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Features
The whole loop, from invoice to margin to the next quote.
CaterIQ isn't a proposal tool bolted onto a spreadsheet. It's one connected system: cost your food properly, quote with live margin, and let the data tell you what to fix next.
01 · COST
Build real plate cost, not a guess.
Import or photograph an invoice and CaterIQ extracts ingredients, quantities, and prices, then chains them through recipe yields to a true cost per plate.
- Three layers: ingredient purchase price → recipe yield → plate cost
- Turn a photographed invoice into usable ingredient costs, ready to review
- Costs chain from ingredient price to recipe to plate, so the math stays consistent
02 · QUOTE
Send a branded proposal with margin already attached.
Describe the event, pick menu items, and CaterIQ drafts a complete proposal in your branding, with real prices and live margin shown before it ever leaves your hands.
- From event details to a sent proposal in under five minutes
- Guest count changes? See the new pricing and margin before you resend
- See the margin on the whole event before you hit send
03 · IMPROVE
Let the Menu Matrix tell you what to fix.
Connect Clover or import sales and every item gets plotted by profitability and popularity, so you know exactly what to reprice, promote, or retire.
- Stars, Plowhorses, Puzzles, and Dogs, ranked by real dollar impact
- Reprice math shown for every plate priced below target
- Sales feed back into pricing, so the loop keeps tightening
In the box
Everything you need to quote smarter and protect margin.
AI proposal generation
Describe the event, pick menu items, and CaterIQ drafts a complete branded proposal with your terms and real pricing.
Full cost engine
Three-layer costing from ingredient purchase price through recipe yield to final plate cost. Know your margin before the quote goes out.
Menu Engineering Matrix
Every item plotted by profitability and popularity. Spot your Stars, fix your Dogs, decide with data instead of hunches.
AI importers
Drop in invoices, menus, or recipes. AI extracts ingredients, quantities, and prices. Minutes of data entry become seconds.
Margin intelligence
Your Sous Chef Cost Health persona flags ingredients that changed recently and the plates they touch — in the app, not as a month-end surprise.
Sales sync & insights
Connect Clover or import CSVs. See what actually sold and feed real-world performance back into your pricing.
Meet the Sous Chef
Not one chatbot. Five specialists.
Your AI co-pilot, grounded in your real menu, cost, and sales data. Each specialist owns one part of the business, so the advice is specific, not generic.
- 01Tour Guide. Walks you through setup so you can send your first proposal fast.
- 02Concierge. Your default hand on the wheel for menu, cost, and proposal questions in plain language.
- 03Margin Coach. Surfaces plates priced below target and shows the reprice math, ranked by dollar impact.
- 04Menu Engineer. Sorts your menu into Stars, Plowhorses, Puzzles, and Dogs, and says what to push or cut.
- 05Cost Health. Flags ingredients that changed recently and the plates they touch.
Sous Chef · Margin Coach
Which plates am I pricing below target this month?
Three are under your 55% target. Biggest dollar impact: Garden Risotto at 50.8%. Lift it $2.00 a plate and you recover about $540 across booked events. Want the reprice applied to open proposals?
Ask about your menu, costs, or proposals…
Old way / new way
The spreadsheet got you here. It won't tell you what you kept.
The job
Spreadsheets & generic tools
CaterIQ
Price an event
SpreadsheetsGut feel, last quote ± a bit
CaterIQReal plate cost with live margin
Track real food cost
SpreadsheetsManual, out of date
CaterIQIngredient → recipe → plate, costed
Guest count changes
SpreadsheetsRecalculate by hand
CaterIQPriced by each item’s serving ratio
See which items make money
SpreadsheetsNo idea until year-end
CaterIQMenu Matrix ranks them live
Send a clean proposal
SpreadsheetsWord doc, hours of formatting
CaterIQBranded proposal in minutes
POS systems and HoneyBook-style tools weren't built for catering. CaterIQ is.
See it run on your own menu.
14 days free. No credit card. Build your cost foundation and send a real proposal before the trial is over.