Solutions · CPA firms and bookkeepers
A cannabis close you can trace to a package tag.
Your clients' POS reports and their Metrc reports disagree, and you reconcile them in spreadsheets every month. BudAlly keeps one ledger — sales, COGS, inventory and tax by package — reconciled to Metrc before anything posts to QuickBooks or NetSuite. One console for every client.
| Client | Match | Close |
|---|---|---|
| Northbank · MI · 3 | 98.9% | 2 to review |
| Hudson Leaf · NY · 1 | 99.4% | Ready |
| Coastline · CA · 2 | 97.1% | Excise recon |
| Mesa Verde · CO · 4 | — | Pack on request |
Journals post only after your approval · per client
TRACEABLE
Every journal line to a tag or receipt.
Inventory valuation by package, COGS from accepted quantities, sales from Metrc receipts with the POS match rate shown. Audit support becomes a filter, not a project.
280E AFTER APRIL 2026
Medical and adult-use, kept apart.
Every receipt tagged by license type, so dual-license clients get the separation the Schedule III order requires, with the allocation method documented on the journal.
STATE TAX LOGIC
Excise, wholesale, local — by pack.
MI 24% wholesale in purchase cost, CA excise separated on retail, local rates per store. Tax-label mapping per state so the five Metrc tax fields land in the right GL accounts.
AP WITHOUT THE INBOX
Bills captured, three-way matched.
Invoice capture against the Metrc manifest, credit memos when accepted quantity differs, duplicate-number blocks, approval rules you set per client. A bill is never paid automatically.
CASH
Cash vs non-cash tender, reconciled.
Processor data (Aeropay, CanPay) matched to receipts; cashless-ATM fees accounted; over/short by drawer where the POS exposes it, by Metrc receipt where it doesn't.
PARTNER PROGRAM
Bring clients, get the console free.
Firms on the Network plan get the multi-client console, a referral rate of Placeholder: [X]% for Placeholder: [TERM], co-branded audit reports, and a listing in the certified-CPA directory. Placeholder: [Partner terms]
Run the free variance audit on one client. Bring the report to your next close.
Talk to partnerships© 2026 BudAlly, Inc. · Not tax or legal advice.