Finally, Accurate Retail Financials: Configure Your 4-4-5 and 4-5-4 Calendar in Kordis

If you're a Fractional CFO managing a retail client's books, or a Retail Operator analyzing last week’s sales, you know the drill: The standard monthly calendar built into QuickBooks or your core accounting system just doesn't work for your business.

Why? Because a 30-day month can have four or five weekends, making true period-over-period comparisons nearly impossible. You end up spending hours exporting data, wrestling with VLOOKUPs, and manually remapping transactions to fit the industry-standard 4-4-5 or 4-5-4 period structures. It’s time-consuming, frustrating, and, frankly, a waste of your strategic time.

The good news? At Kordis, we’ve fixed it. We're thrilled to launch Retail Calendar Configuration within our Financial Statements module. Now, you can instantly view your financials using the periods that actually matter to retail—all without ever touching a spreadsheet.

Your Accounting Software's Fatal Flaw (For Retail)

The goal of retail reporting is consistency. The 4-4-5 and 4-5-4 calendars ensure every period ends on the same day of the week, guaranteeing that key selling days and weekends are perfectly standardized. This is crucial for accurate forecasting and trend spotting.

When you stick to the standard calendar, your data is inherently misleading:

• Misleading Trends: Was last month's dip a real trend or did it just have fewer weekends? It’s impossible to tell quickly.
• The Manual Headache: You are forced to perform a repetitive, high-stakes manual transformation of the GL data just to get a usable report.

The Kordis Solution: Native Retail Financials

Kordis takes that entire export-and-remap nightmare off your plate. Our new configuration feature allows you to integrate your specific retail calendar rules directly into your core financial statements.

You gain instant visibility into your business performance through the lens of:

• Accurate Comparisons: Achieve true year-over-year and period-over-period analysis because your periods are standardized and consistent.
• Zero Manual Work: View your Income Statement, Balance Sheet, and Cash Flow Statement broken down by the correct retail periods (P1, P2, P3, etc.)—no manual adjustments necessary.
• Flexible Options: Easily toggle between the 4-4-5 or 4-5-4 period structures.

Simple Setup for Maximum Impact

Getting started takes less than a minute:

1. Tell us what day your retail week starts (e.g., Sunday or Monday).
2. Select the specific start date of your current fiscal year.
3. Kordis's engine automatically calculates and displays the start and end dates for your current and previous fiscal years based on the chosen pattern.

Check out the video below for the exact steps on how to configure Retail Calendar Periods in our application.

Beyond the Statements: Data Visualization

The benefit of bringing your 4-4-5 and 4-5-4 periods natively into Kordis doesn't stop at the financial statements. If you’re interested in building dynamic dashboards and visual reports using this highly accurate, period-based data, our Reporting feature can handle it. Reach out to our team to explore advanced data visualizations.

Ready to Stop Fighting Your Calendar?

For Fractional CFOs and Retail Operators alike, accurate financial data is your most valuable asset. By integrating the 4-4-5 and 4-5-4 structures, Kordis ensures the analysis you rely on is finally trustworthy and instantly accessible.

Sign up today with a 14 day free trial.