E-Commerce Finance & Analytics

Your Go-To Finance Team

We turn your numbers into insights that actually move the needle, so you can grow profitably, not blindly.

Financial Analytics Dashboard
Revenue Growth
+8%
Profit Margin
5%
$100M+
Companies Analyzed
1M+
Data Rows Processed
6+
Years Experience
4
Weeks to Insights

Data Everywhere, Clarity Nowhere

Most e-commerce teams have data everywhere, but no single source of truth. That's why even strong revenue months feel like guesswork.

01

Data Lives Everywhere

Finance has spreadsheets. Marketing has dashboards. Ops has guesswork. When your data's disconnected, decision-making slows.

02

Cash Flow Feels Random

Revenue looks great, but cash doesn't. When spend is scattered across platforms, it's hard to see where the money actually goes.

03

Inventory Eats Cash

Too much stock locks up capital. Too little means missed sales. Unsold product quietly chips away at profit every month.

04

Marketing Isn't Tied to Profit

You know your ROAS, but not your margin. Without seeing which campaigns drive bottom-line results, scaling feels like gambling.

Financial Clarity Made Simple

We connect your marketing, inventory, and finances into one unified view.

ProForma Analytics

Forecast Model

Connects P&L, balance sheet, and cash flow into one view with scenario modeling.

Revenue Deep Dive

Breaks down sales by channel, SKU, and cohort with clear unit economics.

Inventory Analysis

Tracks turnover, aging, and carrying costs to optimize working capital.

Marketing Insights

Links ad spend to MER, ROAS, and contribution margin across all channels.

Clean Outputs, Clear Direction

We simplify your messy data into views that show exactly where performance wins and where profit leaks.

3-Statement Model

P&L, balance sheet, and cash flow forecasts with scenario planning.

  • Growth scenarios
  • Cash runway tracking
  • Variance analysis

Performance Metrics

CAC, LTV, ROAS, MER, AOV, and contribution margin by channel.

  • Channel-level detail
  • Cohort analysis
  • SKU profitability

Strategy Calls

Regular check-ins to review performance and align on next steps.

  • Monthly analytics pack
  • Actionable insights
  • Ongoing support

From Data to Insights in 4 Weeks

We handle everything. You just connect the tools and show up to strategy calls.

1

Data Collection

Connect us to Shopify, ad accounts, QuickBooks

Week 1
2

Analysis & Modeling

We build your model and custom analyses

Week 2
3

Review & QA

Verify data, fix gaps, align on key drivers

Week 3
4

Finalized Product

Reporting pack and strategy call delivery

Week 4

Let's Talk

Ready to see your numbers clearly? Fill out the form and we'll be in touch within 24 hours.

Send Us a Message

Tell us about your business and we'll reach out to schedule a call.

Meet the Team

Jonathan Beygelman
Jonathan Beygelman

Co-Founder & Data Lead

Daniel Vinterfeld
Daniel Vinterfeld

Co-Founder & Account Lead

ProForma Team