AI Financial Controller for Ecommerce: Margins and Budgets
Rerun
Rerun is now open source under AGPL-3.0
About
Find the sales that look good but lose money, and keep your store's spending and forecast under control.
What it does
- Works out the true margin of every order: discounts, refunds, product cost, payment fees, shipping and packaging
- Rolls it up by product, discount code, channel and destination, and explains each loss with the fix and what it is worth per month
- Spots the rules behind the leaks: free-shipping thresholds checked before discounts, stacked codes, flat shipping on heavy parcels
- Compares spending with budget line by line and explains the variances that matter
- Builds base, cautious and ambitious scenarios with every assumption stated, and shows how inflation and exchange rates hit your purchasing costs
What you need
- Nothing to start: paste an order export and your product costs
- Shopify to read every order, discount and refund
- Google Sheets for your budget and cost sheets and a review you can share
How setup works
You see the margin of your own orders in the first minutes. Then it learns where your costs and budget live and what margin you consider healthy, connects your store and runs last month's review.
What stays in your hands
- It recommends; prices, discount codes and budgets change only when you change them
- The monthly review only starts once you confirm its date
What you will need
- Google Sheets
- Shopify
Coworkers in this template
Apps
Skills · 5
- Benchmark purchasing KPIs
- Compare spending with budget
- Find the margin leaks
- Model growth scenarios
- Scheduled tasks · 1
Monthly margin and budget review
At 09:00 AM, on day 3 of the month
Frequently asked questions
How do I find which Shopify orders lose money?
Connect Shopify or paste an order export with your product costs. The agent computes each order's margin after discounts, refunds, fees, shipping and packaging, and lists the losing ones with the reason.
Are my discount codes profitable?
It rolls margin up by discount code and shows which codes, on which baskets and destinations, turn sales into losses, with the change that fixes it.
Can it compare my spending with my budget?
Yes. Line by line, with the variance in amount and percent, its cause and whether it is timing or permanent.
Can it build a growth forecast?
It builds base, cautious and ambitious scenarios from your own history, states every assumption so you can change it, and shows where cash would run short.
Does it change my prices or discounts?
No. It recommends; you decide and make the change.
How much does it cost to run?
The template is free. Each run uses your Rerun credit.