Connect this location’s QuickBooks company, or invite your accountant to connect it for you.
Another location? Open the switcher at the top left and choose Add new wallet. Each store keeps its own books, bank, and payroll.
Payroll
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Existing Gusto connections
Gusto
Connect Gusto to see your last payroll run and year-to-date labor cost alongside your books.
Another location's payroll? Open the switcher at the top left and choose Add new wallet.
Exit & finance readiness
Entity & deadlines
Debt schedule
Location value
Data room
Banking
Connected accounts
Link your business bank account to see balances right here in your Wallet.
Recent activity
Every transaction across your linked accounts, synced daily by Plaid. History backfills automatically after your first sync.
Debt & liabilities
Card balances, rates, and payment dates from your linked accounts. Refreshed weekly.
Card spend via Ramp
Your Ramp corporate card activity, rolled up beside your cash. Last 30 days.
Insurance
Coverage that keeps up with your franchise.
Your franchise agreement, your lease, and your lender all demand proof of insurance. Keep every policy and COI in one place, and hand off the shopping to us.
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Policies & COIs on file
4
Coverages most zees carry
1 day
Quote turnaround
The coverage stack
What franchise operators actually need, in the order they need it. Upload what you have; we quote what you're missing.
Policy & COI vault
Drop in policies and certificates of insurance. When a landlord or franchisor asks for a COI, it's one click away.
Get me covered
Request quotes or a certificate from the service team. Your provider will confirm availability, timing and coverage.
Documents
Document vault
Keep your franchise agreement, EIN letter, operating agreement, and permits in one place. Private to you.
Tools & services
Done for you
Hand off the back office. Pick a service and we follow up within one business day with pricing and next steps. Delivered by CoverPanda's franchise-fluent team.
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Monthly bookkeeping & close
$450 flat / month
Franchise-standard chart of accounts, royalty and ad-fund reconciliation, tax-ready monthly close. Your QuickBooks connection makes onboarding instant.
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Entity formation
One-time quoted by state
LLC or S-Corp registered right for franchising: EIN, operating agreement, and the documents your franchisor and lender will ask for.
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Payroll setup & support
Free setup with Gusto
Hourly teams, tips, multi-location: set up correctly from day one, connected straight into your Wallet's labor numbers.
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Insurance & COIs
Free quotes 1-day turnaround
GL, workers' comp, umbrella from franchise-fluent carriers, plus the COIs your landlord keeps asking for.
Tools & apps
Explore provider websites to compare their current terms and availability. These links do not activate a FranWallet integration or discount.
Library
Your free toolkit
Every skill and template in the library, yours to download. New drops land here first.