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Shopwise

Where your business stands — and what to try next — at a glance.

Why profit rose or fell — explained in plain words.

Sales, customers, cost of goods, labor, rent — the numbers you already keep become a clear monthly report with plain-language explanations. No accounting software or POS connection needed.

View sample report

Corner Cup Coffee Fictional storeMonthly report — Mar 2026

Status: watchOperating profit fell $1,370, led by lower revenue (fewer customers outweighed higher average spend), with higher food cost and other expenses adding. The FL ratio is above the guide, which is the point to watch.

  • Revenue$42,900vs last month −1.8% / −5.1% vs the 15-month average
  • Operating profit$6,150vs last month −$1,370 (−18.2%)
  • Operating margin14.3%last month 17.2% → −2.9pt
  • Customers4,560vs last month −6.2%
  • Average spend$9.41last month $8.99 → +4.6%
  • FL ratio65.4%watch zone / +1.9pt
See the full sample report →

Sound familiar?

  • Sales went up, but profit somehow went down
  • You track the numbers, but can't tell if they're good or bad
  • Charts don't tell you what to do next

How it works

  1. Enter your numbers

    Type them in, use our Excel template, or import the spreadsheet you already have. Whichever you choose, you review the numbers before anything is saved.

  2. Get your report

    Why profit rose or fell, whether your costs are in a healthy range, your break-even point, and ideas for next steps.

  3. See trends as you go

    Your business is compared with its own history, so each month makes trends and seasonal patterns clearer, making it easier to plan ahead.

See the full guide →

Your whole business picture, in one place

No need to hire an expert to see where your business stands — your monthly numbers are enough.

  • Where you are now

    How much profit you made, why it rose or fell, and how your costs compare with typical ranges for your industry.

  • What needs attention

    Costs above the typical range for your industry, and how far you are from break-even, shown in colors and amounts.

  • Your outlook for the year

    A range for where the fiscal year is likely to land, based on your results so far (with 3 or more months of data).

  • Ideas for next steps

    Actions you can start with the data you already have.

Our promises

  • No integrations needed

    Start with a spreadsheet or by hand.

  • Explained in your language

    Every number is calculated by our software; the AI only writes the explanation around those numbers.

  • Honest about gaps

    Analyses without data are not shown. Estimated values are clearly labeled as estimates.

Pricing

One plan with every feature

$25 / month

Or pay yearly: $240 a year ($20 / month) instead of $300 — you save $60.

Your first month is free.

Included (every feature)

  • A monthly report that explains your numbers in plain language
  • Optional data you can add: cash at month end, sales by time of day, sales by item

Taxes may apply depending on your location.

FAQ

Do I need accounting software?
No. You can use a spreadsheet or enter numbers by hand.
What if I don't track customer counts?
That's fine. Analyses that need customer counts are hidden; everything else still works.
Which businesses is it for?
Cafés, restaurants, bars, retail shops, and service businesses (salons, studios, classes, etc.). There is also a general setting for other businesses.
How much data do I need?
You can start with one month. Two months enable month-over-month comparison; three or more give you trends.
How much does it cost?
$25 a month, or $240 a year if you pay yearly ($20 a month). Taxes may apply depending on your location.
Is the first month free?
Yes. Your first month is free.
Do different plans include different features?
No. There is one plan, and it includes every feature: the monthly report and the optional data (cash at month end, sales by time of day, sales by item).

See what a report looks like.

View sample report