Parent CRM
Keep parent, child, rate, status and billing notes together so finance questions are easier to answer.
Features
Nursery finance tools that make every invoice run clearer.
YummyMoney brings parent finance, invoice preparation, uploaded files, payment insight and Xero-ready exports into one calm workspace for nursery teams. Instead of jumping between spreadsheets, PDF downloads, banking notes and email threads, managers can see what is ready, what needs review and what should happen next. The product is designed for real nursery workflows: repeat monthly billing runs, parent account questions, Tapestry PDFs, CSV exports and the practical need to understand cash without becoming an accountant.
Today, YummyMoney focuses on the core workflow that saves the most time: Parent CRM, invoice workspace, uploaded files, invoice runs, dashboard summaries and Tapestry PDF to Xero export preparation. The roadmap builds from that foundation into payment intelligence, Juice Score, AI assistance, team workspaces, reports and customer portal tools. Every feature is shaped around the same idea: nursery owners should be able to understand their finances quickly, make confident decisions and keep billing moving.
Core workflow
Everything needed for repeat nursery invoice runs.
Invoice Workspace
Prepare a run, import parent data, upload supporting files and move through review with a clear next step.
Tapestry PDF to Xero
Turn Tapestry invoice PDFs and parent logs into structured Xero-ready CSV exports for billing runs.
Invoice Runs
Track monthly, weekly or ad-hoc export runs so repeat billing feels organised rather than rebuilt.
Uploaded Files
Keep source PDFs and imported files tied to the run they support, reducing confusion during review.
Dashboard
See parent records, uploaded PDFs, review queue and export value in a simple finance snapshot.
Review Controls
Check lines before export, exclude what needs attention and keep decisions visible for the team.
Xero CSV Export
Create structured CSV files designed for your Xero invoice workflow, ready to download when reviewed.
Roadmap
Upcoming tools for smarter nursery finance.
Payment Intelligence
Spot slow payers, overdue patterns and useful nudges so managers can focus effort where it matters.
Juice Score
A simple health score for customer accounts, payment behaviour and billing confidence.
AI Assistant
Help with invoice amendments, parent account questions and run summaries without digging through files.
Team Workspace
Multi-user access for managers, administrators and finance leads working from the same source of truth.
Reports
Plain-English reporting for outstanding balances, payment behaviour and export history.
Customer Portal
A future-facing portal concept for parent finance visibility, account updates and easier communication.
Ready to see the workflow?
Explore the demo workspace or compare the plans built for nursery invoicing.