Monthly Royalty Reconciliation Agent
Every month your accountant sits down with FranConnect on one screen and two QuickBooks PDFs on the other, asking for each of 250 franchisees: does the self-reported revenue match the Sales by Customer Summary, and does it match the P&L? When all three line up it's green; when one is off it's red and the accountant circles back. This is a 250-unit, every-month, fully manual eye-check exercise.
Your accountant reviews a dashboard showing every franchisee's three-way revenue match for the current month, flagging only the mismatches so your accountant investigates discrepancies instead of confirming 250 green rows by hand.
Every month, 250 franchisees report revenue three different ways.
Each franchisee logs into FranConnect and self-reports monthly revenue, then emails two QuickBooks PDFs to corporate: a Sales by Customer Summary and a P&L.
Your accountant runs the same three-way comparison 250 times per month instead of investigating the mismatches that actually need attention.
Hours spent confirming green rows instead of acting on red ones, delaying franchisee follow-up and royalty reconciliation.
The agent reconciles all 250 franchisees automatically and surfaces only the mismatches.
QuickBooks PDFs arrive in the same format every time, so revenue extraction is reliable and repeatable across all 250 units.
Green or red. No fuzzy thresholds or anomaly detection in v1. The accountant knows exactly what needs attention.
Every reconciliation result is persisted with timestamps and match deltas, so you have a complete record of what was flagged and when.
The agent pulls FranConnect-reported revenue for each franchisee, extracts the revenue figures from the two QuickBooks PDFs franchisees email in, and compares all three numbers. Each franchisee gets a binary verdict: green if all three match, red if any one doesn't. Your accountant reviews only the red rows and circles back to the franchisee with a specific discrepancy to fix. The mechanical eye-check is gone. Your accountant investigates exceptions instead of confirming 250 green rows by hand.
How the agent reconciles your franchisees.
The agent watches for incoming emails from franchisees, identifies which unit submitted them, pulls the three revenue figures, and surfaces a dashboard showing every franchisee's status for the current month.
Each unit submits their monthly Sales by Customer Summary and P&L to your shared inbox.
The agent reads the sender's email address, matches it to the franchisee in your system, and pulls the revenue total from each of the two PDFs.
The agent retrieves the revenue figure each franchisee self-reported in FranConnect for the current month.
FranConnect-reported revenue, Sales by Customer Summary total, and P&L total are matched. If all three are identical, the franchisee is green. If any one differs, the franchisee is red.
A single dashboard shows every franchisee's status for the current month. The accountant clicks into red rows to see exactly which numbers don't match, then circles back to the franchisee with a specific discrepancy to fix.
FranConnect-reported revenue +
The monthly revenue figure each franchisee self-reported in FranConnect, pulled via the FranConnect Sky API or from a monthly export.
Sales by Customer Summary PDF +
QuickBooks Online report emailed by the franchisee showing total sales for the month.
P&L PDF +
QuickBooks Online Profit and Loss report emailed by the franchisee showing revenue for the month.
Franchisee submission email +
Email from the franchisee's address containing the two QuickBooks PDFs, used to identify which unit submitted the reports.
Identify the franchisee from the email sender +
The agent reads the sender's email address and matches it to the franchisee in your FranConnect directory or franchisee database.
Extract revenue from the Sales by Customer Summary PDF +
The agent parses the QuickBooks PDF and pulls the total revenue figure.
Extract revenue from the P&L PDF +
The agent parses the QuickBooks PDF and pulls the revenue total.
Compare all three revenue figures +
The agent checks if FranConnect-reported revenue, Sales by Customer Summary total, and P&L total are identical. If all three match, the result is green. If any one differs, the result is red.
Assign reconciliation status +
Each franchisee is marked as green (match), red (mismatch), or flagged for manual review if a PDF is missing or unreadable.
Reconciliation dashboard +
A single view showing every franchisee's status for the current month, with green/red verdict, the three revenue figures, and the delta if there's a mismatch.
Per-franchisee drill-down +
Clicking into a franchisee row shows the original PDFs rendered inline, the three numbers side-by-side, and actions for the accountant to mark resolved or flag for outreach.
