The business is profitable, but $88k of stock deposit and $54k of sales tax fall in the same week. Emery found three ways through it and ranked them.
Run the business on the numbers your finance team and accountant trust.
Most analytics tools stop at revenue and ROAS. Emery builds a live operating P&L from every order, purchase order and shipment, across online stores, retail stores, wholesale, distributors and subscription apps, then reconciles it to your accounting system every day.
Trusted by growing companies
Hand Emery the routine. Keep the decisions.
Pick your team and scroll through the work Emery takes off your plate each week, from the finance close to carrier invoices.
Close in days, not two weeks.
- Matches operating to the ledgerWalks orders, invoices and freight against your accounting system every day.
- Explains every differenceLagged orders, prior-period invoices and freight dated next month, each linked to its entry.
- Hands you the walkA reconciled P&L ready for sign-off. Nothing is posted without approval.
See the cash wall weeks early.
- Builds the forecastActuals, bills, POs, payroll and sales tax in one view.
- Finds the low pointAnd the payments that cause it.
- Ranks the fixesRe-time a deposit, chase a debtor or slow a reorder.
Know on day 10 whether the month will land.
- Cascades the budgetFrom group to division, channel, customer and SKU.
- Paces it dailyActuals and projection against budget, line by line.
- Sends a daily pulseTo the person who owns each line.
The monthly board report, drafted for you.
- Rolls up every regionConverted to USD at your stated rates.
- Attaches the P&LWith budget, last year and variance.
- Drafts the commentaryFor you to edit before it goes out.
Payment runs with proper controls.
- Routes every billTo the right approver by amount and supplier.
- Flags the odd onesDuplicates, unusual amounts and bills already paid.
- Builds the runThe person who prepares it can't approve it.
Know which ads make money, not just sales.
- Pulls your spendFrom Meta, Google and your other ad platforms.
- Matches it to marginAfter landed cost, freight, fees and discounts.
- Ranks campaigns by profitSo you scale the ones that earn and cut the rest.
See what a discount really cost.
- Tracks every codeOrders, discount depth and channel.
- Compares to baselineVolume and margin with and without the offer.
- Recommends a callKeep it, change it or end it.
Set a threshold that pays for itself.
- Models your basketsOrder values and freight cost by zone.
- Tests each thresholdShipping cost, conversion risk and AOV lift.
- Suggests the numberWith the margin it recovers each month.
Spend behind products you can ship.
- Checks stock firstCover against lead time for every advertised SKU.
- Flags wasted spendAds driving traffic to low-stock products.
- Suggests what to pushHealthy stock and strong margin.
Monday's review, ready before Monday.
- Gathers the weekSpend, ROAS, email and top sellers.
- Explains what movedProduct mix, promotions and stock-outs.
- Lists the actionsRouted to the person who owns each one.
Know which POs will land late before they do.
- Tracks every POSupplier, ETA and the SKUs it carries.
- Checks stock coverWhich bestsellers run out before it lands.
- Raises it earlyWith options: expedite, split or substitute.
Reorder what sells, when cash allows.
- Forecasts demandBy SKU, channel and season.
- Sizes the orderAgainst lead time, MOQ and stock cover.
- Checks the cashDeposit and balance against the 13-week forecast.
Find the surcharges eating your margin.
- Reads every invoiceBase rate, fuel and residential surcharges.
- Compares carriersCost per parcel and on-time rate by zone.
- Suggests the switchAnd what it saves each month.
Pay what the contract says.
- Loads your rate cardPick, pack, storage and receiving.
- Checks each invoiceLine by line against the contract.
- Flags the overchargesReady to send back to your 3PL.
Free up cash from stock that isn't moving.
- Finds aged stockBy SKU, location and days on hand.
- Costs itStorage, cash tied up and markdown needed.
- Plans the clear-outBundles, markdowns or channel moves.
See which accounts will miss this month.
- Paces every accountWholesale and distributor orders against budget.
- Spots the slipsOrders moving into next month.
- Alerts the account ownerWith the gap and what closes it.
Profit per account after rebates and freight.
- Builds a P&L per customerPrice, rebates, trade spend and freight.
- Ranks your accountsBy profit, not just revenue.
- Flags the leaksDiscounts or terms that turn growth into a loss.
Collect faster, without the spreadsheet.
- Watches overdue invoicesBy customer and age.
- Drafts the remindersIn your tone, for you to approve.
- Tracks the promiseAnd updates the cash forecast.
Daily trading by store against budget.
- Pulls each store's salesEvery day, by store and category.
- Compares to budgetAnd to the same day last year.
- Highlights the outliersStores and products to act on this week.
Walk into the review with the numbers.
- Gathers the historySales, margin and open orders for the account.
- Spots the opportunitiesRanges they don't stock and lines that are slowing.
