BFCM is close, and October's updates help you see what your ads really return, what every channel keeps, and what's running low before it runs out.
🎯 The Truth Behind Your Ads, from Your AI Tool
Ad platforms tell you what a campaign did. Your books tell you whether it was worth it.
What's new
The Finaloop MCP, our secure connection to AI tools like Claude and ChatGPT, now answers ad questions from the same live data as your books.
What you get
Real performance metrics: true ROAS, CPA, MER and POAS, based on actual sales and profit
New-customer numbers: what it really costs to win a new customer, and what their first orders return
The detail you need: results by platform, campaign, location and Amazon SKU
Answers you can act on: ask "Where should I put my BFCM budget?" or "Which campaigns are losing money?" and get a recommendation built from your own numbers
Why this matters
A campaign can look great in Ads Manager and still lose money on every order. Now you'll know which before you raise its budget.
👉Get started with Connect Finaloop to your AI tools, then try the ready-made Ads prompts in the prompt library.
📊 New: P&L Allocations
Rent, payroll and software don't belong to one sales channel, so on a segmented P&L they sat in the Unallocated column. A true profit number for each channel meant finishing the job in a spreadsheet.
What's new
Set allocation rules directly on your P&L, and each sales channel, platform or revenue stream gets its share of shared costs. Each rule splits only a row's unallocated amount, so costs already attributed to a segment stay where they are.
To start, open a P&L in the Report Center, add a segment breakdown, select Allocation, then Create new.
What you can do
Split by a dynamic metric: split a cost in the same proportions as a metric like net sales. If Shopify makes 60% of net sales, it carries 60% of the cost. You choose the calculation window, like the trailing 30 days.
Use a custom % split: set a fixed percentage for each segment.
Set rules by period: use different rules for different date ranges, like a separate split just for Q4.
Cover future dates: set a period to Onwards, and new costs are split automatically as they come in.
Edit in bulk: filter to rows with no rule, select several, and apply one rule to all of them.
Check before you commit: select Preview results, then Save draft or Save & Apply.
Keep more than one allocation: switch between allocations for the same segment from the report.
To learn more check out Reading your Profit & Loss.
Prefer to ask? Your AI tool can set allocations up for you through the Finaloop MCP. Try: "Split rent and payroll across my sales channels by net sales, from January onwards." It shows you the result first and saves it when you approve.
Why this matters
An unallocated bucket can make any channel look profitable. Now every channel carries its share, month after month.
📈 Spend Benchmarks and More Channel Performance
Spend Benchmarks
The Spend Analysis dashboard now compares your spend with similar-size companies in your business category, across categories like paid online ads, payroll, and software and subscriptions. Spend is shown as a percentage of sales, so the comparison holds whatever your size. Select a preset date range, like Last 30 Days or Last Quarter, to see benchmark data. Benchmarks are also available through the Finaloop MCP.
Channel Performance
The Channel Performance dashboard now covers Walmart, Point of Sale, and channels that come through Shopify, most commonly Faire and Facebook. You can also view contribution profit for All customers, New customers or Returning customers, to see which channels make money on the first order and which pay off only when customers come back.
Why this matters
"Are we spending too much?" needs a comparison. So does "Is this customer worth winning?"
👉Learn more about the Channel Performance Dashboard and the Dashboard Peer Benchmark FAQ.
🤝 Convert Shopify Orders to Invoices
Some Shopify orders need what invoices offer: payment terms, aging, and a full account for each customer. Wholesale orders are the classic case, but not the only one.
What's new
On the Orders page, select one or more Shopify orders, then choose Actions → Convert to invoice. As you convert, you'll see which of the selected orders can be converted. From then on, the invoice is what impacts your books, and the original order stays on the Orders page for reference with an Invoice tag.
What you get
Full invoice features: set due dates, track aging, categorize, and send or download the invoice
A complete customer view: converted invoices appear on the customer page and in your accounts receivable
Your order history carried over: payments, refunds, returns and fulfillment come with it, and a payment linked to just that order moves to the invoice
Shopify stays in sync: order updates in Shopify keep flowing to the invoice
Easy to undo: Revert to order restores the original order whenever its period is open
Good to know
A new invoice's due date starts as the order date, so set the right due date after converting.
