Compliance & books for licensed cannabis operators
Every tag, every package, every dollar. On the record.
CannaBooks sets up your crew with SOPs, paper logs and a monthly compliance audit built around the way you already work, so your floor, METRC and your books always tell the same story.
| Check | Floor | METRC | Logs | |
|---|---|---|---|---|
| Flower Rm 2 plant count | 1,248 | 1,248 | 1,248 | ✓ |
| Harvest batch wet weight, lb | 412.6 | 412.6 | 412.6 | ✓ |
| Packages in storage | 38 | 38 | 38 | ✓ |
| Waste entries on time | 14 | 14 | 14 | ✓ |
| Manifests matched to invoices | — | 6 | 6 | ✓ |
Clone room · cutting session
| Date | Mother | Strain | Clones | Batch # | Init |
|---|---|---|---|---|---|
| 10/02 | …0418 | Lemon Cake | 48 | CL-1002A | JL |
| 10/02 | …0421 | Lemon Cake | 52 | CL-1002A | JL |
| 10/02 | …0433 | Gelato 41 | 64 | CL-1002B | MR |
| 10/03 | …0437 | Gelato 41 | 36 | CL-1002B | MR |
| 10/03 | …0450 | Blue Dream | 72 | CL-1003A | JL |
Flower Rm 2 · chop and wet weigh
| Strain | Plants | Wet lb | Batch | Tags |
|---|---|---|---|---|
| Lemon Cake | 312 | 148.6 | HV-1009-LC | ✓ |
| Gelato 41 | 296 | 131.2 | HV-1009-G41 | ✓ |
| Blue Dream | 330 | 132.8 | HV-1009-BD | ✓ |
| Room total | 938 | 412.6 |
Extraction · batch MB-1014
| Step | Input pkg | In, g | Out, g | Init |
|---|---|---|---|---|
| Receive input | …7731 | 4,536 | — | RS |
| Extract | …7731 | 4,536 | 612 | RS |
| Winterize | MB-1014 | 612 | 548 | DT |
| Fill carts | MB-1014 | 548 | 544 | DT |
| Yield | 12.0% |
Outgoing · route 3
| Manifest | Pkgs | Lb | Departed | Accepted |
|---|---|---|---|---|
| …0091 | 12 | 36.0 | 8:10 | ✓ |
| …0092 | 4 | 9.5 | 8:10 | ✓ |
| …0093 | 20 | 52.0 | 9:45 | ✓ |
| …0094 | 6 | 14.0 | 11:20 | ✓ |
End of day · sales floor and vault
| Category | Open | Sold | Close | METRC |
|---|---|---|---|---|
| Flower, 3.5 g | 214 | 38 | 176 | ✓ |
| Pre-rolls | 340 | 61 | 279 | ✓ |
| Vape carts | 188 | 27 | 161 | ✓ |
| Edibles | 256 | 44 | 212 | ✓ |
Organize
SOPs, log binders and room maps written around your rooms, your strains and your crew, with your brand on every page.
Track
Simple paper logs at every phase. Weights, counts and tags get written down when the work happens, by the people doing it.
Report
METRC entries made on time, a monthly audit you can hand an inspector, and books ready for your CPA.
Services
What comes in the box
Written procedures and paper logs for every step of your operation, in binders with staff cheat sheets. Optional services include a monthly audit, METRC management, bookkeeping and tax prep, and a client portal.
Compliance system setup
An SOP library and paper log set for every step of your license, from receiving to transfer or sale, fitted to your premises and staff roles.
You getSOP library, log binders with cover sheets, staff cheat sheets
Monthly compliance audit
Each month we walk the floor, count against METRC, check the logs and match manifests to invoices. You get a short written report and a list of anything to tidy up.
You getSigned monthly audit report, filed with your records
METRC management
Plants, packages, waste, transfers and sales entered and reconciled by people who work in METRC every day, at your license or alongside your METRC manager.
You getEntries on deadline, weekly package and plant reconciliation
Bookkeeping & tax preparation
Monthly close, cost of goods by batch, and 280E-aware tax preparation built on the same records.
You getMonthly books, COGS by batch, year-end package
- Optional
Your own client portal
A private workspace under your brand for tasks, documents and invoices, plus a knowledge base you can use to train your staff on your own SOPs.
You getDedicated portal, staff logins, training library
How it runs
One record, start to finish
Whatever your license, every step has its SOP and its log. Each log line gets ticked once it is in METRC, so anyone can see what is still pending.
- CL1
Clone
Clone log, batch tags from mothers
- VG2
Veg
Transplant, plants tagged on entry
- FL3
Flower
Canopy, spray and waste logs
- HV4
Harvest
Chop and wet weigh by strain
- PR5
Process
Dry, trim, pound and tag packages
- TR6
Transfer
Manifest matched to invoice
- RC1
Receive
Input packages accepted in METRC
- BT2
Batch
Batch record opened, inputs weighed
- PR3
Process
Extraction or infusion logged
- QA4
Test
Samples pulled, results filed
- PK5
Package
Labels checked, packages tagged
- TR6
Transfer
Manifest matched to invoice
- RC1
Receive
Inbound manifests checked and accepted
- QA2
QA review
Labels and packaging inspected
- LB3
Lab
Samples arranged, results tracked
- ST4
Storage
Holding and quarantine logs
- RL5
Release
Packages cleared for sale
- TR6
Deliver
Routes, vehicles and manifests
- RC1
Receive
Deliveries checked against manifests
- IN2
Inventory
Vault and floor counts by category
- OP3
Open
Opening checklist and cash count
- SL4
Sell
Sales reported to METRC
- CL5
Close
Close-out count and cash drop
- RP6
Reconcile
Daily POS, METRC and books match
Who we serve
One system for every license type.
The same approach to SOPs, logs and audits works across the supply chain, in any state that tracks cannabis in METRC.
- CultivationPlant tracking from clone to package
- ManufacturingBatch records and label review
- DistributionQA review and transport records
- Retail & deliveryDaily open and close, cash handling
- MicrobusinessGrow, process and sell under one license
- Multi-license groupsOne settings file per license
Get started
Book a walkthrough of your facility
We walk your facility and observe how your team currently operates. Then we show you what's possible when you partner with CannaBooks.
Or reach us at natan@cannabooks.net or (310) 776-5545
CannaBooks specializes in organizational development and compliance management across the cannabis industry: cultivation, manufacturing, distribution, retail and delivery. We build the systems, train your people and keep the records, so you can focus on running your business.