Marty vs. Avero: Who Owns the Loss-Investigation Follow-Through?
Avero already addresses hospitality analytics, labor and loss prevention. Marty is a managed profit-control layer for multi-unit restaurants. Its role is to turn signals across the agreed stack into prioritized actions, clear ownership, follow-up and verification. Start by identifying where your current operating routine stops.
Marty focuses on U.S. restaurant groups with 5–50 locations and $10M–$100M in revenue, led by an owner, COO, CFO, controller or operating partner who needs less manual chasing across locations.
What Avero offers
Avero describes POS-based hospitality insights, multi-location analysis, promotions and void reporting, and labor tools. Its website also describes delivery through email, dashboards and mobile, including real-time labor visibility. Avero product overview.
Its Loss Prevention guide explains alert summaries and cases for investigating patterns. The documented process includes reviewing supporting checks and using findings to tighten operating practices. This is materially different from having no loss-prevention capability. Avero Loss Prevention guide.
Ask Avero which modules, refresh schedules and user permissions apply to your proposal. A feature description does not prove that it is configured in your account.
What a Marty Review is meant to produce
The Review diagnoses cash and profit issues by location, ranks findings by dollars, and ties them to evidence, an owner and a recommended action. Your leadership team receives a 30-day plan and a live walkthrough.
Start by identifying the unexplained questions. Perhaps a location has a variance that requires records from several sources, or your team needs to prioritize actions across the group. Agree on the records available and scope of work before deciding whether an additional Review is useful.
Follow one investigation from case to result
A hypothetical unusual comp pattern shows why both the software and the responsible people matter. A flag prompts investigation; it does not prove theft.
| Step | Avero workflow documented in its guide | Marty service boundary |
|---|---|---|
| Find | Alert summary surfaces cases for review | Review establishes supported priorities from agreed records |
| Investigate | Authorized user opens case details and supporting checks | Scoped Review traces a cash/profit issue to evidence and recommended action |
| Act | Your designated person decides the operational response | Assign action to the responsible manager; management retains operating authority |
| Follow up | Avero supports resolution notes, status and reason | Optional service follows up and escalates missed actions |
| Verify | A case can be marked resolved; select evidence needed to support the business outcome | Check later records against the agreed baseline; a closed case is not automatically recovered cash |
Avero's guide recommends an appropriate finance/analyst user and explains permissions. Confirm modules and access in your account. For Marty, confirm permitted records and refresh cadence; no native Avero connection is established here. Neither an Avero numeric quote nor a Marty continuation fee is verified in this comparison; obtain scope-specific proposals.
If the investigation concerns deposits, follow the cash-reconciliation workflow rather than treating the value of flagged checks as recovered cash.
Choose the right next step
If your team needs recurring hospitality analysis or loss-prevention workflows, evaluate the relevant Avero modules. If it needs a managed profit-control routine across locations, assess Marty, starting with the baseline Review.
If your Avero cases already have an investigator, an action owner and reliable later checks, improving that process may be enough. Use both when Avero remains the investigation tool and a separately scoped service takes on missing cross-location follow-up. Confirm records and responsibilities before paying for overlapping work.
The how Marty works explainer illustrates the broader managed routine to compare with your current investigation process.
Put the findings to work
Keep useful Avero investigations and decide who owns the next action and result check. Marty is a managed profit-control layer using Find → Assign → Follow up → Verify. Its paid Cash Recovery Plan establishes the baseline; optional Managed Profit Control monitors agreed controls, alerts managers, follows up, escalates missed actions and verifies results.