Frequently Asked Qustions

Getting Started

How do I sign up for DishBooks?

Enter your email, or sign in with Google or Microsoft. You'll get an email with a link to your DishBooks database, where you'll add your organization name and one credit card. From there, connect your bank, POS, and other accounts to start seeing your numbers.

Get Started

Pricing & Billing

How much does DishBooks cost?

$175/mo per restaurant location, and $49/mo for any non-restaurant entity (holding, management, or payroll company).

Does every restaurant location get the same features, or are some gated to a higher tier?

The same features, every time. Every restaurant location includes the full feature set — nothing to unlock by upgrading.

Is there an implementation or setup fee?

No — there's no implementation fee. You get started by connecting your accounts and vendors, typically within days, not weeks.

Can I cancel anytime?

Yes. If you cancel partway through a billing month, you'll keep access through the end of that month — there's no refund for the current month, but you won't be billed again going forward.

What happens after the free trial?

You're charged based on how many locations and entities you've added, and billed again on that same date every month after.

Is there a free trial?

Yes — every account starts with a one month free trial.

Do I need to pay for every location separately?

No — each entity inside your master DishBooks database is billed to one credit card of your choosing.

Product Support

How do I get help if something isn't working?

DishBooks has Tech Support for troubleshooting, and Dex AI can answer many how-to questions right in the app. There are also step-by-step demo videos for connecting your bank, POS, paying bills, and more.

Will someone help me get set up?

Yes. After you sign up, our onboarding team follows up by email, and a dedicated onboarding specialist is available for virtual support as you connect your bank, POS, and credit cards.

What is Dex AI?

Dex is DishBooks' built-in AI assistant. In addition to Dex AI acting as your accounting assistant, you can ask it plain-language questions — "How do I pay a bill?" or "How do I download my P&L?" — and Dex AI walks you through it.

Security & Your Data

Can I get my data if I decide to leave?

Yes. You have 60 days after your final billing period to export your financial data and reports. After that window, your database is permanently deleted.

How is my banking information protected?

Payments and bank connections are processed through Stripe.

Why DishBooks?

Does DishBooks replace my POS system?

No — DishBooks is your accounting system, not your POS. It connects to your POS (Toast today) to pull in sales data automatically, so your financials stay current without replacing the system your team already runs on the floor.

What makes DishBooks different from generic accounting software?

Generic accounting software tracks income and expenses for any small business. DishBooks is built specifically around restaurant numbers — prime cost, COGS by category (protein, produce, dairy, beverage), fiscal calendar accounting, invoice approval and bill pay, and multi-location reporting — so operators see what actually drives their margins without rebuilding a chart of accounts or report set to get there.