MosoFin
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Claude
Claude
MosoFin connected
read-only
How's the business doing this month?
Here's your full month at a glance:
Connecting to your data source..
NET PROFIT
$0k▲ 9%
REVENUE
$0k▲ 18%
NET MARGIN
0%+4 pts
REVENUE — TRAILING 7 MONTHS
HERE'S WHAT TO REVIEW
▲March was your best month — revenue crossed $187k, up 18%
▲Net margin held at 22% even as you scaled spend
●Watch: $2,310 in receivables now past due 30 days
How much did we actually make?
Here's exactly where your profit came from:
Connecting to your data source..
PROFIT BRIDGE — THIS MONTH
Revenue
$187k
– COGS
$71k
– Operating
$75k
Net profit
$0k
HERE'S WHAT TO REVIEW
▲You kept $41k of every dollar earned — a 22% net margin
●COGS ran 38% of revenue ($71k) — 3 pts higher than February
●Operating spend was $75k — software up $4k on new seats
What changed this month, and why?
Here's what's driving the numbers — and one thing to watch:
Connecting to your data source..
▲
+$6k profit
Margins up 4 points
DTC orders carry more profit than wholesale.
▲
+9 pts
Subscription mix climbing
Now 38% of revenue, up from 29% last quarter.
●
monitor
Watch: rising ad costs
CAC is up 11% — payback now takes 3.2 months.
HERE'S WHAT TO REVIEW
▲Lean into DTC — it drove the +4 pt margin gain
▲Subscriptions now 38% of revenue — protect that recurring base
●Rein in ad spend — CAC +11%, payback stretched to 3.2 mo
Pull my March financials — P&L and the 3 statements.
Pulling reports from your financial data (read-only) — ready to download:
Connected to your financial data source — read-only access
0.3s
Pulled P&L, Balance Sheet & Cash Flow for March
0.8s
Formatted to Excel — 3 files ready to download
0.6s
3 REPORTS READY — CLICK TO DOWNLOAD
.XLSX
Profit & Loss
March 2026 · 18 KB
Download
.XLSX
Balance Sheet
As of Mar 31 · 16 KB
Download
.XLSX
Cash Flow
March 2026 · 15 KB
Download
Download all as workbook
Three tabs · P&L, Balance Sheet, Cash Flow · Excel-ready
Pulled straight from your financial data, read-only — your books are never modified.