THE PROBLEM
Your POS Shows Sales — Not Profitability.
• Milk waste costs cafés $500–$1,800 per month.
• Seasonal drinks cause 10–15% margin swings.
• Recipe drift changes beverage cost daily.
• Free modifiers erase thousands per year.
• Staff workflow changes real costs.
• POS data shows what happened, not Why it happened.
THE CaffexaOS SOLUTION
Finally — Real Profitability Intelligence for Coffee Shops. Square + weekly 1–3 minute invoice uploads + CaffexaOS AI = continuous clarity.
• Drink-level margin modeling
• Weekly invoice upload (1–3 minutes)
• Seasonal drink profitability
• Milk waste detection
• Recipe drift alerts
• Modifier leakage alerts
WHY COFFEE NEEDS ITS OWN TOOL
Restaurant Software Can’t Model Coffee Profitability.
70–85% of revenue is beverages.
Milk is the #1 source of profit loss.
Espresso workflow drives cost variance
Recipe drift changes costs daily.
Restaurant systems weren’t built for beverage economics.
HOW CaffexaOS WORKS
1
Connect Square
Automatic sync of menu, sales, and modifiers.
3
Upload Weekly Invoices (1–3 Minutes)
Simple photo upload until OCR releases in Phase 2
2
Upload Your Most Recent Invoice
CaffexaOS builds your cost model.
4
Your Dashboard Goes Live
Daily clarity. Weekly actions. Total control.
PUBLIC ROADMAP
%201.png){kind=small}
Phase 1
Launch (16–20 Weeks After Founding 30)
Ingredient costing
Square integration
Waste detection
Weekly action steps
Weekly invoice uploads
Drink-level modeling
%201.png){kind=small}
Phase 2
Automation Layer (Coming Soon After Launch)
Invoice OCR (no more weekly uploads)
Clover integration
Price spike notifications
Toast integration
Predictive alerts
Ingredient trend modeling
%201.png){kind=small}
Phase 3
Optimization Layer (Advanced Features)
Automated pricing recommendations
Supplier intelligence
Multi-location dashboards
Labor forecasting
Seasonal menu profitability
Additional POS support.
FOUNDING MEMBER OFFER
Founding Member Deposit: $499 (Fully Refundable)"
-
Your deposit secures a Founding Member spot, priority onboarding, and preferred pricing.
-
Your deposit secures a Founding Member spot, priority onboarding, and preferred pricing.
-
Billing starts only after V1 is live and you’ve had a chance to see it working in your café.
Founding Members receive early access and preferred pricing at $149/month (locked for 24 months), plus priority onboarding and direct input into the roadmap.
You lock in preferred early-adopter pricing for your first 24 months.
ABOUT THE FOUNDER
Kelley Smith
25+ Years in Specialty Coffee
200+ Cafés Consulted
10+ years in specialty coffee operations, consulted with 200+ cafés nationwide. CaffexaOS automates the exact systems she has built manually for years, giving owners clarity and control instantly.
WHAT YOU GET DAY ONE (V1)
Square integration
Weekly invoice upload (1–3 minutes)
Waste & variance tracking
Weekly "Do this now" lists
Ingredient costing
Drink-level margin modeling
Recipe drift alerts
Monthly summaries
FREQUENTLY ASKED QUESTIONS
© 2025 BaristaSource LLC. All rights reserved.