Headline outcome
4 channels
Reconciled by Day 3 of monthly close
Case study · Retail · D2C + retail · 1 outlet
Reconciling 4 sales channels into one P&L.
What it takes
Channel reconciliation depends on platform APIs being reliable. Two of the four channels here required scheduled manual exports — that's a real operational tax we surface up-front, not a 'fully automated' claim.
Challenge
- Physical store, Shopify, a major marketplace, and wholesale — different payout cycles and reporting structures
- Consolidated P&L hid which channel actually made money
- Inventory moved across channels with no central view
- Operator made channel-level decisions based on gut feel, not numbers
What we did
- Rebuilt Xero chart of accounts by channel
- Wrote reconciliation rules per channel (POS, Shopify payouts, marketplace settlements, wholesale invoices)
- Connected inventory management so stock moves feed COGS by channel
- Built channel-level dashboard with revenue, gross margin, and contribution
Outcome
- Channel-level margin visible by Day 3 of close
- Owner stopped over-investing ad spend in the lowest-margin channel
- Wholesale credit terms tightened after the cost-to-serve became visible
- Stock-out incidents reduced after inventory was unified across channels
More cases
Other operations, same approach.
F&B · 3 outlets · ~S$2.4M revenue
Close: ~14 → ~6 days
From 14-day close to 6-day close on a café group.
Read the case →
Services · ~25 headcount
Admin: 11 → 3 hrs / week
Manager admin down from 11 hours to 3 hours a week.
Read the case →
F&B · Pre-launch incorporation
Books, banking, dashboard on opening day
Launching with the stack already in place.
Read the case →
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