AURA Ecommerce OS Core system • Finance

Finance Autopilot

Always-on cash, margin and KPI reporting for your store(s). AURA pulls data from your platforms and turns it into operator-ready dashboards & alerts so you can steer the business without living in spreadsheets.

Replaces manual exports & static reports Revenue • profit • CAC • LTV • cash runway Best for £50k+/mo brands or multi-store groups
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Instead of someone rebuilding the same report every week, Finance Autopilot turns your data into live dashboards, recurring packs and alerts that plug into how you already run ops.

What this system does

From scattered data to a single financial picture

Most ecommerce finance lives in a mess of exports, agency decks and screenshots. Finance Autopilot pulls the numbers together and turns them into one version of the truth that updates itself.

  • Combines revenue, ad spend, COGS, fees and overheads into a single live P&L view.
  • Breaks out performance by channel, country, store, product and cohort.
  • Surfaces the levers that actually move profit, not just top-line revenue.
  • Generates recurring weekly/monthly packs so leadership sees the same layout every time.
No more manual “Friday finance” reports One refreshable model for your whole team

Where it sits in your stack

Finance Autopilot plugs into the tools you already use. It’s the logic layer that keeps KPIs consistent, not “yet another dashboard” that nobody logs into.

  • Inputs: Shopify/Woo revenue, ad platforms, payment processors, inventory & accounting.
  • Connects to: BI tools, Sheets, Notion, Slack/email for alerts.
  • Outputs to: CFO-style packs, cohort reports, channel scorecards and board-ready views.
  • Pairs naturally with Auto-Insights and the Daily CFO Pack for richer context.
Shopify • Woo • Amazon • Offline add-ons
Who it’s for & what we build

Ideal for brands that…

  • Have multiple channels, agencies or markets and want one coherent financial view.
  • Are scaling spend and need to see profit, not just ROAS, every week.
  • Have leadership asking for “one clean report” everyone can agree on.
  • Are tired of reconciling Shopify, ads, bank and accounting numbers by hand.

If you’re earlier stage, we can scope a lighter version focused on cash, margin and CAC/LTV so you don’t drown in detail.

What we set up for you

  • Data connections and normalisation from your key platforms into one model.
  • Standard KPI definitions (revenue, gross margin, contribution profit, CAC, LTV, payback).
  • Core dashboards and recurring report templates tailored to how you run the business.
  • Alert rules for drift in margin, spend, payback windows and cash runway.
  • Optionally, a “board pack” template we update on your cadence.
Inputs & outputs

Inputs we need from you

  • Access to your store(s), ad accounts and payment processors (Shopify, Meta, Google, Klaviyo, etc.).
  • Basic COGS and overhead structure (fulfilment, salaries, rent, tooling, agency fees).
  • Your preferred KPI definitions and any existing finance/ops reports you like.
  • Who needs what: founders, CFO/FD, marketing lead, ops lead, investors, etc.

Outputs you get every cycle

  • Live dashboards for daily/weekly checks, plus scheduled PDF/Sheet packs.
  • Standard views by channel, product, cohort and market with trendlines.
  • Commentary & callouts: “what changed, why it matters, what to look at next”.
  • Optional export layer your finance team can plug into their own models.
Example workflow

How a typical Finance Autopilot cycle runs

  1. You connect your store, ad accounts, payments and (optionally) accounting tool.
  2. AURA normalises the data and maps it into a unified ecommerce P&L structure.
  3. We define the KPI set, dimensions (channel, product, cohort) and reporting cadences.
  4. The system publishes dashboards and recurring packs to your chosen destinations.
  5. Alert rules fire when margins, CAC, payback or cash drift outside guardrails.
  6. Each month/quarter we review what you’re actually using and tune the system around that.

Over time this becomes your always-on financial operating layer — not a one-off model that breaks every time someone changes a tab in a spreadsheet.

FAQ
Is this a one-off build or ongoing?
We can do a one-off setup of the model and dashboards, or keep it as an ongoing system where we maintain connections, adjust KPIs and refine reports as your brand grows. Most brands keep it running so the numbers never go stale.
Do you replace my accountant or finance team?
No. Finance Autopilot focuses on operational ecommerce finance (revenue, profit, CAC, LTV, cash), not statutory accounts or tax. It gives your team cleaner inputs and saves them hours of manual work.
Which tools does this work with?
Shopify, WooCommerce, Meta, Google Ads, TikTok, Klaviyo, major payment processors and most mainstream accounting tools. If something is custom, we can usually connect via exports or APIs.
How does this plug into your other systems?
Finance Autopilot sits alongside Auto-Insights, Analytics & Reporting, and the Daily CFO Pack. Together they give you a loop: measure → understand → decide → act, with finance at the centre rather than as an afterthought.
Ready to stop rebuilding the same finance report every week?
We’ll wire Finance Autopilot into your stack, ship the first live reports, then decide together how deep it should go as part of your AURA OS.
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