I’m building a few scheduled tasks on gpt that check a few things and send reports weekly. Game changer to have “someone” monitoring and forecasting inventory needs, cash flow projections, financial analysis (i.e. run vertical analysis on fee past months, chart them, etc)

Today we launch Margins, a financial infra and analytics suite that feeds your and your agents’ day to day. Margins is the first fully-reconciled data layer built for consumer brands. It connects to all your data sources, including Shopify, Amazon, Payments processors, Meta, 3PL, EDI, billing, and bank transactions. Connect Claude and chat with your data, build your own dashboards and workflows, or use our sleek, designed ones built off our experience working with thousands of brands. 🎉 To celebrate the launch, we’re giving away free forever, unlimited access to the FULL Margins product for the first 200 brands to sign up, no matter your size from starter to 9 figures. No trial. No sales call. No stripped-down version. RT+ comment “MARGINS” and I’ll send you your personal link. The story 👇👇

Margins launched Tuesday, and the response has been incredible. 🎉109 brands connected their stores, ad accounts, and banks. They're already asking their data questions like: "Which channel is profitable after returns and ad spend?" "Why did my margin drop last month?" "Which monthly cohort from the last 6 months has the best LTV?" But the question I get most: how is Margins different from Finaloop, and which one do I need? Short answer: Already on Finaloop? You have everything Margins does, built in. Connect the MCP and start asking. Not on Finaloop? Margins gives you the same live, reconciled data layer: → every store, marketplace, ad platform, bill tool and bank, connected → finance and marketing in one set of dashboards you can trust → Claude (or any AI tool) pointed at your data → your own workflows on top But Margins isn't accounting. When you need books you can hand to the IRS, a lender or an investor, that's Finaloop: → full P&L, balance sheet, cash flow and general ledger that accounts for every dollar → a dedicated team of accountants reviewing and closing your books → an MCP that works as an accounting agent: add bills and invoices, run reports, compare periods, and see what changed Margins shows you what's happening in your business. Finaloop is your complete financial record. Start wherever you are. We're shipping fast on both, and we'll be here when you need the books. Full comparison in the image👇

Today we launch Margins, a financial infra and analytics suite that feeds your and your agents’ day to day. Margins is the first fully-reconciled data layer built for consumer brands. It connects to all your data sources, including Shopify, Amazon, Payments processors, Meta, 3PL, EDI, billing, and bank transactions. Connect Claude and chat with your data, build your own dashboards and workflows, or use our sleek, designed ones built off our experience working with thousands of brands. 🎉 To celebrate the launch, we’re giving away free forever, unlimited access to the FULL Margins product for the first 200 brands to sign up, no matter your size from starter to 9 figures. No trial. No sales call. No stripped-down version. RT+ comment “MARGINS” and I’ll send you your personal link. The story 👇👇

Is this the greatest data release for 7–8 figure brands in the history of ecommerce? Yes. It is. Two years of P&L analysis: $3.16B, line-by-line + broken down by vertical. - Sales - Net sales - Gross profit - Contribution margin - OpEx - EBITDA You can download every chart 📊 But that’s not all. @FinaloopTeam and I asked three questions: 1️⃣ What is the single most significant financial struggle growing DTC brands are facing? 2️⃣ How can benchmark data be helpfully used (put to practical work) inside a business? 3️⃣ Where do you turn first in a P&L to find opportunities for more profit or better cashflow? We got original insights from … - @dave_stickland, Popsmith - Kristin Swarek, Caden Lane - Cameron Lee, Fractional CFO - Jeff Lowenstein, Free to Grow - @andrewjfaris, AJF Growth - @MattMullenax, Huron - @seanfrank, Ridge - @mbertulli, Pela Case x Lomi - @ChereneAubert, ILIA - Mark Brown, &Collar - Nate Littlewood, Future Ready Did you have plans for the holiday? Cancel them! Go. Get. This. Report. It’s the last non-Operator’s thing I will publish. So consider this my farewell content banger. Link below ↓

