# How Profitably works

> Connect every store, every ad platform and every bank account for business-wide visibility in a single view with a true profit lens.

[Get my free profit report](https://profitably.com/register)

## 1. Connect every cost and revenue source

We have ~50 integrations out of the box and can connect any new data source for you within 7 days, guaranteed, or you get the month free.

- Sales channels: Shopify (orders, refunds, fees), Amazon (sales, fees, settlements), eBay, WooCommerce
- Ad platforms: Meta Ads, Google Ads, TikTok Ads, Pinterest, Snapchat, Reddit
- Accounting: Xero
- Banks, read-only: Chase, Bank of America, Barclays, HSBC, Monzo, Starling Bank, Revolut, Wise, N26

## 2. We forecast for you

We'll create a financial model tied to real marketing metric targets, produce a baseline cashflow forecast, and save it to your Profitably account.

## 3. We analyze your spending

With your bank transaction data, ad platform data, revenue sources, and accounting data, we isolate areas of cash leakage and find cost optimization opportunities.

## 4. Get the free Profitably report

Get the free Profitably financial model and forecast, plus the dashboards, alerts, and reporting to run your business on it, all set up for you.

- Excel financial model, formatted and ready to share
- Cashflow forecast model, months ahead, built from your bank data
- Marketing KPI target sheet: nCPA, MER, and ROAS targets by month
- Subscription dashboard: subscription revenue, churn, and cohorts
- AI metric alerts in Slack or Gmail as soon as a number slips
- Country-level profitability, every market tracked and reported for you
- Live cost tracking: ad spend, fees, and COGS through the day
- Custom dashboards and custom tables
- Management accounts, monthly reporting ready for the board

## Questions

### How long does setup take?

Connecting is easy. We have connectors for 50 of the biggest platforms in ecommerce, and each one takes 1 to 5 minutes, so allow about 20 minutes. Once your data has synced, send us your messiest spreadsheets: fixed costs, marketing costs, influencer fees, fulfilment rates, anything you want to track. We record them for you. Then, once we've signed off together that everything is connected and your data is in, we'll produce your 12-month forecast, configure your cashflow, and walk you through it, all within 24 hours.

### Do I need a finance team or accountant?

Not at all. Profitably handles your onboarding and your forecasting without you lifting a finger. Just send us your current cost-tracking spreadsheets and we put your costs into the system, so your profit reporting is accurate.

### What does it cost?

It's free for 14 days, and you'll get your Profitably report within that time, so you can still cancel before your plan begins. Plans start at $79/month. You can compare every plan on our [pricing page.](https://profitably.com/pricing)

### Is my business big enough to qualify?

Any size of business can use Profitably. The real benefit is felt most from $1M, €1M, or £1M in revenue upwards, but the data and analytics platform and the AI assistant add value at every size.

### What if you don't connect to a tool I use?

Then we build it. Tell us what you use and we'll connect it within 7 days, guaranteed, or you get the month free.

### Can I keep my spreadsheet model?

Keep it, and stop maintaining it. Send us your current forecast and we'll rebuild it inside Profitably, so it fills itself in with your real numbers every day.

### Do I have to log in to check my numbers?

No. Get alerts in Gmail as soon as a number slips. With Profitably AI you can also ask about your business in plain English, in Slack or inside Claude.

## For AI agents

Profitably has a connector for Claude that lets an AI work from a merchant's own Profitably data: read the P&L and every metric, model forecasts and cash flow, configure costs and build reports, with every money change going live when the merchant approves it. Details: https://profitably.com/ai.md. Site guide: https://profitably.com/llms.txt.