Excel that turns daily bookkeeping into instant insights.

See daily P&L, cash flow status, and tax-ready reports-without hours of manual reconciliation. It's all in Excel.

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Excel that turns daily bookkeeping into instant insights. Dashboard Preview
Operational Focus Specialized
Excel Reports Your data

Hours lost on daily bookkeeping?

Automated daily P&L, expense categorization, and cash flow tracking. 6 hours back to your week.

Tax season is a nightmare?

Tax-ready reports with proper expense categories, deduction tracking, and compliant documentation. No scrambling.

No idea which products are profitable?

Product-level profitability after ALL fees, costs, and returns. Know exactly where money is made or lost.

Financial managers waste 6-8 hours weekly on manual bookkeeping, expense categorization, and profit tracking. QuickBooks doesn't show product-level profitability. Spreadsheets break. Tax season becomes a nightmare of missing receipts and uncategorized transactions. Our Excel kits automate financial tracking so you spend minutes, not hours, on books.

What's inside your Financial Excel

Every financial report includes accounting-ready data you can use today:

  • Daily P&L with revenue, expenses, and net profit
  • Cash flow tracking with payout timing and gaps
  • Expense categorization by type and tax category
  • Product-level profitability after all fees and costs
  • Tax-ready reports with deduction optimization

Export to QuickBooks, share with your CPA, present to partners. It's Excel-fully yours.

Kits financial managers use first

Daily P&L Snapshot

Revenue, expenses, profit updated daily

→ Know your numbers every morning

Tax Prep Dashboard

Tax-ready categorization and deduction tracking

→ No more tax season panic

Product Profitability

True profit per SKU after all fees and costs

→ Drop losers, scale winners

75%

Reduction in daily bookkeeping time

90%

Improvement in financial accuracy

60%

Faster tax preparation

45%

Better profitability visibility

Quick path

1

Connect

your store and payments (secure OAuth)

2

Pick

a financial kit

3

Download

your Excel

Time to first file: under 2 minutes.

"I was spending **8 hours a week** on bookkeeping and still missed a $1,200 fee that Shopify double-charged. The daily P&L caught it immediately. Now bookkeeping takes 45 minutes and I actually trust my numbers."

Jennifer Walsh
Store Financial Manager

Works with your platforms

e-commerce Financial Data

Complete e-commerce revenue, expenses, and financial performance tracking for accounting purposes

e-commerce Payment Processing

Payment processor fees, transaction costs, and cash flow analysis from your e-commerce payments

e-commerce Tax Integration

Tax calculation, compliance tracking, and deduction optimization for your e-commerce business

e-commerce Accounting Software

Integration with QuickBooks, Xero, and other accounting platforms for unified e-commerce financial management

Financial FAQ

No-it complements it. Export our reports to QuickBooks or use standalone for product-level insights QB doesn't show.

Reports include proper expense categories and deduction tracking. Share with your CPA-it's audit-ready.

Daily auto-refresh or on-demand. Most financial managers check daily P&L every morning.

Yes. It's Excel-add your own categories, split expenses, map to your chart of accounts.

Reports break down profit by product, channel, and revenue type. See which streams are profitable.

Ready to fix your Operational Focus challenges?

Get your first report free and see your data in Excel in under 2 minutes.

Get my free financial report See a sample Excel

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