🔥Tax mistakes can wreck CPG margins. Join @FinaloopTeam + @startupcpg for a webinar on tax optimization strategies. 💸 Missed deductions ⚠️ Costly sales tax errors 📉 Poor planning = lost profit Don’t leave money on the table. Register now 👇 eventbrite.com/e/tax-blind-s…

🚀 Big news! (and sorry for the cringe, but this one’s worth it). In their annual tech conference in NYC, @Finaloopteam was named one of @Calcalistech's Top 10 Growth Companies for 2025! Here is a quick context: Calcalist is Israel’s largest financial publication—think of it as the Israeli version of Forbes. This isn’t a pay-to-play list. It’s a selection made by top US & Israeli VCs, founders, and tech leaders. And if you’re not familiar with the Israeli tech ecosystem, this is a huge deal. Israel is at the cutting edge of technology, with some of the smartest engineers & product minds in fintech, cyber, and AI. It’s one of the most competitive tech hubs in the world. Just look at the giants that started here: Monday, Mobileye, Wix, Wiz, Waze, and Fiverr to name a few. If you can compete here, you’re building at a different level. Now, why am I particularly excited? Because before I was a SaaS founder, I was a DTC founder—and still am. I run DTC businesses alongside Finaloop, and I personally invest in ecom brands. That’s why, even though our tech could power other verticals, we’re 100% focused on ecom. And the tech we’re building? Building accounting and inventory services for inventory-based businesses is one of the hardest challenges in fintech. You’re not just tracking numbers—you’re building the single source of truth for brands that need absolute accuracy. A zero-fault, high-scale system. AI can only take you so far. These numbers go to the IRS, investors, and creditors. Mistakes aren’t an option. Plenty of companies have tried—Scalefactor, Bench, and more—but they couldn’t scale the tech and had to rely on people who naturally make mistakes. Even the best accountants, using generic software or ERPs, can’t keep up with the scale and complexity of modern consumer brands. In 2024, Finaloop closed books for thousands of brands—at scale—with minimal back office. We’re building something fundamentally different—a system that automates, scales, and dominates business numbers from numerous channels in real time, with 100% accuracy. That’s why we’re heads-down, building. Over 90% of our budget goes directly to R&D, no BS—because solving this is one of fintech’s toughest challenges. But if you solve it? You don’t just build a product—you change an industry. We’re doing this for ecom founders. We help builders win. And there’s nowhere else I’d rather be.

Including content from @JonAlbertBlair , @ashvinmelwani , @Jeremy_Horowitz, @drewfallon12, and more - from Twitter, LinkedIn, and Spotify. We call it "ICYMI... (Jacob's Version)", and this time it has takes on: 🏷️ Discounts 💸 Exit valuations 🎟️ Meta ads 💰 CAC:LTV And a bunch of other things worthy of your attention. We'll try to make this a habit now, so make sure to follow. Because if Content is King, Curation is its COO.

@RaylaRapp is plugged into hundreds of DTC P&Ls via her position at @FinaloopTeam, a perspective almost no one has. This week on the show we talk about the trends she’s seeing in top-line revenue, margins, profitability, inventory levels, salary spending and more. Watch: piped.video/_XzHi4QmAZ0

A truly meaningful milestone for all of us here at @Finaloop as today we announce our $35M Series A funding led by @Lightspeedvp! 🙌 Huge thanks to our customers, investors & the team around here, all true partners in a mission to help DTC founders and brands completely trust their books every second of every day. On their way to building more financially sustainable businesses. As a DTC founder myself, I've seen firsthand the struggles with operational complexities, lack of financial clarity, and growth optimization challenges. The past two years have been tough for our space - this funding will help us to continue to invest in real-time financial visibility for ecommerce businesses as they drive profitability responsibly. Thank you to our supportive and helpful community, we have so many exciting developments on the roadmap for you. Now back to work - one chapter closed, many more books to follow 💪