What is ProfitGenie?
ProfitGenie is an e-commerce finance and operations platform. It helps brand operators, agencies, and fractional CFOs bring sales, cost, marketing, inventory, and cash-flow information into one decision-making workspace.
Why ProfitGenie
Know what the business is actually keeping.
ProfitGenie is an e-commerce finance and operations platform for brand operators, agencies, and fractional CFOs. It brings channel sales, costs, marketing, inventory, and cash-flow information into one workspace so teams can examine profitability with the definitions and source context still attached.
Last reviewed September 22, 2026. Product capabilities and public pricing are subject to change.
Key takeaways
- ProfitGenie serves e-commerce brands, operators, agencies, and fractional CFOs.
- ProfitGenie connects sales, costs, marketing, inventory, and cash-flow inputs around contribution margin.
- Values retain a freshness boundary: synced, imported, reported, derived, estimated, or forecast.
What ProfitGenie is and who it serves
ProfitGenie is a shared operating layer for brand operators, agencies, and fractional CFOs. It makes the relationships between revenue, cost, customer behavior, marketing, inventory, and cash easier to inspect without replacing professional judgment.
The fragmented financial-data problem
E-commerce evidence is commonly spread across storefronts, marketplaces, ad platforms, spreadsheets, accounting exports, and inventory tools. Revenue alone does not explain product cost, fulfillment, fees, refunds, or marketing, and different channels deliver different fields and periods.
How ProfitGenie turns data into decisions
- Collect: connect supported channels or import structured files.
- Normalize: organize orders, products, costs, marketing, inventory, and cash-flow inputs into consistent views.
- Define: apply the selected metric definition, period, and configured costs.
- Decide: inspect the underlying source context before acting.
ProfitGenie capabilities and supported sources
| Area | What it helps examine |
|---|---|
| Channel performance | Orders, revenue, refunds, and fees across connected sales channels. |
| Customer analysis | Cohorts, repeat purchases, customer acquisition cost, and lifetime value where source data supports it. |
| Product economics | SKU sales, cost, pricing, discounts, and margin when product costs are available. |
| Planning | Demand, reorder, inventory coverage, and cash flow based on assumptions and history. |
| Multi-brand work | Separate organization workspaces and reporting for agency and fractional CFO teams. |
Supported inputs: Shopify, Amazon, TikTok Shop, and structured CSV/XLSX imports. Availability depends on plan, connection, and source fields.
How core financial metrics are defined
| Metric | Definition | Type |
|---|---|---|
| Contribution margin | Revenue − cost of goods sold − fulfillment − platform fees − marketing − other configured costs | Derived |
| Cost of goods sold (COGS) | Product cost assigned to reported units or order lines | Imported or configured |
| Customer acquisition cost (CAC) | Attributable marketing spend ÷ acquired customers for the selected period | Derived |
| Return on ad spend (ROAS) | Attributed revenue ÷ advertising spend | Derived |
| Marketing efficiency ratio (MER) | Total revenue ÷ total marketing spend | Derived |
| Lifetime value (LTV) | A selected customer-revenue or contribution-margin view across a defined customer period | Derived or estimated |
Data sources, freshness, confidence, and security boundaries
Freshness
Connected data carries sync context. Imports carry an upload and source period. Forecasts and estimates are labeled.
Source boundary
Results depend on source fields and configured assumptions. Missing costs can change interpretation.
Security boundary
Credentials and organization data are handled under ProfitGenie’s Privacy Policy and Terms of Service.
Common ProfitGenie use cases
Brand operator
Examine which product, channel, or campaign is changing contribution margin.
Agency
Create repeatable organization views while keeping each brand in its own workspace.
Fractional CFO
Prepare a finance review using reported performance, configured assumptions, and source context.
Frequently asked questions
Who is ProfitGenie for?
ProfitGenie is designed for e-commerce brand operators who need a clearer operating picture, agencies managing reporting for several brands, and fractional CFOs who need repeatable financial analysis across client organizations.
What does contribution margin mean in ProfitGenie?
Contribution margin is the amount left after revenue is reduced by the costs configured for the view, such as COGS, fulfillment, platform fees, marketing, refunds, or other operating costs. The exact result depends on the source data and assumptions included.
Is ProfitGenie a source of accounting truth?
ProfitGenie is an operational finance and analytics workspace, not a replacement for a general ledger, tax advice, or professional accounting judgment. Reported results depend on the completeness and accuracy of connected or imported source data.
How current is the data?
Freshness depends on the source and workflow. Connected data is shown with its sync context; imported data reflects the import and source period; derived, estimated, and forecast values are calculated from the inputs available at that time. ProfitGenie does not describe every value as real-time.
Can agencies and fractional CFOs use separate client workspaces?
Yes. ProfitGenie supports organization-based workspaces and multi-brand workflows so teams can keep client or brand data separated while producing repeatable reporting.
Pricing Tiers
Starter → Scale → Agency / fCFO
Starter
$999/mo
$9,999/yr · ~$833/mo billed annually
17% annual savings
- ✓ 1 channel: Shopify, Amazon, OR TikTok
- ✓ 2 users · 1 brand
- ✓ Up to 5,000 orders/mo
- ✓ All 9 analytics modules
- ✓ CSV + Excel exports
- ✓ Weekly Genie Brief
- ✓ Email support (48hr)
Most Popular
Scale
$1,799/mo
$17,999/yr · ~$1,500/mo billed annually
17% annual savings
- ✓ All 3 channels (Shopify + Amazon + TikTok)
- ✓ 7 users · 1 brand
- ✓ Unlimited orders
- ✓ All 9 analytics modules
- ✓ All 4 ops dashboards (Forecast, Demand, PO, 13WCF)
- ✓ AI Insights: Genie Reports + The Lamp
- ✓ CSV + Excel exports (including ops dashboards)
- ✓ Scheduled orders CSV + Excel email exports
- ✓ Daily Genie Brief
- ✓ Audit trail + audit CSV export
- ✓ Account data download (JSON)
- ✓ Email + chat support (24hr)
Agency / fCFO
Contact us
Pricing tailored to your firm and client brands
- ✓ All 3 channels
- ✓ Unlimited users · up to 5 brands
- ✓ Unlimited orders
- ✓ All analytics, ops + AI Insights modules
- ✓ Manual CSV + Excel + white-label PDF; scheduled orders CSV + Excel
- ✓ Account data download (JSON)
- ✓ Daily Genie Brief + custom-branded
- ✓ White-label (subdomain, CNAME, logo)
- ✓ Client billing pass-through
- ✓ Dedicated Slack + onboarding
Start with the data you already have
Explore ProfitGenie, review the definitions, and bring your team’s operating context into one place.
Get started