Small Business Management Software — POS, Inventory, Accounting & CRM
Get enterprise discipline without enterprise complexity. TVI is an integrated small business management platform that unifies POS, Inventory, Accounting, and CRM so owners see real-time sales, margin, cash, and stock in one place. Whether you run a café, bakery, boutique, bike shop, salon, repair shop, landscaping crew, auto/detail shop, florist, bookstore, gift/toy store, pet groomer, studio, mobile service team, brewery taproom, or food truck, TVI keeps data accurate—without spreadsheets or sticky notes.
Because TVI is integrated by design, every sale, receipt, return, invoice, and vendor bill posts where it belongs—COGS aligns, AR/AP ages correctly, and close becomes verification, not cleanup. Start lean, then add locations, users, and optional integrations as you grow—no re-platforming—all of that is already included from day one!
Are These Small Business Challenges Slowing You Down?
- Paying for separate apps (CRM, accounting, POS, inventory) that don’t talk to each other
- Spending hours moving data manually between systems
- Struggling to get a clear, real-time view of your business performance
- Losing sales opportunities because customer information isn’t available when you need it
- Wishing all your customer data, stock levels, and financials were connected in one place
Why TVI Is Your Small & Medium-Sized Business Powerhouse
Fast Setup & Clean Migration
Choose a clean cutoff date, bring open AR/AP and opening balances, and start fresh with reconciled numbers. We provide training and quick-reference guides so staff are productive from the very start.
- Structured Onboarding: Clear milestones from training → config → go-live.
- Import Essentials: Items/SKUs, suppliers, customers/members.
- Opening Balances Only: Keep history in legacy, start clean.
- Permission Setup: Least-privilege roles per station/user.
- Launch Checklists: Taxes, tenders, deposits, receipts.
- Training Assets: Short videos + job aids.
- Testing: Dry run receipts and counts before launch.
- Post-Launch Support: Live people to advise, optimize and answer questions as well as extensive documentation and member knowledge portal.
Point of Sale (POS) for Small & Medium Sized Businesses
Use discount rules, reason-coded overrides, and drawer controls to prevent leakage. For cafés and taprooms: support tabs, tips/gratuities, and timed promos. For boutiques: enable exchanges, gift receipts, and serial validation when needed.
- Fast Checkout: Quick keys, modifiers, and cashier prompts.
- Returns/Exchanges: Original price lookup with policy rules.
- Timed Promos: Happy hour, BOGO, coupons with caps.
- Tabs & Tips: Bar/café flows with clean ledger impact.
- User Permissions: Manager approvals for risky actions.
- Shift Reports: Basket size, promo lift, margin.
- Hardware Friendly: Printers, drawers, scanners (where supported).
- Offline Resilience (when configured): Keep selling, sync later.
Inventory Without the Spreadsheets
Use min/max with vendor lead times to create purchase suggestions; scan items for receiving and cycle counts; and build kits/recipes for bundles, gift baskets, or menu items that consume components automatically.
- Real-Time Counts: Sales and receipts update instantly.
- Min/Max + Lead Times: Smart replenishment suggestions.
- Scanner-Friendly: Barcode receiving and counts.
- Kits/Recipes/Bundles: Auto-explode components → true COGS.
- Multi-Location Ready: Stock/inventory transfers and movement logs.
- Cost History: Last/avg cost and price change impact.
- Shrink Control: Reason-coded adjustments and exception views.
- Label Printing: Shelf/item labels from the source of truth.
Cash Flow, AR/AP & Accounting
Reconcile bank accounts with fewer adjustments; drill from a GL line back to the ticket, invoice, PO, or receipt that created it; and give your accountant clean exports without a monthly scramble.
- Continuous Posting: Operational events → ledger entries.
- Correct COGS: Recipes/kits/bundles & movements recognized on time.
- Deposits & Tenders: Clean daily mapping to your General Ledger.
- Tax Handling: Item/order-level rules and liability.
- AR/AP Aging: Accurate balances with drill-downs.
- Close Checklist: Lock periods confidently.
- Accountant-Ready Exports: Generate formatted reports and data files in exactly the formats your accountant needs.
- Audit Trail: Every figure is traceable.
CRM, Loyalty & Repeat Sales
Create dynamic segments (recency, frequency, spend; product category; location), attach offers/coupons, and measure the revenue and margin impact—not just redemptions. Track households and corporate accounts where it helps.
- Unified Timeline: Sales, invoices, notes, tasks, files.
- Segments That Update: RFM (Recency, Frequency, and Monetary value), categories/labels, location, tier.
- Offer Attribution: POS ties redemptions to contacts.
- Memberships (optional): Tiers, perks, renewals.
- Service History: Tickets and warranties where relevant.
- Consent Preferences: Respect opt-outs and channel choices.
- Data Hygiene: Merge duplicates safely.
- BI (Business Intelligence) ready: Export or sync via API/webhooks.
Reporting & Owner Dashboards
Spot slow movers, identify pricing leaks, and monitor staff performance—then take action with confidence because reports originate from the same data your teams use all day.
- Daily Snapshot: Sales, margin, cash, and open AR/AP.
- Inventory KPIs (Key Performance Indicators): Turns, aging, stockouts prevented.
- Promo Impact: Lift and profitability—not just volume.