Customer, dates, line items, amounts, shipping, discounts and fulfillment come from Shopify and are read-only on the invoice. Changes made in Finaloop aren't pushed back to Shopify.
Reverting discards anything done on the invoice after conversion, including payment links.
Orders can be converted when they're Shopify store orders in an open period that aren't voided or excluded. Support for giveaway, over-collected, historically paid and foreign-currency orders is coming next.
Why this matters
A customer you invoice is an account, not a series of orders. Now your books can show them that way.
👉Learn more about Wholesale, Retail, and Other B2B Sales.
📦 InventoryIQ: Stock You Can Plan Around
Low stock alerts
Set up Low stock alerts, under Inventory → Products, to know when stock is running low before it runs out.
Set alert levels per product and warehouse, one at a time or in bulk, and choose whether incoming units count toward the alert
Get email alerts sent to the recipients you choose when stock reaches or falls below an alert level
See what to do next: insights such as Available elsewhere, Incoming units and Previously assembled suggest your options
Act from the page: create a PO, transfer or assembly with products and quantities filled in
Manage alerts from your AI tool through the Finaloop MCP
Assemblies
The new Assemblies page puts every recipe and assembly in one place. A recipe defines how a product is built, and an assembly records a production run.
See your production at a glance: search, filter, duplicate and export assemblies, and preview a recipe without leaving the page
Upload in bulk: add recipes and assemblies whenever you need to, not only during onboarding
Use the Capacity calculator: pick a SKU, recipe, quantity, date and warehouse to see whether you can produce all of it, part of it or none of it, and which components are short
Act on the answer: create the assembly, or a filled-in PO or transfer for the missing components
Push quantities to Shopify
Use Finaloop as your source of truth for inventory, and keep Shopify's on-hand quantities aligned so you don't sell units you don't have.
Daily sync: turn on Push quantities to Shopify in Inventory → Settings, and on-hand quantities update every day at 3:00 AM EST across your connected Shopify stores, for all products and warehouses except archived or inactive ones
One product at a time: once the setting is on, select Sync to Shopify on a product's Stock tab
Merged items included: updates reach the matching Shopify products and locations, including merged products and warehouses
The sync replaces Shopify's on-hand quantities with the ones in Finaloop, so check your quantities before you turn it on.
Why this matters
Running out of your best seller on Cyber Monday is an expensive way to learn your reorder point.
✨ More from Your AI Tool
200+ ready-made prompts
The Ask AI button on pages like Ads, Orders, Inventory, Bills and your P&L suggests prompts for what you're looking at. Or browse the prompt library for more than 200 ready-made prompts, from true ROAS to break-even. Copy one into your AI tool, or open it there directly. Not connected yet? The button shows you how.
Journal entries, just by asking
Give your AI tool the details, and it drafts the journal entry, shows every line and where it lands in your reports, and posts only after you approve. Handy for you and your CPA at year-end. Available for companies with $500K or more in annual sales.
👉Learn more about Recording Journal Entries in Finaloop.
Live dashboards
Ask your AI tool for a dashboard or custom report connected to your Finaloop data. It stores the queries, not the numbers, so it shows current figures every time you open it. Click any figure and open Sources to see the query and rows behind it, or download them as a CSV. To change a dashboard, just ask, and it updates the same one.
Why this matters
The answer to "how are we doing?" shouldn't depend on who has time to build the spreadsheet.
👉Learn more about What you can ask the Finaloop MCP.
👀 Smaller Updates
See when a connection needs attention. Settings → Integrations now flags a connection that stopped working with a red border and a Reconnect prompt naming the store or account. This covers Walmart, eBay, Etsy, Stripe, PayPal, Bill.com, Settle, Amazon, TikTok Shop and Shopify, where every store is listed by name with its own status: Connected, Reconnect or Inactive.
Add a company from inside the app. Open the company switcher and select Add company, without signing up again. The switcher now lists companies by the one you visited last, with your role in each.
💬 Share Your Feedback
Have suggestions or feedback? Let us know, we'd love to hear from you!