How Cost Pulse AI turns Shopify data into your next move

No tokens, no credit math. Every plan simply includes a number of AI reports per month. Running any report — focused or the full CEO Report — uses one report from that count, and your remaining count is always shown before you run one.

AI chat about your Shopify data is included with every paid plan. Running out never deletes anything — you just cannot run more reports until you upgrade or your cycle resets.

Cost Pulse AI connects to your Shopify store and turns your sales data into focused growth reports. Instead of staring at dashboards, you get a brief that tells you what to do next.

What it reads automatically from Shopify:

• Orders — revenue, order count, AOV, and trends.
• Products — best sellers, slow movers, and product-level revenue.
• Channels — sales by source, so you can see where customers really come from.
• Refunds and discounts — leakage that hurts your margin.
• Customers — new vs. returning, repeat purchase rate.

You can also add your own expenses manually (ads, software, shipping, contractors) so the report can see the full picture. No bank sync required.

Go to Shopify in the sidebar and click Connect a store. You will be asked to authorize read-only access so Cost Pulse AI can read orders, products, customers, and channels.

What we can read:

• Orders, products, collections, and channels.
• Customer counts and repeat purchase signals.
• Discounts, refunds, and shipping data.

What we cannot do:

• Change products, prices, or inventory.
• Create or edit orders.
• Access your payment or payout accounts.

If you connect multiple stores, each store appears separately on the dashboard and you can disconnect any store at any time.

The CEO Scorecard tracks your business behaviour as a founder. It gives you an overall score and a level (L1 → L20) so you can see if you're operating like a CEO — or just keeping busy.

The biggest drivers are your daily activity (checking reports, logging decisions, recording expenses) and the trends from Shopify. It is not a grading system; it's a personal meter for how structured your growth effort is.

The scorecard axes include:

• Cash Management — runway and revenue vs. burn.
• Growth Leadership — revenue trends and Shopify order growth.
• Decision Quality — diary entries and plan outcomes.
• Consistency — active days out of the last 30.
• Discipline — revenue/expense ratio.
• Execution, Product Speed, Stability — from plans, schedule, and diary mood.

On the Scorecard page, click the ⓘ info button next to any axis for step-by-step guidance on how to raise that specific score.

Open AI Reports and pick the report that matches your question. Each card shows what it analyses and what it costs, and each report only reads the data it needs.

• Sales, Product & Inventory, Customer & Retention, Marketing, Pricing & Margin, Operations, Cash Flow, Accounting, Tax, Growth Strategy, Investor Update — focused reports, one report each.
• CEO Report — everything in one brief: Shopify sales, expenses, cash, source breakdown, scorecard, and next steps — also one report.
• Every Shopify-focused report includes your store data: products, channels, orders, AOV, refunds, and repeat customers.
• You can add one optional question to any report; the answer is written into the brief.
• Every report gives a verdict, KPIs, findings and ranked recommendations.
• Full breakdown per report type: all 12 reports.
• Past reports are listed under the cards and can be downloaded as PDF.

AI chat answers quick questions from your Shopify data and is included with your plan.