How Otterz Transformed GreenLeaf Cannabis Co.’s Finances
The Challenge
GreenLeaf Cannabis Co., a vertically integrated cannabis company managing cultivation, distribution, and retail dispensaries, faced increasing financial complexity as they expanded.
Key challenges included:
- Strict regulatory compliance requirements across state and local jurisdictions
- Multiple revenue streams from retail sales, wholesale, and delivery services
- Manual inventory, sales, and cash tracking leading to errors and missing reports
- Delayed financial reporting and reconciliation causing cash flow uncertainty
- Previous accounting providers lacked cannabis industry expertise and could not handle state-specific compliance
This led to missed deadlines, risk of penalties, and unpredictable financial performance.
GreenLeaf needed accurate accounting, compliance assurance, and real-time financial visibility to scale safely and profitably.
The Solution
Otterz implemented a cannabis-focused financial system with automation, compliance, and AI-driven insights.
Here’s how we transformed their operations:
Automated Inventory & Sales Reconciliation
Integrated POS, dispensary, and distribution systems to ensure accurate, real-time sales and inventory tracking.
Regulatory Compliance & Reporting
Automated state-mandated reporting, excise taxes, and cannabis-specific compliance tracking.
Cash Flow & Profitability Dashboard
Built a real-time dashboard tracking revenue, expenses, margins, and cash flow per location and product line.
AP/AR Automation
Streamlined vendor payments, wholesale invoices, and dispensary sales reconciliation.
AI-Powered Insights
Nyra, the AI Accountant, highlighted cash flow risks, tax obligations, and inventory discrepancies — empowering proactive management.
The Results
60% improvement in financial accuracy
Reconciled inventory, sales, and cash data in real time.
70% reduction in accounting workload
Automation replaced manual reconciliation and reporting.
Real-time compliance and tax readiness
No more penalties or last-minute filing stress.
Better cash flow visibility across operations
Management can track margins and revenue per dispensary instantly.
Scalable system for future growth
Processes now support multi-state expansion without extra accounting staff.
Today, GreenLeaf Cannabis Co. runs with control and confidence. Leadership can see every sale, every product, and every regulatory obligation — all powered by Otterz.
What our client
is saying
“Otterz completely transformed our finances. Compliance is now automatic, our books are accurate, and we finally have real-time insights to make better decisions across all locations.”
