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Reportly AI
E-commerce & retail

FP&A Software for E-commerce and Retail

Retail cash hides in inventory. You pay suppliers months before customers pay you. Consequently, a growing retailer can be profitable and cash-starved at once. Reportly forecasts that gap, tracks COGS and margins live, and plans for seasonality on real data.

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  • Storefront
  • Cart
  • Parcel
  • Price tag
  • Payments
  • Delivery
Order fulfilment and the cash gap
ORDER FULFILMENTUnits shipped per dayTHE CASH GAPPay suppliersCustomers pay62-day cash conversion cycle

Illustrative preview — not customer data

01 — The problem

What breaks in e-commerce & retail finance

The same three failures show up in almost every e-commerce & retail team we talk to.

  • Profitable and cash-starved

    You pay suppliers months before customers pay you. Growth makes it worse.

  • COGS moves, margin doesn't get checked

    Freight and landed cost creep silently through the P&L.

  • Peak season is planned on instinct

    Purchasing commits cash months ahead of the revenue that justifies it.

02 — Metrics that matter

The numbers your board actually asks about

Reportly builds these from your live accounting data, so they never depend on a spreadsheet refresh.

Retail finance dashboard

Illustrative data
Gross margin
54%
▼ -1.8 pts
Inventory on hand
$820K
▲ +14%
Cash conversion cycle
62 days
▲ +7 days
Contribution margin
28%
▲ +0.9 pts
03

The retail finance picture, live

  • 01

    An e-commerce KPI dashboard

    with margin, COGS, and inventory position, updated from your books.

  • 02

    Working capital tracking

    Inventory swings show up in net working capital before they hit cash.

  • 03

    Seasonal forecasting

    Model peak-season purchasing and post-peak cash in budgeting and forecasting.

  • 04

    Channel views

    Split performance by store, channel, or marketplace using classes.

  • 05

    Break-even by product line

    Sanity-check pricing with the break-even calculator.

04 — Month end

What a month looks like with Reportly

Close the books, and the reporting takes care of itself.

Day 1

Actuals land

Sales, COGS, and inventory positions refresh from the books.

Day 2

Margin check

Landed cost and freight hit contribution margin where you can see them.

Day 3

Cash forecast

Purchase commitments model forward against expected receipts.

Day 4

Channel review

Store, channel, and marketplace performance split out automatically.

05 — Key terms

The vocabulary, defined

Plain-English definitions of the terms this page uses. More in our glossary.

  • COGS

    Cost of goods sold: the direct cost of the products you sold in the period.

  • Net working capital

    Current assets minus current liabilities. Inventory swings show up here first.

  • Cash conversion cycle

    The days between paying for inventory and collecting cash from its sale.

  • Contribution margin

    Revenue minus all variable costs, including fulfilment and payment fees.

FAQ

E-commerce FAQ

Yes, from your live accounting data. Margins update as sales and costs land.
Yes. The cash forecast models inventory purchases ahead of revenue, which is exactly where retail cash breaks.
Reportly reads your accounting system, where your platform's numbers land.

Built for how e-commerce & retail really works

Reportly is in early access. Join the waitlist to see it on your own numbers.

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