- Joins the meetingAnd answers questions live.
80+ integrations, connected once.
- Connects your systemsAccounting, ERP, stores, marketplaces, ads and 3PLs.
- Maps your structureAccounts, channels, regions and brands.
- Keeps it in syncRefreshed daily, with no pipelines to maintain.
Every number calculated once, in code.
- Defines each metricGP, contribution, EBITDA and 1,000+ more.
- Uses it everywhereReports, answers, alerts and meetings.
- Shows the workingDrill from any number to the lines behind it.
The right people see the right numbers.
- Separates each brandData isolated by company and region.
- Sets rolesWho sees, who approves, who acts.
- Logs every actionA full audit trail you can review any time.
MRR, churn and deferred revenue, reconciled.
- Connects your billingApp stores, payments and subscription tools.
- Calculates the metricsMRR, churn, cohorts and CAC payback.
- Reconciles to the ledgerBookings and recognised revenue side by side.
Actions land where your team works.
- Emery drafts an actionFrom a report, alert or meeting.
- Someone approves itNothing runs without a person.
- It's pushed outTo your task tool, chat or the source platform.
Ask. Pin. Watch. Act.
Four moves cover almost everything. Ask a question, keep the answer, let Emery watch it for you, and act when something needs a decision.
Ask it like you'd ask your CFO.
Plain English in, a straight answer out. A chart, a table or a sentence in seconds, grounded in your own numbers and the reason behind them.
- Ask anything about sales, margin, cash, stock or freight.
- Emery calculates with the same engine as your reports, so the figure is exact.
- Get the answer and the why with a chart and the next question to ask.
- Action it, or have Emery action it Take the next step yourself, or approve Emery to do it and track it through.
Contribution margin fell 3.1 pts to 27.4%. Most of it came from Amazon, where new fulfilment fees and the SPRING20 code together took 4.2 pts. Website and wholesale held steady.
Keep any answer. It keeps itself up to date.
Pin a chart or a number to a board and it refreshes every morning with the same maths as your reports. Share the board with your leadership team.
- Pin any answer, chart or number.
- It refreshes daily, with no extra work.
- Share one board with the whole team.
Know before you have to ask.
Tell Emery what matters and it keeps watch every day across every channel, PO and carrier. You hear about it in chat, email or on your phone.
- Set a rule in plain English, like "warn me if cash dips below $100k".
- Emery checks it every day, across every report and slice.
- You get told early with what changed and why.
Cash dips to −$38k in week 7
The Q4 PO deposit and sales tax payment land together. Emery ranked three fixes.
Approve the next move. Emery does the rest.
Every insight comes with a drafted next step: re-time a PO, chase a debtor, end a promotion. Nothing runs until you confirm, and every change is logged.
- Emery drafts the move with the numbers behind it.
- You confirm, edit or hand it on to the right person.
- Emery pushes it out and re-checks the result later.
Move the Q4 PO deposit two weeks later and chase $52k of overdue wholesale invoices.
Why: the $88k deposit and $54k sales tax payment both fall in week 7. Paying the deposit two weeks later keeps cash above zero, and the stock still lands before Black Friday.
Emery joins the meeting. And brings the numbers.
Emery records the call, writes the notes, assigns the actions and answers questions live from your P&L, cash, stock and freight. Nobody leaves to go and check the numbers.
1. Invite Emery
Add Emery to any Zoom, Google Meet or Teams invite like any other guest, or bring in a recurring meeting once.
2. Ask it anything, live
Emery answers from the same engine as your reports, so the figure in the meeting is the figure in the P&L.
3. Notes and actions arrive
Decisions, owners and due dates minutes after the call. Approved actions are pushed to your tools and tracked until done.
Before we lock in the Q4 reorder, can we actually afford it?
Not as planned. The $88k deposit lands with the sales tax payment in week 7, and cash dips to −$38k. Paying the deposit two weeks later keeps you above $50k, and the stock still lands before Black Friday.
Sales were up last week. Why did margin drop?
Contribution margin fell 3.1 pts. Most of it is new Amazon fees and the SPRING20 code. I've added both to the actions.
Each action is approved before it's pushed, then tracked in Emery until it's done.
Security your finance team can sign off on.
Emery takes a security-by-design approach to your financial and operating data, to the standard expected of the systems your accountant and auditors rely on.
Talk to us about securityEmery is built on SOC 2 and ISO 27001-certified cloud platforms.
Your financial and operating data is encrypted whenever it moves and wherever it is stored.
Each company's data is walled off from every other.
Your team sees only the brands, regions and reports they're given.
Emery proposes. A person with access confirms every change.
Who approved what, when, and what changed afterwards.
Run the month,
not just review it.
See Emery on your own numbers. We'll connect your ledger, your stores and your warehouse, and show you where the profit goes.