Your store's month-end review, in seconds
Drop in a monthly P&L CSV. Get margins, what moved profit vs last month, unit economics, cash warnings and a CFO-style write-up. Nothing is uploaded; it all runs in your browser.
1. Export
Columns: month, gross_sales, cogs. Optional: discounts, refunds, shipping, payment_fees, ad_spend, payroll, apps_software, other_opex, orders, ending_cash, ending_inventory. Common names like "revenue" or "marketing" work too.
2. Review
P&L waterfall, month-on-month variance and an EBITDA bridge, plus margin, MER, contribution per order, inventory days and runway.
3. Act
Rule-based flags and commentary for free. Optionally add your own OpenAI or Anthropic key for an AI CFO note with next-month actions.
Built by Siddharth Kumar, ex-Amazon finance partner who runs P&Ls for ~50 Shopify stores. Based on the AI Financial Coach Agent from Shubhamsaboo/awesome-llm-apps.
CFO commentary
Get an AI CFO note (optional, your own key)
Only the summary metrics are sent, straight from your browser to the provider.