AI Whitepaper

Streamline management of your back of house operations

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Club Accounting Software Solutions

  • Accounts Payable
  • Create invoices batches and to post to the GL
  • Yearly 1099 Prints for your marked vendors
  • Print checks for your vendors in batch prints
  • Make payments towards invoices received against PO allowing for accurate inventory and accounting submission
  • Accounts Receivable
  • Create and add tickets to a batch to post to the GL
  • See member profile for monthly or outstanding balances and search for past transactions
  • Monthly statement with the options to print or email to members
  • Delinquent and suspended letters generated for members based on your club’s rules
  • Transactions from POS are recorded automatically to Accounts Receivable
  • General Ledger
  • Complete record of financial transactions for the club
  • Automate Recurring Journal Entries
  • Upload Budgets into the system and compare against actuals Manage and create new COAs

Club Membership Management

  • Create and maintain the member database and send monthly member statements
  • Membership Analytics with customizable reporting
  • Seamless integration of membership transactions with Accounting
  • Manage memberships, renewals, property sales, & leasing sales
  • Guest Card Activation from Web site & App
  • Creating & maintaining Gift Certificate process



Food & Beverage POS

  • EASY-TO-USE UI that allows training new employees as easy as 1-2-3.
  • REAL TIME allowing users the ability to make menu edits on the fly and push to all devices with the click of a button.
  • MEMBER CENTRIC allowing your servers the ability to create memorable experiences by having all the member preferences, allergies, and favorites easily accessible with notifications so your members feel the personalized service of your club.
  • CONFIGURE your outlets as business and operations change to better serve your members.
  • SYNCHRONIZED service from check in to check creation allowing members data to flow seamlessly from every point of contact.
  • CONNECTED via the member app which allow for reservations and bill review. Members have access to all their chits and can review along with their statements.


Food & Beverage Table Management

  • MANAGE AND SCHEDULE floorplans as your operations change allowing your club to be proactive instead of reactive
  • EDITABLE floorplans allowing tables to be added and removed as needed in real time
  • MEMBER FOCUSED granting your team all the tools they need to anticipate who, when and where your members will be dining
  • PREFERENCES may be input and managed by your members or even your staff, allowing seamless transfer of information to all team members
  • STATUS of tables is automated based on which portion of the meal the table is on allowing for streamlined table turns
  • RESERVATIONS may be updated and reviewed at any time giving your team the ability to have a bird’s eye view of ALL operations and their availabilities



Club Retail POS

  • Allow retail associates to manage merchandise sales
  • Manage multiple retail locations from one workstation
  • View in-depth retail analytics that create agile decision making
  • Access member profile during each transaction to offer a customized shopping experience for every member
  • See a member’s transaction history in an instant allowing for upsell and cross-sell recommendations based on previous purchases
  • Distribute and manage gift cards


Club Inventory Management
Club Service Request Management

Club Inventory Management

  • Easily create and share purchase orders with vendors electronically
  • Facilitate flow of retail items from receiving to transferring through to the point of sale
  • Track and audit all items, allowing for quick and seamless month end processes
  • Conduct inventory accurately while operations are still open for maximum flexibility
  • Create custom barcodes for any item allowing for streamlined inventory counts through preferred scanner type

Club Analytics

  • Customizable analytics of club operations
  • Allows leaders to make data-based decisions, not “gut” based decisions
  • See where and when your members utilize the club
  • Be proactive, instead of reactive by making smarter decisions in the moment, not the end of the month or season
  • Handle your Board of Governors Meetings with ease and efficiency
  • Data when you need it, and how you need it
  • Drive membership satisfaction through a deeper understanding of their spending and club usage

Payroll Solution

  • Rest easy knowing your tax tables are constantly updated to keep up with regulatory changes
  • Review & process payroll in an expedited manner
  • Manage employees’ timecards ensuring accurate payroll and time punches
  • Comply with budgeted hours, while reviewing daily, weekly, monthly variances all on one screen
  • Print paystubs and W2’s or setup direct deposit directly from Cobalt
  • Manage multi-type pay-periods and methods including international employees

HR & Recruiting

  • Intuitive & easy to use workflow from recruitment and job posting, to interview process, and ultimately to employee onboarding
  • Automated mass employee integration for seasonal employees, or international hires
  • Benefits and deductions management through employee portal & app thus reducing data input redundancy
  • Employee app allows for review their schedules, pay stubs, HR notifications & communications, and edit personal information
  • Creation of job codes and assignments that flows through the entire Cobalt infrastructure
  • Tracking and submission of performance evaluations
  • Create and review schedules for all departments, or automate the process entirely

6650 Park of Commerce Blvd
Boca Raton, FL 33487
Phone: (561) 453-0200
Fax: (561) 612-2051

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