The Full Picture

Every Feature, Every Detail, One Platform

Most finance tools give you half the story. Lattice-Lite gives you everything—from core ledger to manufacturing batches, from POS checkout to equity cap tables. Here's what's under the hood.

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Feature Tiers

Not All Features Are Created Equal

We've organized every capability by the value it delivers to your business. Start with what you need—scale into what you'll want.

Tier 1

Mission-Critical

The core engine your business runs on every day.

  • General Ledger & Double-Entry Accounting
  • Inventory Management (SKUs, Stock)
  • Point of Sale (POS) & Checkout
  • Bank Account Management & Balances
  • Expense & Income Tracking
  • User Authentication & Security
This is your financial foundation. Every business on Lattice starts here—and never outgrows it.
Tier 2

Differentiators

The features that make Lattice-Lite genuinely unique.

  • Automated Financial Reporting (Balance Sheet, Cash Flow, ROIC)
  • Granular Employee Access Control
  • Corporate Asset Depreciation Engine
  • Multi-Business Management (One Account)
  • Customer Loyalty Program Integration
  • API & Webhook Integration
  • Production Batches (Manufacturing)
  • Complete Wealth & Portfolio Tracking
These are the capabilities that separate Lattice from spreadsheets and generic competitors.
Tier 3

Productivity

Quality-of-life tools that save hours every week.

  • CSV/Excel Bulk Import & Export
  • Receipt & Attachment Management
  • Custom Categories & Chart of Accounts
  • Salary Draws & Personnel Debt Tracking
  • Business Tasks & Worklogs (Time Tracking)
  • Recurring Tasks & Automation
  • Advanced Ledger (Tax, Discounts, Bank Links)
Small features, big impact. These compound over time into serious operational efficiency.
Tier 4

Advanced & Niche

Power tools for specific business models.

  • Rentals & Subscriptions Lifecycle
  • Shareholder Equity Stakes & Transactions
  • Multi-Currency & Custom Symbols
  • POS Receipt Formats (Thermal vs Letter)
  • Financial Notes on Statements
  • Granular Category Mapping (EBITDA, COGS)
When your business model demands precision, these features deliver what others can't.

Every plan includes all four tiers. Start with the features you need today—unlock more as you grow.

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Deep Dive

The Six Pillars of Lattice-Lite

Go beyond the feature list. Understand how each pillar works, why it matters, and what it unlocks for your business.

Accounting & General Ledger

Foundation

The beating heart of your financial operation. Every transaction, every journal entry, every balance flows through here.

What It Does

Double-entry accounting engine with automated chart of accounts mapping. Every debit has a credit. Every balance sheet balances. Every P&L tells the truth.

Why It Matters

Without a reliable ledger, every other report is guesswork. Lattice's ledger is the single source of truth that powers your Balance Sheet, Cash Flow, Equity Statement, and ROIC metrics—all generated automatically from the same data.

What You Get

  • Automated P&L, Balance Sheet, Cash Flow Statement
  • Statement of Changes in Equity with ROIC & EBITDA
  • Advance tax, discount, and bank linkage entries
  • Custom Chart of Accounts mapped to reporting categories
  • Financial Notes for contextual annotations on any statement
  • Multi-currency support with custom exchange handling

Capital, Banking & Portfolio

Wealth Layer

Your business doesn't just earn—it invests, borrows, acquires assets, and manages equity. This pillar tracks it all, from bank reconciliation to corporate depreciation.

What It Does

Corporate-grade portfolio tracking with securities, fixed income, asset management with depreciation, equity cap tables, debt amortization, and bank account syncing.

Why It Matters

Most SMEs can't afford enterprise portfolio tools. Lattice brings corporate-grade asset management, depreciation engines, and equity tracking to businesses of every size—with bank sync that eliminates manual reconciliation.

What You Get

  • Corporate securities tracking with dividend recording
  • Business fixed income with yield tracking
  • Asset registry with automated straight-line depreciation
  • Equity management & cap table reporting
  • Debt & loan amortization schedules
  • Bank sync linking accounts to ledger, subscriptions & inventory

Inventory & Manufacturing

Operations Core

Not just a stock counter. A full manufacturing pipeline that tracks raw materials through production batches to finished goods—with R&D run logging built in.

What It Does

Manages physical goods, digital products, services, production batches, assemblies, raw material costs, rentals, and subscription lifecycles in one interconnected system.

Why It Matters

Generic inventory tools can't handle manufacturing. Lattice tracks a product from raw material purchase, through production batch allocation, to finished goods—and then through rental or subscription lifecycle if needed.

