CashFlow Solutions builds practical tools for cannabis retailers that need cleaner POS and Prescription Drug Monitoring Program (PDMP) workflows,
remote operational support, systems integration, automated reporting, custom data presentation, and fewer manual handoffs between teams.
Systems integrationPDMP supportPOS automationCustom dashboardsAnalysis viewsRemote agent workflows
What we can build
Every dispensary has its own mix of POS tools, PDMP requirements, staff routines, compliance checkpoints, and reporting needs.
We design software around those realities.
Remote operations
Remote agent workflows
Create guided task queues for approved remote users to review issues, check daily activity,
support store teams, and complete controlled operational steps.
Task routing and escalation queues
Role-based views for staff and managers
Activity history for operational visibility
POS automation
Automated POS workflows
Reduce repetitive work around POS exports, sales review, end-of-day checks, cash movement tracking,
exception review, and recurring management reports.
CSV, spreadsheet, and report automation
Daily reconciliation support
Alerts for missing or unusual activity
Business intelligence
Custom data presentation and analysis
Turn sales, operations, compliance, and payment data into focused dashboards, scorecards, and analysis views for owners and managers.
Store-level and multi-location views
Operational KPIs, trend tracking, and variance analysis
Scheduled summaries for leadership
Systems integration and data tools
We help connect the tools your team already depends on, then present the data in a way that supports faster decisions and cleaner follow-through.
Systems integration
Connect approved systems
Build secure bridges between POS platforms, spreadsheets, shared drives, forms, internal tools, and vendor-supported exports or APIs.
API, CSV, spreadsheet, and file-based workflows
Data cleanup and normalization
Controlled handoffs between departments
PDMP workflows
PDMP process support
Create structured workflows around PDMP-related checks, documentation, exceptions, and follow-up steps where permitted by law and system access.
Checklists and review queues
Exception tracking and task assignment
Audit-friendly process records
Decision tools
Custom analysis views
Package operational data into clear views for managers, finance teams, compliance staff, and ownership.
Sales, product, payment, and labor snapshots
Outlier, missing-data, and variance flags
Recurring reports built for review meetings
Designed for regulated retail
Cannabis dispensaries cannot treat software like a generic back-office add-on.
We focus on permissioning, repeatability, audit-friendly records, and workflows that make sense for real store teams.
Role-aware workflows and controlled access
Process documentation and staff handoff clarity
System access patterns aligned with vendor and regulatory requirements
Automation that supports, rather than replaces, your operating controls
Common projects
Useful from day one
Start with a specific operational problem, then expand the system as the team proves what works.
End-of-day POS report collection and review
PDMP task tracking and exception follow-up workflows
Remote store support and issue triage queues
Automated manager summaries and anomaly flags
Inventory, payment, and sales data consolidation
Custom internal apps, forms, checklists, and review tools
How a project works
Small enough to move quickly, structured enough to protect the business.
1
Workflow review
We map the current POS, PDMP, reporting, manual steps, data sources, and support pain points.
2
Prototype
We build a focused version of the tool so staff can test the workflow with real operations.
3
Automate
We connect approved systems, reports, alerts, dashboards, analysis views, and repeatable task flows.
4
Support
We refine the tool as store routines change and new operational needs appear.
Ready to automate the busywork?
Tell us which POS, PDMP, reporting, and operational tools you use, what your staff repeats every day, and where managers lose time.
We will help identify the first workflow worth automating.