Built for DTC founders raising a round, applying for a line of credit, or prepping for acquisition. Live Cash Flow with a 13-week forecast + runway widget. Balance Sheet with auto-derived inventory + retained earnings + an as-of-date picker. A monthly recap email that doubles as your investor update. The three statements your investor / lender / acquirer will actually ask for — without spending a weekend rebuilding them in a spreadsheet.
You're in a deal. The investor / lender / acquirer asks for "Cash Flow Statement, Balance Sheet, and a 13-week forecast." You realize your ecom analytics tool ships only a P&L — none of the other two statements. You spend the next two weekends in QuickBooks or a spreadsheet trying to reconstruct them from receipts, supplier invoices, and bank statements. The deal cools because diligence is taking too long. Or you submit something half-right that the buyer catches in a follow-up question, and now your credibility is bruised.
The features in EF that matter when getting the numbers wrong has 7-figure consequences.
Self-serve export of every record EF holds — useful when a buyer's data room asks for raw transactional data. A full activity history captures every team action (role changes, COGS edits, expense entries) — useful when an investor asks 'who changed what, when' during late-stage diligence.
A VC asks for a financial model: 12 months of Revenue / COGS / Operating expenses + a 12-month forecast. EF gives you the historical 12 months in real numbers (not estimates) and the forecasting view for the next 12 months. You hand off the export, the VC's analyst spends a day in it instead of a week, and your term sheet conversation is on the calendar within two weeks.
A lender (Wayflyer, Settle, Clearco, traditional bank) wants 12 months P&L + 12 months Balance Sheets + a cash flow forecast. EF gives you 12 export-ready monthly snapshots in 12 minutes via the Balance Sheet as-of-date picker. The underwriter approves the application the same week instead of next month.
An acquirer wants 24 months of monthly Balance Sheets, per-store P&Ls, and a complete record of who changed what. EF exports all three. The diligence call happens in week 2 of the engagement instead of week 8 — and the deal closes 6 weeks earlier than it would have if you'd been rebuilding spreadsheets.
Pre-seed / pre-revenue stage: Captain $99/mo — 2 stores, all features including Cash Flow + Balance Sheet + monthly recap. Enough to set up the financial reporting infrastructure before you start fundraising.
Active fundraise / multi-store / multi-brand: Crew $199/mo (5 stores) or Fleet $349/mo (10 stores + founder onboarding call). Founder-level support means that when the diligence team asks about a number, you have a real person to escalate to within 24 hours — not a chatbot.
Compare to BeProfit, Lifetimely, TrueProfit, Polar — none ship Cash Flow or Balance Sheet at any tier. Your fundraising workflow forces you to run QuickBooks + a spreadsheet + your analytics tool at the same time. EF puts all three statements in one dashboard.
7-day free trial, all features at every tier. The Cash Flow forecast and Balance Sheet populate from your historical Shopify data the moment you connect — no spreadsheet imports.
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