Audit trail +
Every reconciliation result is persisted with timestamps and match deltas for compliance and historical reference.
Is this for you?
- + Franchise corporate accounting teams - Franchisors with 50+ units that reconcile monthly revenue across franchisee self-reports and accounting documents.
- + Teams using FranConnect and QuickBooks Online - The agent is purpose-built to match FranConnect-reported revenue against QuickBooks PDFs. If you use a different franchise management system or accounting software, the pattern is reusable but the integrations will differ.
- + Operators who want the human in the loop - The agent flags mismatches; your accountant investigates and circles back to the franchisee. No automated franchisee-facing emails or remediation.
- - Single-unit or small multi-unit operators - If you have fewer than 20 franchisees, the manual eye-check is fast enough that the agent adds little value.
- - Teams that need anomaly detection or historical baselining - This agent flags mismatches only. It does not detect whether a franchisee's revenue is unusually high or low compared to historical data. That's a future phase.
- - Franchisors without consistent QuickBooks PDF formats - The agent assumes QuickBooks Online generates the same report format every time. If your franchisees use different accounting software or submit reports in varying formats, PDF parsing becomes unreliable.
Pricing and build model.
This is a scoped build plus usage-based runs. The build includes the agent, the dashboard, email ingestion, FranConnect integration, and a prototype with synthetic data. After launch, you pay per monthly reconciliation cycle as the agent processes incoming franchisee submissions.
- Scoped build covers agent logic, dashboard UI, email watcher, FranConnect API integration, and PDF parsing.
- Usage-based runs are billed per monthly reconciliation cycle (all 250 franchisees processed once per month).
- If FranConnect Sky API access is delayed, the build includes a fallback to manual monthly report upload with no additional cost.
- Hosting, database, and integrations (n8n, OpenRouter) are included in the usage-based fee.
How does the agent identify which franchisee submitted the monthly reports?
The agent reads the sender's email address from incoming submissions and matches it to your franchisee directory in FranConnect. This identifies which of your 250 units submitted the Sales by Customer Summary and P&L PDFs, so the reconciliation is attributed to the correct franchisee.
What happens if one of the three revenue figures doesn't match?
The franchisee is flagged red on your dashboard with the specific mismatch highlighted. Your accountant reviews the red row, sees exactly which numbers don't align, and circles back to the franchisee with the discrepancy. The agent surfaces only the mismatches so your accountant investigates exceptions instead of confirming 250 green rows by hand.
Does the agent send emails to franchisees when there's a mismatch?
No. The agent flags mismatches on your dashboard only. Your accountant reviews the flagged items and handles outreach to the franchisee directly. This keeps the human in control of the conversation and lets your accountant provide context when circling back on a discrepancy.
What if FranConnect API access isn't available yet?
The agent includes a fallback. Instead of pulling FranConnect data via API, you can export your monthly revenue report from FranConnect and drop it into the dashboard. The reconciliation runs the same way. Once FranConnect API access is granted, you switch to live pulls with no changes to the agent logic.
Can the agent detect if a franchisee's revenue is unusually high or low compared to their history?
Not in this version. The agent flags only direct mismatches between the three revenue figures. Anomaly detection and historical baselining are planned for a future phase after the system has accumulated several months of data.
What if a franchisee submits their reports late or in a different format?
Late submissions are processed whenever they arrive and reconciled against the current month's FranConnect data. If the PDF format differs from the standard QuickBooks Online layout, the agent flags that submission for manual review so your accountant can extract the revenue figure directly.
How long does it take the agent to reconcile all 250 franchisees?
The agent processes incoming submissions as they arrive throughout the month. Once all franchisees have submitted their reports, the full reconciliation is complete within minutes. Your accountant then reviews the dashboard to action any mismatches.
Is there an audit trail of every reconciliation result?
Yes. Every reconciliation is persisted with timestamps and the exact match deltas. Your accountant can review historical months to spot recurring problem franchisees or track when discrepancies were resolved.
Stop the 250-unit monthly eye-check.
Your accountant should investigate discrepancies, not confirm green rows. Let's build the agent that surfaces only the mismatches.