An AI-first finance function, built around your brand
Finance today runs on far more than a spreadsheet. We bring an AI-first way of working and, where it earns its place, build custom tools that connect your systems, sharpen your reporting and give you time and cash back.
Your numbers are spread across your store, your couriers, your marketing, your payment providers and your accounting software, and none of them quite agree. Pulling it together by hand eats hours every month and the answers arrive too late to act on. Off-the-shelf software rarely fits a brand like yours. This is where a finance-first approach, with the right tools behind it, changes what's possible.
Named tools, not buzzwords
Click through each one to see the problem it solves, what we built, and the result.
Overseen by your FD. Every tool reports to a person, not a dashboard.
Invoice CheckerCatches overcharges automatically
Courier, 3PL and supplier invoices are long, fiddly and almost never checked line by line, so overcharges and wrong rates slip through month after month.
An automated checker that reads each invoice against your agreed rate card, recalculates every charge and flags anything billed at the wrong rate, surcharged twice, or outside the deal.
Billing errors and rate creep caught the moment they happen, so you only ever pay what you actually agreed.
Data Analyst BotAsk your store data anything
The answer to most questions is buried across Shopify, your ad platforms and your accounts, and pulling it together by hand takes hours you don't have.
A finance-aware analyst you can ask in plain English, which queries your connected data and comes back with the number, the trend and a simple chart, no spreadsheet gymnastics.
Answers to the questions that actually drive decisions, in seconds rather than a half-day of exporting and pivoting.
Shopify Store CombinerMany stores, one clear picture
Running several Shopify stores or regions means the numbers never line up, and nobody can see the true, combined performance of the whole business.
A consolidation engine that merges every store, currency and channel into one clean set of figures, with each store still visible underneath when you want to drill in.
One consolidated P&L and dashboard across every store, so you can steer the whole group instead of guessing.
Returns DetectiveTrue return rates, month by month
Shopify counts a refund on the day it's refunded, not the day it was sold, so your return rate looks wrong almost every month.
A matched-returns engine that attributes every refund back to the month it was actually sold, and flags returns processed outside your stated policy window, a customer-service cost leak most owners never see.
Return-rate reporting that reflects what actually happened, not a distorted refund-date snapshot.
Trend WatcherCost creep caught early
A cost line creeping from 8% to 12% of revenue looks “in range” every single month on its own. The drift is the story, not any one month.
Every cost line expressed as a percentage of revenue over a rolling window, with sustained drift flagged automatically, before it's a real problem.
Cost creep caught while it's still small, not six months later at year-end.
Savings ScannerFinds where money leaks
Most owners have no idea where money is quietly leaking: postage, platform fees, loan structure, subscriptions.
Free calculators that quantify the leak in minutes, feeding straight into a Deep Dive Review.
One client saved over £50,000 a year on shipping alone, within about a month, just from reviewing their courier structure.
Board-Pack WriterYour monthly deck, drafted for you
Management accounts either don't get written up in plain English, or take days to produce by hand every month.
The narrative and variance commentary drafted automatically from your numbers, reviewed and finalised by a human FD before it reaches you.
A reporting deck that's ready every month, without a week of manual write-up.
Stock & Cash ForecasterSee reorders and cash ahead
Stock ties up most of your cash, yet reorder timing and the cash hit that comes with it are usually a gut-feel guess.
A model that projects sell-through by SKU, flags what to reorder and when, and shows the cash impact before you commit to a purchase order.
Fewer stockouts and less cash trapped in the wrong stock, with the cash impact visible before you buy.
What you get
- Custom apps and dashboards built around how your brand actually works, priced on demand
- Your tools joined up so data flows on its own, from Shopify and ads to payments, 3PL and accounting
- Automated reporting that arrives in your inbox rather than being rebuilt by hand each month
- AI-assisted analysis that surfaces trends, risks and opportunities sooner
- Ongoing support, with the tools refined as your business grows
The outcome
Month-end preparation time cut dramatically
Highly informed decisions, backed by numbers you can trust
Lower costs from tools that finally talk to each other
Common questions
Is this off-the-shelf software?
No. It is fully customisable and built around your brand, so it fits how you actually work rather than forcing you to change how you run things.
How much do custom tools cost?
They are priced on demand once we have scoped what you need on a call, so you only pay for something that will genuinely pay for itself.
Do I need to be technical to make use of this?
Not at all. We handle the build and the connections, and hand you something simple to use, with support on hand whenever you need it.
Will AI be making decisions about my finances?
No. The tools do the heavy lifting on data and drafting, but a human FD reviews and signs off everything before it reaches you. AI does the legwork, a person makes the call.
Is my data safe?
Yes. We connect to your systems with read access wherever possible, keep your data within trusted, secure services, and never share it. Security comes first on every build.