- Staff/Shift Insights: Track individual productivity metrics and identify operational exceptions by employee and shift.
- Multi-Location Views: Compare stores side by side.
- Scheduled Exports: Email or push to BI on cadence.
- Drill-Downs: From summary to source document.
- Owner/Manager Favorites: Custom views/dashboards for your must-see metrics.
Grow Without Re-platforming (Multi-Location Ready)
Keep local flexibility where it matters (e.g., pricing or availability) but ensure corporate standards and reports remain consistent—ideal for franchises, regional chains, and owner-operators adding stores.
- Central Item Master: Consistent SKUs across sites.
- Location-Aware Pricing: Regional differences where needed.
- Controlled Transfers: Initiate/approve/receive with logs.
- Cross-Store Comparisons: Margin, turns, sell-through.
- Copy A Store Setup: Replicate what works—fast.
- User Provisioning: Roles and access at scale.
- Rollout Checklists: Predictable new-store launches.
- Clean Consolidation: Statements by site + consolidated.
Support, Training & Ongoing Success
From opening balances to first cycle count, we guide the steps that matter. After go-live, review early metrics and tighten configuration to lock in wins.
- Role-Based Training: Cashiers, receivers, managers, owners.
- Playbooks & Checklists: Daily close, ordering, counts.
- Configuration Reviews: Tune taxes, tenders, and roles.
- Change Logs: Understand who changed what, when.
- Health Checks: Quarterly tune-ups as you grow.
- Extensive Documentation: Topic specific help and guidance is built into the software, and a robust member knowledge portal.
- Escalation Path: Get a real human when it’s critical.
TVI is essential for every type of growing small & medium-sized business
Retail Businesses
Independent bookstores, boutiques, specialty food shops, and hardware stores all face the same challenge: managing inventory, sales, and customer relationships without wasting hours in spreadsheets. TVI provides real-time stock tracking, purchase order management, and built-in CRM tools so retailers can improve checkout speed, reduce stockouts, and build loyal repeat customers.
Food & Beverage
From family-owned restaurants and food trucks to bakeries, craft breweries, and coffee shops — food service businesses need accurate recipe costing, inventory control, and quick POS systems to stay profitable. TVI automatically deducts ingredients when menu items are sold, calculates margins in real time, and connects everything to your accounting, making compliance and profitability effortless.
Service-Based
Hair salons, barbershops, auto repair shops, pet groomers, daycare centers, and cleaning companies thrive on great client relationships and reliable scheduling. With TVI, service providers get a full CRM for client history, integrated invoicing to get paid faster, and accounting that keeps cash flow clear. It’s the simplest way to reduce admin time and focus more on serving customers.
Professional Services
Law firms, accounting practices, insurance agents, real estate offices, and design/marketing consultancies need more than basic software. TVI offers double-entry accounting, project and client tracking, and custom reporting so professional firms can manage billable work, reduce errors, and deliver better service — without the complexity or price tag of enterprise ERP systems.
Health & Wellness
Independent pharmacies, chiropractic offices, massage therapists, fitness studios, and counseling practices rely on detailed client records and accurate billing. TVI’s advanced contact management handles everything from patient histories to payment terms, while the integrated AR/AP system ensures invoices and insurance reimbursements are properly tracked, helping small practices improve both care and financial control.
Skilled Trades
Plumbers, electricians, carpenters, landscapers, and HVAC contractors often lose time juggling project notes, invoices, and supplier bills across multiple systems. TVI unites job tracking, vendor management, and full accounting so tradespeople can focus on delivering quality work — not on chasing paperwork. With mobile-friendly access, your team can stay on top of jobs whether in the office or on-site.
Technology
Web design studios, IT consultants, app developers, and marketing agencies need project-based tracking, client management, and accurate invoicing to keep margins healthy. TVI makes it easy to manage client accounts, track expenses by project, and generate real-time profitability reports — all without relying on disconnected apps.
Hospitality & Membership-Based Businesses
From boutique hotels and B&Bs to co-working spaces and member-based clubs, TVI unifies bookings, memberships, and finances in one platform. Manage recurring billing, track guest or member activity, and gain real-time insights into revenue and loyalty. For clubs and fitness centers/gyms, social clubs, trade associations, non-profit organizations, and subscription-based digital content providers like streaming services and e-learning platforms, our integrated tools simplify administration so you can focus on delivering great experiences.
Even More Key Benefits for Small/Medium Businesses
- Save time and reduce errors by eliminating duplicate data entry
- Improve cash flow management with integrated AR/AP
- Gain clarity with unified, real-time business data
- Access professional-grade accounting and inventory without enterprise cost
- Consolidate software costs into one affordable subscription
- Scale confidently with a solution built to grow with you
The most common questions small business owners ask about TVI
Small & Medium-Sized Business FAQ: Get Your Questions Answered
What Our Small & Medium-Sized Business Clients Say About TableViews Integrated
“ Keeping our Bed & Breakfast running has never been easier. Guest bookings, staff, food and overhead costs, accounting — everything I need is at the press of a button! ”
“ We finally trust our counts—and our cash.”
“ First store to second store without changing systems.”
“ Promo rules make our marketing foolproof.”
Experience TVI for Small & Medium Businesses Live!
