Features

Financial Operations

Streamline Financial Operations with Loamy's Integrated Finance System
Tablet screen showing Food Safety dashboard with task summaries, supplier health scores, and task list; smartphone screen with Blueberry QA Checklist task details and file upload option.

Eliminate Guesswork and Maximize Profitability

Stop relying on disconnected spreadsheets and delayed reports. Loamy connects your inventory and sales data directly to your financials, giving you real-time visibility into cash flow, costs, and margins so you can make data-driven decisions.
Dashboard showing 75 percent suppliers fully approved with a gauge and table listing Fresh Express with 4 outstanding tasks, 60 percent approval rate, status Approved; Fresh Berry with 2 outstanding tasks, 72 percent approval rate, status Rejected in red.

Financial Intelligence

Profitability Tracking: Monitor month-over-month profitability trends at a glance to see exactly where your business stands.
Cost Analysis: Instantly identify your top revenue generators and biggest cost drivers to optimize your bottom line.
Performance Metrics: Track sales rep and product performance to understand who (and what) is driving your growth.
Dashboard showing 75 percent suppliers fully approved with a gauge and table listing Fresh Express with 4 outstanding tasks, 60 percent approval rate, status Approved; Fresh Berry with 2 outstanding tasks, 72 percent approval rate, status Rejected in red.

Invoicing & Credit Control

Seamless Billing: Generate and share professional digital invoices with customers instantly upon order completion.
Smart Credit Limits: Prevent bad debt by setting custom credit limits that automatically flag customers who owe you more than they should.
Real-Time Aging: View up-to-the-minute AP and AR reports to know exactly who to pay and who to collect from first.
Dashboard showing 75 percent suppliers fully approved with a gauge and table listing Fresh Express with 4 outstanding tasks, 60 percent approval rate, status Approved; Fresh Berry with 2 outstanding tasks, 72 percent approval rate, status Rejected in red.

Payment Management

Flexible Collections: Record payments seamlessly, including support for partial payments, overpayments, and deposits.
Digital Transactions: Simplify payouts with automated cashback calculations and digital check generation.
Cashier Workflows: Streamline high-volume payment acceptance for wholesale markets or direct-sales environments.
Dashboard showing 75 percent suppliers fully approved with a gauge and table listing Fresh Express with 4 outstanding tasks, 60 percent approval rate, status Approved; Fresh Berry with 2 outstanding tasks, 72 percent approval rate, status Rejected in red.

Expense Tracking

Automated Allocation: Generate expenses automatically by product to guarantee every order captures its true operational costs.
Trend Analysis: Monitor historical expense data to identify major Cost of Goods Sold (COGS) drivers and optimize profit margins.
Standardized Costing: Enforce uniform expense categories across your platform to produce robust, reliable financial reporting.
Dashboard showing 75 percent suppliers fully approved with a gauge and table listing Fresh Express with 4 outstanding tasks, 60 percent approval rate, status Approved; Fresh Berry with 2 outstanding tasks, 72 percent approval rate, status Rejected in red.

Accounting Integrations

Two-Way Sync: Automatically sync data with QuickBooks, Xero, and other major accounting platforms to eliminate double entry.
Custom GL Mapping: Customize exactly which General Ledger accounts are used for each transaction type to keep your books clean.
Inventory Reconciliation: Ensure your accounting software always matches your physical stock value with real-time inventory adjustments.

Why Choose Loamy?

Loamy is the only food supply chain platform that combines food safety & quality with inventory, order tracking, and finances. We have designed the product from the ground up to automate traceability and support your employees and partners no matter where they are.
Request Demo
BlogContact Us