Resources Guides

Working-session
playbooks.

Step-by-step walkthroughs of the workflows that get the most out of the platform. Designed to be read with the app open in the next tab.

Integrations directory, six of ten connectors connected, including Shopify, Meta Ads, Google Ads, Amazon, ShipBob and Klaviyo. ONBOARDING
01 6 steps · ~12 min

Connect your stack

Read-only OAuth into Shopify, Amazon, TikTok Shop, Meta and Google Ads, Klaviyo, ShipStation and NetSuite. The setup checklist most teams finish before their second coffee.

Coming soon, request early access
True profit, contribution-margin P&L with margin-bridge waterfall and 'What moved this period' panel. METHODOLOGY
02 8 steps · ~18 min

True profit math

The contribution-margin bridge, end to end. Landed COGS, fees, returns and incremental CAC, every line item defined, every formula reconciled to a worked example.

Coming soon, request early access
Live investigation INV-284, agent timeline pulling Shopify orders, fanning out, reconciling fees, and forming a hypothesis. WORKFLOW
03 5 steps · ~9 min

Run your first investigation

Type one question into the copilot, watch the agent decompose, fan out, reconcile, and queue a fix. The fastest path from "why did this move?" to a recoverable dollar.

Coming soon, request early access

More guides on incrementality testing, SKU rationalization, and the approval-queue workflow are being written. Want one prioritised?

Suggest a guide

See your hidden profit in one session.

Connect your stack, run your first investigation, and watch the agent find money your dashboards never could.

Book a margin audit Start free

~14 day payback · no card to start · pause anytime.