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Weekly Sync — February 23, 2026

Participants: Stephen, Can
Duration: ~30 min
Cadence: Weekly Mondays (starting now)


Summary

Product is nearly ready for soft launch. Can compared PoutineAI against Plooto and Apron and prefers PoutineAI's simplicity. Two feature gaps identified as soft-launch blockers: payment method tracking and expense classification. Outbound supplier payments confirmed as the long-term competitive moat. Agreed on free tier strategy for first customers and weekly Monday sync cadence.


Key Decisions

# Decision
1 Soft launch: mid-March to mid-May 2026 — Can sees product as nearly ready
2 Weekly Monday syncs — ~30 min, good start to the week
3 Free for first 5-6+ customers — marginal cost is near zero; feedback > revenue
4 Payments = the moat — AI agents can replicate invoice OCR, but moving money is the defensibility layer
5 Credit card payments first — easiest to implement, then Interac, then deeper bank integration
6 Desktop-first — restaurants mostly use computers; mobile responsive is nice-to-have
7 Niche, niche, niche — restaurants only for now; resist feature creep
8 QuickBooks App Store — target for distribution (not Xero, since Quebec-first)
9 Multi-vertical rebrand later — same product, different branding: restaurants → vets → dentists → UK
10 UK = Xero App Store — accountants as channel partners, affiliate model

Product Validation

"I would use it at this point. And I would use it over Plooto. I would use it over Apron." — Can

"If they can see their food cost in 2-3 clicks, this is a huge benefit for the restaurant." — Can

"Honestly I prefer PoutineAI. It's very simple. My guys don't need the complicated stuff." — Can


Feature Requests (Soft-Launch Blockers)

1. Payment Method on "Mark as Paid"

When marking an invoice as paid, capture how it was paid: - Credit card (last 4 digits) - Bank account (last 4 digits) - Cash - Cheque

Pre-configured in Settings. Critical for accounting accuracy.

2. AI Expense Classification

Auto-classify invoices into broad categories: - COGS — Food - COGS — Alcohol - Services - Utilities - Supplies - Other

AI classifies automatically from line items. Dashboard shows food cost breakdown — the #1 metric restaurants care about.

3. In-App AI Chatbot (Post-Launch)

Embedded help agent that: - Answers "how do I..." questions in French - Collects feature requests automatically - Flags UX confusion points (if users ask too many questions, the UI needs work)


The Payments Moat

Both founders aligned: payment processing is the competitive moat.

What AI agents can replicate What they can't
Invoice OCR FINTRAC MSB registration
Data extraction Banking partnerships
Expense classification PAD agreements with restaurants
Dashboard UI Trust to debit bank accounts
Supplier payment network

Phased approach: 1. Credit card (Stripe) — 2-3 weeks 2. EFT/PAD (VoPay) — 4-8 weeks 3. Interac — via VoPay 4. Real-Time Rail — Q3 2026 ($0.05/txn)

Full research: Payments Moat Analysis


Go-To-Market Strategy

Outreach

  • Channels: Instagram + Facebook (where Quebec restaurants live), LinkedIn (already scraped), cold email
  • Language: French-first
  • Framework: Pain point → Credibility (Can's restaurant/wine import background) → Solution (Loom demo) → CTA (free trial)
  • Async working well: Loom videos for bug reports and feature discussion

Distribution Roadmap

  1. Now: Direct outreach to Can's network
  2. Soft launch: Free tier, 5-6 restaurants
  3. Quebec: Instagram/Facebook scraping, cold email with French Loom demo
  4. Canada: QuickBooks App Store listing
  5. UK: Xero App Store, accountant channel partners

Technical Updates

  • WhatsApp bug fixed — separate production + testing phone numbers being wired in
  • Multi-tenancy added — super users, restaurant owners, delegated staff/accountants
  • End-to-end testing — automated tests for WhatsApp, upload, and email paths
  • Onboarding UX — ongoing investment in making it as smooth as possible
  • Billing (Stripe) — already set up, just needs enabling

Action Items

Owner Action Priority
Stephen Wire in production + testing WhatsApp numbers 🔴 This week
Stephen Build payment method tracking (spec 026) 🔴 Pre-launch
Stephen Build expense classification (spec 027) 🔴 Pre-launch
Stephen Test mobile responsiveness 🟡 Pre-launch
Stephen Scrape Instagram + Facebook for Quebec restaurant leads 🟡
Stephen Build cold email outreach pipeline 🟡
Stephen Start Stripe Connect integration (spec 029) 🟢 Post-launch
Can Record French Loom demo 🔴 Pre-launch
Can Send Loom video with remaining issues/bugs 🔴 This week
Can Ask soft launch customers about pricing expectations 🟡 During launch
Can Compare with Plooto/Apron — list any missing features 🟡
Both Weekly Monday sync ✅ Recurring

Next sync: Monday, March 2, 2026