What we’re building

Shopify integration

Full order, product, payout, and refund sync via OAuth

Plaid bank connect

Read-only bank balance and transaction access

True profit calculation

Revenue minus COGS, fees, ad spend, payroll, and refunds

Bank reconciliation

Automatic payout-to-bank matching with confidence score

Money leak detection

7-category AI-powered leak identification

Meta Ads integration

Campaign spend and ROAS calculation

AI financial insights

Daily 3-point briefing powered by Claude

Weekly digest email

Monday morning P&L narrative written by AI

Product P&L

Per-SKU revenue, margin, and profit breakdown

Cash flow & runway

90-day burn rate and days of cash remaining

Staff & payroll tracking

Manual + auto-detected wage costs

Custom widget dashboard

Drag-and-drop dashboard with 22 widgets

Supplier payment tracking

Outstanding invoices with overdue alerts

SMS alerts

Real-time text notifications for financial anomalies

Google Ads integration

Sync Google campaign spend alongside Meta for true blended ROAS

Mobile app (iOS)

Native iPhone app with your key metrics at a glance and push notifications

Forecasting engine

Project next-month revenue and profit based on trends and historical data

Xero integration

Sync your Xero chart of accounts and reconcile with your Shopify P&L

Inventory forecasting

Know when to reorder before you run out, with automated reorder point alerts

Multi-currency P&L

Full support for USD, GBP, EUR, and CAD alongside AUD

Team collaboration

Invite your accountant, CFO, or business partner with role-based access

Stripe integration

Direct Stripe data for businesses not on Shopify Payments

Custom expense categories

Define your own expense taxonomy that maps to your chart of accounts

API access

Programmatic access to your financial data for custom reporting and integrations