SDC Restaurants, LLC case study
Transforming 3P Financial Management
"Loop AI has made managing 3rd-party financial management significantly easier and reduced the heavy lifting in our team. We fully recommend Loop AI to any restaurant running multiple locations to manage their 3rd-party operations."
Cody Wong
CFO, SDC Restaurants, LLC
Impact
Sales Reconciled
$1M+
Monthly
Journal Entries
790+
Automated monthly
Hours Saved
200+
Finance team efficiency
Introduction
SDC Restaurants, LLC, a franchisee that manages 52 Carl's Jr. locations and has worked to improve its financial and accounting processes
SDC Restaurants, LLC has
52 locations
Like many multi-location restaurant groups, SDC was facing mounting challenges in managing its third-party marketplace transactions. Each online ordering channel generated complex reports that rarely aligned with internal data or their ERP - Restaurant365.
The Challenge
The reconciliation process was not only manual and cumbersome but also demanded significant time and resources from the finance team. Despite these efforts, the reports often lacked accuracy, leading to further reconciliations and delays. The finance team found themselves in a constant cycle of "catch-up", unable to focus on higher-value work such as strategic financial analysis. The inefficiency also meant the operations team received reporting that was often late or incomplete, making it difficult to make timely business decisions.
For a growing restaurant brand like SDC, this was more than an operational nuisance - it was a barrier to scaling efficiently and maintaining profitability across locations.
The Solution
SDC turned to Loop AI, the Balance module designed to simplify and automate financial operations.
By seamlessly integrating with R365, Loop AI eliminated the manual burden of reconciling third-party marketplace reports . Instead of hours of spreadsheet manipulation, the finance team now has automated journal entry creation and posting at their fingertips. Loop AI became the connective tissue between third-party marketplaces and SDC's core financial systems - ensuring accuracy, timeliness, and reliability in reporting .
What was once a labor-intensive, error-prone process has been transformed into a streamlined, automated workflow that empowers both the finance and operations teams.
Results & Impact
- $1M+ Sales Reconciled Monthly: Automated reconciliation across 66 locations and 3 major delivery platforms.
- Seamless ERP Sync: Journal entries automatically posted into R365, replacing manual uploads at an estimated 790+ journal entries per month - eliminating the heavy manual effort of exporting, validating, and posting data from multiple 3P portals.
- Hours Saved: On average, a manual JE could take 20–30 minutes between data exports, validations, and posting. At 790+ JEs/month, Loop AI saves the finance team 200+ hours monthly, freeing them from repetitive tasks and enabling them to focus on higher-value analysis.
- Cleaner, Timely Financials: By delivering cleaner, more accurate financials faster, the team is now able to send reports to operations on time, avoiding the “catch-up” cycle they faced earlier.
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