Automatically pull sales revenue, COGS, ad spend, fulfillment/shipping costs, refunds, and other key expenses from Shopify, ad platforms, and suppliers, then generate a clean, formatted profit-and-loss report on weekly or monthly cadence so small DTC brands get instant visibility into true profitability, spot margin erosion or ad inefficiencies early, skip manual spreadsheet builds, and make confident decisions without waiting on accountants or bookkeepers.
Multi-source data aggregation + cost allocation rules + margin calculations + templated reporting with trend analysis and anomaly detection.
Exporting CSVs from multiple dashboards, manually calculating COGS per SKU, piecing together ad spend from Meta/Google/TikTok, adding fulfillment fees, and rebuilding P&L in Google Sheets every week or month - a tedious process prone to errors and outdated numbers.
These are the traps that stall most builds once the pitch deck ends. Pressure-test your partners on how they prevent each before you sign.
Shopify for sales/refunds/fulfillment, Meta/Google/TikTok for ad spend, Stripe/PayPal for payouts, plus CSV or API from suppliers for COGS; tools like Triple Whale, Northbeam, or direct integrations make it seamless for most DTC stacks.
Very strong when COGS is mapped at SKU or collection level (via Shopify metafields or supplier feeds); it handles variable costs like shipping tiers and discounts, often hitting 95%+ accuracy versus manual sheets after initial setup.
Yes - choose weekly vs monthly, add brand-specific KPIs (LTV:CAC, contribution margin by channel), set alert thresholds (e.g., margin < 35%), and include visuals like trend charts or top/bottom performers for quick scans.
It replaces the grunt work of monthly P&L assembly so your accountant focuses on taxes, compliance, and strategy instead of data entry; many brands cut bookkeeping hours 50-70% while getting fresher insights.
Setup in a week with your key data sources and cost rules; first report runs on the next cycle, delivering founder-friendly views that highlight wins and red flags right away - huge for spotting issues before month-end.
Absolutely - it flags trends like "Top SKU margin fell 8% this week - check supplier pricing" or "CAC up 22% on Facebook - compare creative performance" so you act fast instead of discovering problems in quarterly reviews.
Need it live?
I scope, prototype, and ship the workflow for you (or embed with your team) so you see ROI faster than hiring or piecing together a studio of freelancers.