Case Study: Forklift Restaurant achieves greater operational freedom and cost control with xtraCHEF

Forklift Restaurant Gets More Freedom by Using xtraCHEF

Forklift, a neighborhood restaurant in Tupelo, Mississippi, needed better tools to manage finances and operations as it grew. Faced with purchases from many local purveyors and major suppliers—ranging from handwritten tickets to EDI invoices—Forklift struggled with data accuracy and tracking fluctuating ingredient prices until they adopted xtraCHEF.

xtraCHEF provided automated line‑item invoice recognition, a vendor‑agnostic Price Tracker, manufacturer rebate payouts, Sync to integrate Toast with QuickBooks, and Budgets & Forecasting. As a result, xtraCHEF captured even handwritten or overlapped SKUs accurately, saved staff time, enabled Forklift to hold vendors accountable for price changes, generated cash‑back rebates, eliminated additional labor/fees by automating sales sync, and improved budget visibility and profitability.

Forklift

Chad Frerer

Partner