The Ledger — notes from BudAlly

Operations, compliance and margin, written by people who close the month.

FEATURED · AI IN RETAIL OPS9 min read

A connector is a checkbox. So is a model. Here’s what the moat in cannabis retail ops actually is.

Any agent can reach your POS API. The hard part is a ledger that agrees with Metrc, rule packs that stop a draft before it exists, and an approval queue with no “approve all”. A reply to the argument that connectors don’t matter — and where we agree.

Placeholder: [FOUNDER NAME]· Sep 2026

Read →

METRC & RECONCILIATION · 7 MIN
The monthly Metrc count is a race against the clock. Here’s how to stop running it.
Daily package-level reconciliation, the 3%-of-sales tolerance some states apply, and why discrepancies found on day 28 are the expensive ones.
Sep 2026· counsel-reviewed
MONEY & MARGIN · 8 MIN
What the April 2026 Schedule III order changes for dual-license books.
Medical is out of 280E; adult-use isn’t. The recordkeeping split regulators asked for, and how to tag every receipt by license type.
Sep 2026· with Placeholder: [CPA FIRM]
POS & DATA · 12 MIN
POS API comparison 2026: what Dutchie, Treez, Flowhub, Cova and BLAZE actually expose.
Read surfaces, write surfaces, webhooks, rate limits and partner terms — from the docs, with the gaps every operations tool has to work around.
Sep 2026
MONEY & MARGIN · 5 MIN
Michigan’s 24% wholesale tax: book it in cost, never on the receipt.
Where the January 2026 tax lands on an invoice, which GL account it belongs in, and the retail-tax-line mistake we keep seeing.
Nov 2026· counsel-reviewedScheduled
LOYALTY & CONSENT · 6 MIN
A checkbox is not consent. What proof looks like for cannabis loyalty.
Channel, timestamp, source and text version — and what to do with the 360 legacy opt-ins that have none of them.
Nov 2026· counsel-reviewedScheduled
POS & DATA · 4 MIN
Why we won’t scrape Weedmaps or Leafly — and what we use instead.
Terms of service, the Dutchie developer clause, contract risk that survives the CFAA cases, and the three sources that don’t put your license next to it.
Nov 2026Scheduled
MONEY & MARGIN · 9 MIN
Discounts vs repeat rate: run the counterfactual before you add to Q4.
Matched cohorts, a 95% CI, and a real example where the discounted cohort came back less often. Then a 10% holdout to prove it.
Nov 2026Scheduled
AI IN RETAIL OPS · 6 MIN
Agents draft, humans approve: what an audit trail should actually contain.
Evidence, confidence, rule versions, precondition hash, approver, credential. If your AI vendor can’t export that, ask why.
Dec 2026Scheduled
STATE PACKS · SERIES
Pack notes: Michigan v9, California v14, New York v9.
What changed in each release, which rules went from UNKNOWN to decided, and what counsel flagged. One note per pack version.
OngoingScheduled

Two posts a week. Rule-of-the-week on Fridays.

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Operations, compliance and margin, written by people who close the month.

A connector is a checkbox. So is a model. Here’s what the moat in cannabis retail ops actually is.

The monthly Metrc count is a race against the clock. Here’s how to stop running it.

What the April 2026 Schedule III order changes for dual-license books.

POS API comparison 2026: what Dutchie, Treez, Flowhub, Cova and BLAZE actually expose.

Michigan’s 24% wholesale tax: book it in cost, never on the receipt.

A checkbox is not consent. What proof looks like for cannabis loyalty.

Why we won’t scrape Weedmaps or Leafly — and what we use instead.

Discounts vs repeat rate: run the counterfactual before you add to Q4.

Agents draft, humans approve: what an audit trail should actually contain.

Pack notes: Michigan v9, California v14, New York v9.

Two posts a week. Rule-of-the-week on Fridays.