What’s new

True profit dashboard — bank-verified P&L with gross revenue, all expenses, upcoming obligations, and real profit in a single hero view

Customisable widget grid — drag-and-drop dashboard with 22 widgets across 6 categories, saved per-workspace

Money leak detection — AI-powered detection of 7 leak categories (SaaS subscriptions, refund spikes, shipping drift, ad efficiency, fee anomalies, idle cash, overdue suppliers)

Bank reconciliation — automatic matching of Shopify payouts to bank transactions with a reconciliation score

Cash flow & runway — 90-day burn rate calculation, days of runway, supplier obligation tracking

Product P&L — per-product revenue, COGS, and margin breakdown with SKU-level matching

AI insights — GPT-powered daily briefings with 3 actionable observations about your financials

Weekly digest email — Monday morning CFO briefing comparing last 4 weeks of P&L, written by Claude AI

Meta Ads integration — sync campaign spend and revenue for blended ROAS calculation

Staff & payroll tracking — manual staff costs with bank transaction auto-detection

Onboarding flow — redesigned 4-step setup: store name → Shopify OAuth → Plaid bank connect → aha moment

Date range picker — preset ranges (7d, 30d, 90d, this month, last month, all time) plus custom range with calendar

Expenses page — manual expense tracking with categories, frequencies (one-time, monthly, annual), and staff & wages section

Leaks page — detailed leak detection results with severity scoring and dismiss/action workflow

Bank transactions page — view, search, and filter all bank transactions with reconciliation status

Notification settings — weekly digest, daily summary, and SMS alert preferences

Supplier payments — track unpaid supplier invoices with due dates and overdue detection

Shopify sync — improved handling of refunds, multi-line orders, and partial payouts

Reconciliation now handles currency rounding correctly (±$1.00 tolerance)

Core financial dashboard — revenue, expenses, and net profit for a selected date range

Shopify integration — OAuth-based store connection with full order, product, and payout sync

Plaid bank integration — read-only bank account connection for balance and transaction access

COGS tracking — product cost entries linked to Shopify SKUs for gross margin calculation