Data warehouse · Dashboard · AI agent
All your systems. One dashboard. Clear answers.
We connect Shopify, Amazon, QuickBooks, NetSuite, and your ad platforms into one warehouse. Then we deliver a dashboard that actually drives decisions. You own the infrastructure.
Gross margin
38.4%
+1.2 pts MoM
Contribution
$412K
+6.1% MoM
Blended CAC
$41.20
−3.4% MoM
Net revenue
$1.94M
+4.8% MoM
Return rate
6.1%
−0.4 pts MoM
Inventory turns
4.7x
flat
Contribution margin by month
Ask the agent
“Which SKUs lost margin after the September freight increase?”
14 SKUs. Combined margin down 3.8 pts; 62% of the impact is in oversized units shipping to Zone 8.
What changes
Today
- Shopify sales in one export, Amazon fees in another, COGS from NetSuite, spend from Meta and Google.
- Finance reconciles it in Excel; by the time the report is signed off, the numbers are two weeks old.
- Margin by product or by customer requires a fresh build every time someone asks.
- Every follow-up question restarts the work, and no two reports fully agree.
After delivery
- One warehouse with a single, documented definition for revenue, COGS, spend, and margin.
- A dashboard covering the ~20 metrics your team actually decides on, refreshed daily.
- Margin by product, customer profitability, and period-over-period comparison in seconds.
- An agent that queries the warehouse directly and answers ad-hoc questions in plain English.
Systems we connect
Sales, fees, COGS, spend, subscriptions, and fulfillment — extracted on a schedule and normalized into one model. If a system isn't listed, we've likely built against its API before.
Shopify
Sales
Amazon Seller Central
Sales · Fees
Amazon Vendor Central
Wholesale
Magento
Sales
QuickBooks
Ledger
NetSuite
ERP · COGS
Xero
Ledger
Stripe
Payments
Meta Ads
Spend
Google Ads
Spend
TikTok Ads
Spend
Klaviyo
Retention
Recharge
Subscriptions
ShipBob
Fulfillment
EDI / 3PL feeds
Distribution
Warehouse of record
You own it
And more
How it works
01
Audit
We map your systems, existing reports, and the decisions finance needs to support. You get the metric list before any build starts.
02
Connect
We extract from each source on a schedule and normalize it into a warehouse in your own cloud account.
03
Model & build
We model margin, customer, and channel logic, build the dashboard, and configure the agent against your definitions.
04
Deliver
Working system, documented models, and a handoff session. Nothing is locked behind us.
Fixed price, agreed before we start. No retainer required to keep the system running.