Implementierung der Ausgabenverfolgung

Grow

Included:

• Initial consultation (up to 1 hour) to assess expense tracking needs.
• Integration of Shopify payouts and one financial tool (QuickBooks, Xero, or Airtable).
• Setup of basic expense categories (up to 10) for operational costs, advertising, or app subscriptions.
• Creation of one expense dashboard with real-time data sync for high-level tracking.
• Configuration of one automated monthly report summarising expenses.
• Email & CRM-based support with standard priority (response within 3–4 business days).

Not Included / Limitations:

• No integration with multiple accounting platforms or advanced expense analytics.
• No historical data cleanup or correction of past records.
• No advanced budgeting or multi-department cost allocation.
• Solutions are delivered online only; no on-site or in-person implementation.

Advanced

Included:

• Consultation (up to 2 hours) to define detailed expense categories and reporting needs.
• Integration of Shopify payouts with up to 2 financial tools (e.g., QuickBooks + Expensify or Xero + Airtable).
• Setup of expanded expense categories (up to 20) including COGS, shipping fees, and variable costs.
• Creation of two dashboards for expense trends and category breakdowns.
• Configuration of two automated reports (monthly and quarterly) for performance reviews.
• Email & CRM-based support with priority response (1–2 business days).

Not Included / Limitations:

• No unlimited integrations or advanced forecasting—requires a separate custom scope.
• No tax filing, bookkeeping, or investor-ready financial summaries.
• No in-person training or on-site data handling.

Plus

Included:

• Comprehensive planning session (up to 3 hours) for multi-department expense structures and alerts.
• Integration of Shopify payouts with up to 3 financial tools (e.g., QuickBooks, Expensify, Airtable) and 2 expense sources (e.g., advertising platforms or shipping providers).
• Setup of advanced expense categories (up to 30) with tagging logic for detailed tracking.
• Creation of three custom dashboards (real-time tracking, department-specific views, and trend analysis).
• Configuration of three automated reports (monthly, quarterly, and annual) tailored for leadership or audits.
• Email & CRM-based support with high priority (response within 24 hours).

Not Included / Limitations:

• No unlimited forecasting, complex AI-driven budget planning, or tax advisory services—additional work requires a custom agreement.
• No direct accounting, auditing, or funding acquisition services.
• Solutions are delivered online only; no in-person implementation or on-site sessions.