Philz Coffee is an American coffee company and coffeehouse chain based in San Francisco, California. Folio3 developed and implemented a custom integration for Philz Coffee that automatically imports transactions from their Square POS system into NetSuite. The automated solution simplified Philz Coffee’s accounting and reporting processes and helped them save valuable time and effort that was otherwise spent in manually reconciling their POS accounting transactions with NetSuite.

Philz Coffee is an American coffee company and coffeehouse chain based in San Francisco, California that specializes in making drip coffee. The company has 37 locations spread amongst the San Francisco Bay Area, Los Angeles and Washington, DC.

Philz Coffee uses Square’s mobile Point Of Sale (POS) system at all their retail locations along with NetSuite as their backend ERP. Since their POS system was not integrated with NetSuite, Philz’s staff had to manually pull data from their Square POS account (in MS Excel format) and upload that into NetSuite in order to reconcile their accounting on a daily basis. This involved considerable time and effort due to which Philz Coffee was looking for an automated integration solution that would help streamline the process.