TakeSheet is designed for everyone involved in the daily financial operation of a hospitality venue. Different roles interact with the platform in different ways — here's a quick overview of where each person fits.
Venue Managers & Supervisors
Managers and supervisors are the primary day-to-day users of TakeSheet. They are responsible for entering and validating data throughout the trading period — recording float counts, cash movements, safe holdings, prize payments and any manual adjustments. At the end of each shift, they work through the reconciliation workflow to close the trading day and submit it for review. TakeSheet is designed to guide them through this process consistently, every single shift.
Accounting & Finance Teams
Finance users interact with TakeSheet at the review and approval stage. Once a venue manager has submitted a reconciliation, the finance team reviews the figures, investigates any material variances, approves the reconciliation and manages the journal posting to the General Ledger. TakeSheet gives finance teams clean, structured data every day — without having to chase venue managers for spreadsheets or manually reformat figures before they can be used.
CFOs & Business Owners
Senior leaders use TakeSheet primarily for reporting and visibility. Rather than calling venues for updates or waiting for someone to send a summary, owners and CFOs can see the daily financial position across every venue in real time — reconciliation status, revenue performance, variances and management commentary — from a single consolidated view. No spreadsheets. No phone calls. No surprises.
A note on access
Each user in TakeSheet is assigned a role that determines what they can see and do in the platform. Venue staff see their venue. Finance teams see what they need across the venues they manage. Business owners and head office have visibility across the full portfolio. Access is configured by your TakeSheet administrator during onboarding.