Documentation Index
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Overview
Many businesses need to track profitability across multiple dimensions beyond just account categories, e.g. by location, job code, product line, project, or department. Tight’s dimensions functionality is a major improvement on class tracking functionality offered by legacy accounting providers, enabling multi-dimensional reporting without requiring your users to maintain complex account structures. Your platform can define the dimensions (including hierarchies) made available to the businesses on your platform, and the businesses can define the values against those dimensions. Your users can assign dimensions to transactions, invoices, and expenses, then generate Profit & Loss reports segmented by dimension to understand which locations, products, or projects are most profitable. This is particularly valuable for platforms serving multi-location businesses, project-based services, or any vertical where profitability analysis by segment drives business decisions. The dimension tracking integrates seamlessly with Tight’s accounting engine, so businesses get accurate profitability reporting by segment while maintaining a clean, simple Chart of Accounts structure.Use Cases
Platform defines dimensions
Your platform defines the dimensions that businesses on your platform can use to label their transactions. These labels serve as the framework for multi-dimensional reporting (e.g., Region, Location, Department). By standardizing these dimensions at the platform level, you create vertical-specific tracking capabilities that align with your users’ business models. For example, a construction platform might define labels like “Project,” “Phase,” and “Job Type,” while a retail platform might define “Location,” “Product Category,” and “Sales Channel.” Once you define these labels through the dimensions API, all businesses on your platform can populate their own specific values under each label dimension. This approach gives you control over the reporting structure while giving your users flexibility in how they apply it. Dimensions can be hierarchical, allowing for nested categorization (e.g., Region → Location → Department).Businesses set dimension values
Once you’ve defined the dimensions at the platform level, individual businesses populate those labels with their own specific values. These business-level dimension values represent the actual categories each business uses for tracking against a given dimension (e.g., under “Location”: “NYC Office,” “SF Office,” “Remote”; under “Department”: ” Sales,” “Marketing,” ” Operations”). Your platform may already track these segments, in which case you can simply have your system push them to the dimensions API. Once created, these segments can be assigned to transactions, invoices, expenses, bills, and mileage entries. When your users generate financial reports, they can filter and/or group by any dimension to see profitability broken down by those dimensions, all without creating separate accounts for each segment. This gives each business complete flexibility to organize their financial data according to their unique structure, while your platform maintains consistent reporting capabilities across all businesses.Examples
Toast: Locations, Revenue Centers
Toast is a restaurant management platform that helps food and beverage businesses run operations like ordering, payments, and reporting from a single system. Toast tracks operations across Locations (the physical restaurant), Revenue Centers (sub-location groupings like dine-in, bar, patio, or online ordering), Service Periods (breakfast, lunch, dinner), Order Channels (in-person, delivery platforms, kiosk), and Employees. Together, these dimensions let restaurant operators understand which parts of their business - which location, which revenue stream, which daypart - are driving performance. With Tight embedded into Toast, Toast operators could slice financial reporting across any combination of these dimensions, e.g., comparing net profit by Revenue Center within a Location, or rolling up P&L by Service Period across all locations. Because Tight would mirror Toast’s native dimension structure, operators could get accurate financial reporting by segment without maintaining a separate Chart of Accounts for each one.Platform Setup
Toast defines the following dimensions at the platform-level:- Dimension 1: Location
- Dimension 2: Revenue Center
Business Configuration
Toast pushes the existing business configuration from its system into the Tight API. For example, a restaurant group with 4 locations across two cities creates specific dimension values:- Dimension 1: Location
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Dimension 1 Values:
- Georgetown DC
- Dupont Circle DC
- Back Bay Boston
- South End Boston
- Mission SF
- SoMa SF
- Dimension 2: Revenue Center
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Dimension 2 Values:
- Dine-In
- Bar
- Online Ordering
- Catering
Transaction Tagging
When transactions are ingested, e.g. food costs, beverage purchases, delivery commissions, staff wages, users can tag each to a Location and/or Revenue Center.Reporting Outcome
The owner can generate P&L reports to understand performance:- Group by Location to compare total profitability across all locations
- Group by Revenue Center to see whether Dine-In or Online Ordering drives better margins
- Filter by both Location and Revenue Center to isolate specific operations (e.g., just Bar revenue at Dupont Circle DC)
