Tools
Purpose-built software that powers every engagement. Not off-the-shelf dashboards — tools I built because nothing else did the job.
Bottomline + Sigma
The profitability platform for e-commerce
Know what your shop actually makes. Bottomline connects to your store, syncs every order, and tracks all your costs — so you see your real profit, not just revenue.
Sigma is the built-in AI CFO. It knows every order, every cost line, every margin — and delivers strategic recommendations, retention breakdowns, and executive analyses in seconds instead of days.
How to get access
Included with ongoing engagements
Full access to Bottomline + Sigma as part of any external Head of E-Commerce agreement. No extra cost.
Standalone SaaS access
Available as a paid subscription without an ongoing consulting engagement. Currently invite-only.
Real P&L, Updated Daily
Gross & net revenue with refund tracking, automatic COGS per product, gross margin, contribution margin, EBIT — with period comparison (MoM, YoY).
Sigma — AI CFO Copilot
Knows every order, every cost line, every margin. Delivers executive analyses, retention breakdowns, and strategic recommendations in seconds.
Every Cost, One Place
Upload invoices, set budgets, manage payroll. Automatic PDF parsing for 30+ vendors. Per-product COGS and margin tracking.
Customer Intelligence
New vs. returning splits, AOV trends by cohort, B2C/B2B tracking, and Klaviyo email ROI — all in one view.
Integrations
WooCommerce, Shopify, Klaviyo, PayPal, Stripe, GA4/BigQuery — with automatic order sync and invoice PDF parsing.
Revenue is not profit. Most dashboards forget that.