For accountants and fractional CFOs

The Firm plan

Not ready to install? See it on sample data first.

Closing a client's month? Tie their Shopify sales out before close.

What you actually get

• Net Sales tied to Shopify to the cent, with every excluded order named and a residual that is zero or explained.
• An evidence trail you can hand to a client — every order left out of sales is named with its reason, so the number survives being questioned in a review.
• Named gaps instead of estimates. No product cost file means no gross margin, and the report says so rather than filling it in.

The method is written up at how to make a Shopify number defensible. If it does not match how you already work, this is probably not for you.

Working across several clients

One login, and a saved workspace per client that you name and switch between.

Workspaces belong to the account that created them — there are no team seats or shared logins yet, so each person at your firm works from their own account.

Partner revenue share

Founding Partner

A free listing on a directory of firms who do margin work this way, plus a badge for your site. It costs nothing and asks nothing — no minimum spend, no exclusivity, no commitment to recommend us.

Email us to join the founding cohort

Before you commit anything

Install it free on one client's store. Every feature is free for 90 days during founding, so you can judge it on a store whose numbers you already know.