Sample report

A sample Finance Grader report

An anonymized walkthrough of what the diagnostic returns: a complexity score, the seven-dimension breakdown, the hidden-cost estimate, and the three priority fixes. Based on a representative $18M apparel brand on Shopify + Amazon.

This is a representative report, not a real customer's. The brand below is a composite: an $18M apparel brand selling on Shopify and Amazon, running QuickBooks Online for accounting and Shopify's built-in inventory. It is a common, and commonly painful, stack.

The headline score

The composite complexity score for this brand comes back at 71 / 100, which is high. The score rises with channel count, SKU complexity, and the automation gap between the accounting and inventory tools. A score above 65 signals a stack that has been outgrown.

MetricThis brand
Composite complexity71 / 100 (high)
Estimated hidden cost$9,400 – $13,800 / month
Likely month-end close11 days (top quartile: 5)
Channels reconciled manually2 (Shopify, Amazon)

The seven-dimension breakdown

The composite hides where the pain actually is. The breakdown shows this brand is fine on basic controls but bleeding on the inventory-and-reconciliation axis:

DimensionScoreRead
AP automation55 / 100QBO handles bills; no 3-way match
AR automation32 / 100Amazon + Shopify payouts reconciled by hand
Inventory costing21 / 100FOB-only COGS; no landed cost
Catalog layer40 / 100SKU mapping across channels is manual
Real-time visibility28 / 100Month-end batch close, no continuous view
Financial controls68 / 100Adequate; QBO audit trail in place
FP&A analytics30 / 100No channel-level margin; spreadsheet-driven

The story the breakdown tells: this is not a controls problem, it is an inventory-and-reconciliation problem. The three lowest dimensions (inventory costing, real-time visibility, AR automation) all trace to the same root cause: QuickBooks plus Shopify inventory cannot represent multi-channel COGS or continuous close.

The hidden-cost math

The $9,400 – $13,800/month estimate is not a guess. It is built from this brand's profile:

  • Estimated invoice volume at $18M revenue: ~180/month.
  • Manual hours implied by the low automation scores on AR, inventory costing, and visibility: ~210 – 305 hours/month across the finance function.
  • At the $45/hour loaded labour rate, that is the cost band above.
  • Plus the opportunity cost of an 11-day close vs the 5-day top-quartile benchmark: six finance-team days a month spent reconciling instead of analysing.

The three priority fixes

Every report ends with the three highest-leverage fixes, ranked by cost recovered per unit of effort. For this brand:

  1. Automate multi-channel payout reconciliation. The single biggest manual-hour sink. Reconciling Amazon settlements and Shopify payouts by hand is where most of the 210+ hours go.
  2. Move from FOB-only to landed-cost COGS. The inventory-costing score of 21 means gross margin is overstated. Fixing this changes which SKUs the brand thinks are profitable.
  3. Shift from month-end batch to continuous close. Cuts the close from 11 days toward the 5-day benchmark and turns the finance team from reporters into advisors.

Your report will differ. A food & bev brand on NetSuite gets a very different breakdown than this apparel brand on QuickBooks. The structure (composite, seven dimensions, hidden cost, three fixes) is the same; the diagnosis is specific to your stack.

Get your own

Run the diagnostic at finance-grader.com. About 60 seconds, no login. Curious how the scoring works first? Read the methodology.

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