafts, and per-rule payment routing — **Billing rules** Versioned sales-based and unit-based rules with drafts, publishing, and per-rule payment routing.

Granite CSR document compliance queue with attention, blocking, due-soon, and reminder-failure panels — **Document compliance** Missing, expiring, and blocking franchise documents in one searchable queue with reminder tracking.

Granite CSR national sales trends view with year-range controls and office comparison charts — **Sales trends** National and office-level sales trends across the year ranges your team chooses.

Why it exists

Operational finance work needs one visible path.

Granite CSR connects the franchise profile, reporting period, billing rule, invoice, and payment destination so authorized teams can see the current state and the next available action.

One franchise operations record

Uploads, rule changes, invoices, and payments trace back to one franchise record with its history intact.

Role-aware worklists

Each organization or franchise scope exposes only the reporting, document, billing, invoice, and setup actions allowed there.

Cleaner month-end review

Sales reports, invoices, royalties, and accounting review become a readable operating rhythm.

How it feels

A focused workspace for franchise financial operations.

Reporting compliance Review period uploads, warnings, and calculation status.

Document compliance Spot missing and expiring franchise documents before they block work.

Billing configuration Review rules, categories, effective dates, and payment routes.

Accounting closes Match invoices and payment destinations before accounting close.

Security and integrations

Managed services, scoped access, visible history.

Granite CSR runs on managed providers for identity, payments, storage, and email, and keeps a reviewable record of sensitive changes inside each organization.

Managed authentication

Sign-in, invitations, and sessions run through WorkOS AuthKit. Granite CSR never sees or stores account passwords.

Role-aware access

Organization and franchise scopes expose only the reporting, document, billing, and setup actions each role is allowed to take.

Stripe payment collection

Organizations connect their own Stripe accounts, and franchisees pay invoices through Stripe Checkout. Card details stay with Stripe.

Cloudflare R2 file storage

Franchise documents and sales-report uploads are stored in Cloudflare R2 object storage rather than on the application server.

Audit history

Sensitive changes are written to an organization audit trail that authorized roles can review in the app.

QuickBooks status

QuickBooks Desktop and Enterprise connectivity is deferred. Saved connection and mapping records are preserved and resume when the integration is enabled.