What You Get

  • Physical, digital, and service item tracking
  • Production batches with raw material cost allocation
  • R&D production runs for prototyping and testing
  • SKU & sub-category management across all item types
  • Active rentals & subscription lifecycle management
  • Returns, cancellations, and disposal tracking

Personnel & Delegation

Control Layer

Grow your team without losing control. Granular permissions mean your cashier sees only the POS, your warehouse manager sees only inventory, and your CFO sees everything.

What It Does

Custom employee portals with sub-menu level access control, performance tracking, worklogs, salary management, and personnel debt monitoring—all tied to your operational data.

Why It Matters

As you hire, information leaks. Lattice's RBAC system ensures every employee sees exactly what they need—no more, no less. Your POS staff can't access financial reports. Your warehouse team can't modify the ledger.

What You Get

  • Custom employee login portals with restricted views
  • Sub-menu level permissions (not just page-level)
  • Performance tracking & worklog recording
  • Salary draws, history, and personnel debt tracking
  • Owner, advisor, and board member role types
  • Account blocking and access revocation

Point of Sale & Retail Operations

Revenue Engine

Where revenue enters your business. A POS system that doesn't just process payments—it builds customer relationships and feeds your financials in real-time.

What It Does

Complete checkout system with barcode/SKU scanning, multi-payment terminals, customer loyalty programs, and customizable receipt formats for both thermal and letter printers.

Why It Matters

Most POS systems are isolated islands. Lattice-Lite POS talks to your inventory, your ledger, your customer database, and your cash flow—simultaneously. A single sale updates everything.

What You Get

  • Barcode & SKU scanning with real-time inventory updates
  • Customer Loyalty Program (points per currency spent)
  • Receipt customization (thermal/letter, logos, headers/footers)
  • Multi-payment terminal checkout with split payments
  • Customer database with full purchase history
  • Discount & promotion engine

Automation, API & Configuration

Integration Layer

The connective tissue. Link bank accounts, import data in bulk, connect external tools via API, and configure every business to your exact needs.

What It Does

Recurring tasks, automated banking imports, business-specific API keys, webhooks, CSV/Excel bulk import-export, and per-business configuration including fiscal years, branding, and module toggles.

Why It Matters

Automation is what turns a finance tool into a finance platform. Lattice-Lite handles the repetitive work—bank imports, data entry, task scheduling—so your team focuses on decisions, not data entry.

What You Get

  • Business-specific API keys & webhook integration
  • Automated bank imports linked to ledger entries
  • CSV/Excel bulk import/export for all major data types
  • Recurring tasks, reminders, and scheduled automation
  • Fiscal year configuration & module toggling per business
  • Custom PDF report footers with company branding
The Big Picture

One Flow. Ten Updates

Starting from R&D to manufacturing runs to inventory and eventual sales. Here is how things flow inside Lattice-Lite's interconnected modules

1

Research & Development

Various version of the product are created and tested, worklog of employees records contributions, time spent and effort

2

Manufacturing

Production runs of the finalized product are logged and worklogs for all personnel involved are updated to reflect role and contribution

3

Inventory Logs the Product

Product category created and stock levels incremented, SKU count adjusted, reorder alerts created.

4

POS Records the Transaction

Sale logged, receipt generated, customer loyalty points credited.

5

Inventory Updates Instantly

Stock level decremented, SKU count adjusted, reorder alerts triggered if below threshold.

6

General Ledger Debited & Credited

Revenue recognized, cash account credited, COGS calculated—all in double-entry format.

7

Employess and Vendors Paid

Spending recognized, cash account debited.

8

Cash Flow Statement Adjusted

Operating cash flow updated in real-time. No month-end reconciliation needed.

9

Worklog Credited

Commissionable sale logged against the employee's performance record.

10

Dashboard Refreshes

Revenue, margins, cash position, inventory value—all updated before the receipt prints.

$2.4MMonthly Revenue
18.3%Net Margin
$847KCash Position

Ready to See It in Action?

Every feature is available from day one. No hidden tiers, no feature gating. Start your free trial and explore the full platform.

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Bonus: Personal Finance Suite

Your Personal Wealth, One Login Away

In addition to running your business, Lattice includes a complete, isolated personal finance module. Track your net worth, portfolio, and expenses without switching tools.

Net Worth Dashboard

Track personal wealth across all accounts, assets, and liabilities in a single view. See your complete financial picture instantly.

Portfolio & Investments

Monitor stocks, bonds, fixed income, real estate, and crypto holdings. Track dividends, yield, and gain/loss automatically.

Multi-Currency & Forex

Manage personal accounts in multiple currencies with live comparison metrics. Custom currencies and symbols supported.

Expense Budgeting

Set budgets, compare spending across months, and categorize expenses. Bulk import/export via CSV for quick data entry.

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