ServiceTitan: BUs, Trades, Divisions
ServiceTitan is a trades management platform that helps home and commercial service businesses run operations like scheduling, dispatching, invoicing, and reporting from a single system. ServiceTitan tracks operations across Business Units (the primary organizational unit, e.g. “HVAC Service” or “Plumbing Install”), Trades (the type of trade, e.g. HVAC, Plumbing, Electrical), Divisions (the type of work within a trade, e.g. Install, Service, Maintenance), Zones ( geographic service areas within a Business Unit), and Job Types (e.g. Service, Estimate, Warranty). Together, these dimensions let trades businesses understand which parts of their operation - which trade, which division, which service area - are driving performance. With Tight embedded into ServiceTitan, ServiceTitan operators could slice financial reporting across any combination of these dimensions, e.g., comparing net profit by Division within a Business Unit, or rolling up P&L by Trade across all zones. Because Tight would mirror ServiceTitan’s native dimension structure, operators could get accurate financial reporting by segment without maintaining a separate Chart of Accounts for each one.Platform Setup
ServiceTitan defines the following dimensions at the platform level:- Dimension 1: Business Unit
- Dimension 2: Trade
- Dimension 3: Division
Business Configuration
ServiceTitan pushes the existing business configuration from its system into the Tight API. For example, a multi-trade contractor operating across two regions creates specific dimension values:- Dimension 1: Business Unit
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Dimension 1 Values:
- HVAC Install Residential
- HVAC Service Residential
- HVAC Maintenance Residential
- Plumbing Install Residential
- Plumbing Service Residential
- Electrical Service Residential
- Dimension 2: Trade
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Dimension 2 Values:
- HVAC
- Plumbing
- Electrical
- Dimension 3: Division
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Dimension 3 Values:
- Install
- Service
- Maintenance
Transaction Tagging
When transactions are ingested, e.g. labor costs, material purchases, subcontractor invoices, equipment rentals, users can tag each to a Business Unit, which is associated with a specific Trade and Division.Reporting Outcome
The owner can generate P&L reports to understand performance:- Group by Business Unit to compare total profitability across all departments
- Group by Trade to see whether HVAC or Plumbing drives better margins
- Filter by both Trade and Division to isolate specific operations (e.g., just HVAC Install profitability)
Procore: Cost Codes, Cost Types
Procore is a construction management platform that helps general contractors, owners, and specialty contractors run operations like project management, budgeting, procurement, and reporting from a single system. Procore tracks operations across Cost Codes (the specific type of work being performed, aligned by default to the CSI MasterFormat, e.g. Concrete, Framing, Electrical), Cost Types (the nature of the spend, e.g. Labor, Materials, Equipment, Subcontracts), Sub Jobs (subdivisions of a project, e.g. a building within a campus or a phase of work), and Portfolio-level dimensions including Project Type (e.g. Ground-Up, Renovation), Department, Office, and Program (a grouping of related projects). Together, these dimensions let construction businesses understand which parts of their operation - which project, which cost category, which office - are driving performance. With Tight embedded into Procore, Procore operators could slice financial reporting across any combination of these dimensions, e.g., comparing net profit by Cost Type within a Cost Code, or rolling up P&L by Office across all active projects. Because Tight would mirror Procore’s native dimension structure, operators could get accurate financial reporting by segment without maintaining a separate Chart of Accounts for each one.Platform Setup
Procore defines the following dimensions at the platform level:- Dimension 1: Cost Code
- Dimension 2: Cost Type
- Dimension 3: Sub Job
Business Configuration
Procore pushes the existing business configuration from its system into the Tight API. For example, a general contractor working on a large mixed-use development creates specific dimension values:- Dimension 1: Cost Code
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Dimension 1 Values:
- 03-000 Concrete
- 06-000 Framing & Rough Carpentry
- 16-000 Electrical
- 22-000 Plumbing
- 09-000 Finishes
- Dimension 2: Cost Type
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Dimension 2 Values:
- Labor
- Materials
- Equipment
- Subcontracts
- Dimension 3: Sub Job
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Dimension 3 Values:
- Building A
- Building B
- Site Work
- Common Areas
Transaction Tagging
When transactions are ingested, e.g. subcontractor invoices, material purchases, equipment rentals, labor timecards, users can tag each to a Cost Code and Cost Type, with Sub Job added when phase- or building-level detail is needed.Reporting Outcome
The owner can generate P&L reports to understand performance:- Group by Cost Code to compare spend across all work types on a project
- Group by Cost Type to see whether Labor or Subcontracts are the dominant cost driver
- Filter by both Cost Code and Sub Job to isolate specific operations (e.g., just Electrical costs for Building A)