Reports & Profit Intelligence
One world-class command center for sales reports, marketing reports, tax reports, profit reports, graphics, imports, exports, and AI analysis so the owner can make better decisions and put more money back into the business and profits.
Sales graphicsMarketing analyticsTax prepProfit decisionsAI analysisProfit reinvestment signal
Protect cash, cover tax obligations, then reinvest into the product/channel pair producing the strongest profit.
Automatic insights
Owner decisions
Product sales table
| Product | Revenue | Orders | AOV |
|---|
Marketing channel performance
| Channel | Leads | Clicks | Sales | Conv. | Cost/Sale |
|---|
Next marketing action
Use the highest-performing channel to push one campaign through the Marketing Action Center.
Open Marketing Action CenterTax prep expense report
| Category | Amount | Action |
|---|
Tax workflow
- Import Stripe/Payhip monthly sales.
- Import expenses or scan receipts.
- Separate personal and business items.
- Export this report for your tax professional.
Report generator
AI owner analysis
AI reviews sales, marketing, tax, expense, campaign, scan, and note data and produces decisions: what to fix, what to scale, what to stop, and where to reinvest.
Ready for AI analysis.
Import CSV data
Sales: month,revenue,orders,refunds,ad_spend,cogs. Products: product,revenue,orders. Marketing: channel,leads,clicks,sales,spend. Expenses: category,amount.
Choose a CSV to import.
Connected sources this platform can analyze
- Stripe/Payhip exports and webhook records
- Marketing Action Center campaigns
- Zapier campaign logs
- Scan Import receipts and pay stubs
- Tax expense categories
- Debt, investment, pantry/home/car notes
- Manual owner notes
Business Valuation
Jump straight to the company-worth estimator and value-growth recommendations.
Open Business ValuationBusiness Valuation & Value Growth
This uses practical small-business valuation math to estimate an illustrative value range from revenue, profit, growth, recurring revenue, and owner dependence. It is not a formal appraisal, but it helps show what raises or lowers company value.