Platform module

Franchise royalty management software that runs the whole chain

Sales report in, invoice out, payment recorded, P&L updated. One chain, no spreadsheet in the middle, running on Power Automate inside your own Microsoft 365 tenant.

Box designs

The five steps that used to be five people

Weekly sales report submissions

The franchisee files on your cadence, in a structured format, from the environment they already work in.

Automatic calculation

Totals compute against that location's agreement terms.

Automated invoice generation

The royalty invoice generates from the calculated total. Nobody types it.

Payment recording, multi-method

Payments record against the invoice, full or partial, with the balance visible.

Weekly profit and loss statements

The finance dashboard and P&L update from the same data.

The dashboards, documents, and integrations around the chain

Add-ons available today: Stripe card payment integration · accounting software integration scoped to your finance stack. ACH direct debit collection is a documented roadmap item, not a current capability.

Financial dashboard with KPI panels

AI financial analysis assistant

Sales documents repository

Billing events management

Dashboards and reports by location

POS system integration

Why manual royalty reconciliation fails silently

A wrong percentage or a missed late filing doesn't error out. It quietly under-collects, month after month, until an audit or a dispute surfaces two years of it at once.

Automating the chain removes the manual re-keying that causes most royalty invoicing discrepancies. More useful than that is that any discrepancy becomes visible the week it happens rather than at the end of a financial year.

See how finance teams use this →

Where this fits with your existing finance stack

HolaTeams handles the franchise-specific layer: sales reporting, royalty calculation, invoicing, payment tracking, and network P&L. It feeds your general ledger rather than replacing it.

Payment collection is worth being precise about. Stripe is available as an add-on. ACH direct debit collection and POS sales ingestion are both documented as future development phases and are not available in the current release.

FAQ

Frequently Asked Questions

HolaTeams connects franchise sales, onboarding, training, support, finance, royalties, audits, marketing, communication, and reporting into one AI-powered platform built on Microsoft 365.

Question text goes here

Answer text goes here

Why doesn't a royalty error show up right away?

It doesn't error out — a wrong percentage or a missed late filing quietly under-collects month after month until an audit or dispute surfaces years of it at once.

Can I ask the system questions about network performance in plain language?

Yes — the AI financial analysis assistant answers plain-language questions like which locations are trending down or how a region compares to last quarter, running on Azure OpenAI only if you enable it.

Does financial data get processed outside our own Microsoft 365 tenant?

No — the chain runs on Power Automate flows deployed inside your own tenant, so financial data doesn't travel to a vendor cloud to be processed and come back.

Can franchisees make partial royalty payments?

Yes, payments record against the invoice in full or partial amounts, across multiple methods, with the balance visible.

Is ACH direct debit collection available today?

No — it's a documented roadmap item, not a current capability. Stripe card payments and accounting software integration are available now as add-ons.