What data does the Accounting Report use?

Only the scopes it needs: shopify, finance, sources. Nothing else from your account is sent to the model, which keeps the analysis focused and the cost predictable.

What questions can the Accounting Report answer?

For example: Which recurring costs should I cut first? Are any expenses mis-categorised or duplicated? Where did my spend grow the most vs last period? You can add your own question before running the report.

Can I export the Accounting Report?

Yes. Every generated report is stored in your report history and can be downloaded as a formatted PDF.

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Accounting Report

Q: How much does the Accounting Report cost?

The Accounting Report uses one report from your monthly Cost Pulse AI plan. Every plan includes a number of AI reports per month: Free 1 report (one-time), Founder 15 reports, Business 45 reports and Scale 95 reports. AI chat about your Shopify data is included, and counts reset each billing cycle.

1 report

Store revenue, costs, margins

Books view of your store: revenue after discounts, refunds and tax, plus category-level cost quality.

How to run it

Connect your Shopify store so the numbers are real.
Open AI Reports and pick the Accounting Report card — your remaining report count is shown before you run it.
Choose a period (7 / 30 / 90 / 365 days or all time) and optionally type your own question.
Generate, review the KPIs and recommendations, then download the PDF.

Questions it answers

— Which recurring costs should I cut first?
— Are any expenses mis-categorised or duplicated?
— Where did my spend grow the most vs last period?

Plan pricing

Every plan includes a number of AI reports per month: Free 1 report (one-time), Founder 15 reports, Business 45 reports and Scale 95 reports. AI chat about your Shopify data is included, and counts reset each billing cycle.

FAQ

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