Tal MorCase study
eCommerceMentorshipFractional CMOFAQ Case studiesBook a call
FinanceProfit and lossEvery business I run

Bank statements in. An owner's P&L out.

Your accountant tells you what you owe in taxes. That's not the same as knowing where your money leaks. For every business I run, I drop in the bank and card statements and AI builds the analysis I actually want as an owner.

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Used across all my own businesses.
Tal Mor, AI Profit and Loss Analysis Case Study
What comes out
Every expense sortedSubscriptionsFeesA cut list
Every lineof every statement categorized
1 full-timebookkeeper no longer needed for the analysis
Built and running. Happy to show it on a call.
1 full-time
Bookkeeper replaced
Every business
I run gets the same analysis
Daily
Profit and loss per store

The businesses

I run several ecommerce businesses at once, plus my consulting. Each has its own bank accounts, cards, software and ad accounts.

The bookkeeping was done, but it answered the accountant's questions, not mine. I wanted to know which business made money, where the money went, and what I could stop paying for.

BusinessesMy ecommerce stores and my consulting
InputsBank and card statements, store revenue, ad spend
OutputsCategorized expenses, trends, a cut list, a daily P&L
Built withClaude, Google Sheets, store and ad platform APIs
Who it's forThe owner, not the tax return

The problem

  1. Software creep. Small monthly subscriptions pile up, and some of them stopped being used months ago.
  2. Hidden fees. Payment processor, currency conversion and bank fees disappear inside totals.
  3. Revenue looked fine, profit didn't. Sales numbers say nothing about whether a month made money.
  4. Accounting is slow and backward-looking. By the time the books close, the month is long gone.

What I built

  1. A statement drop. I export bank and card statements and drop them in, whatever the format.
  2. Every line categorized by what it does for the business: ads, product cost, shipping, software, fees, people.
  3. Owner questions answered in plain words. What did we spend on software this year, which tools overlap, what did fees cost, which month made money.
  4. A cut list. Unused subscriptions, duplicate tools, and fees that can be negotiated or avoided.
  5. A daily P&L per store. Revenue, Google spend, Meta spend, cost of goods, software and net profit, updated daily with no manual entry.

How it runs

StepWhat happens
01. ExportBank and card statements from every account.
02. CategorizeEvery line sorted by what it does for the business.
03. AnalyzeTrends, overlaps and fees surfaced, business by business.
04. CutA list of what to cancel, renegotiate or move.
05. TrackThe daily P&L keeps score from then on.

What changed

  1. The categorizing and analysis a full-time bookkeeper would do now runs on its own. My accountant still handles taxes.
  2. I know which business made money last month, and why, without waiting for the books.
  3. Subscriptions and fees get reviewed regularly instead of once a year.
  4. Ad spend is judged against real profit, not platform ROAS.

How an AI project with me runs

01

Free call

Sixty minutes on your business. I tell you what I would automate first and what I would leave alone.

02

Map the work

I learn how your business actually runs, then rank what to automate by hours saved and risk.

03

Build one thing

We start with the system that saves the most time, with a person approving anything that touches money.

04

Hand over or run it

You get documentation and training, or I keep running and improving it monthly.

Tal Mor
My accountant tells me what I owe. This tells me where I'm leaking.

I run my own ecommerce brands, so every system I build has to hold up on a busy Monday, not just in a demo. I build the same kind of system for other businesses: I learn how yours works, decide what to automate, and build it.

20 years operatingAI architect for ecommerceUpwork Top Rated · 100% JSS

Questions about AI profit and loss analysis

Straight answers, from a system that runs every day.

Why am I not making money when sales are growing?

Usually a mix of ad spend rising faster than revenue, discounts, shipping and returns eating margin, and fees and software creeping up. A daily P&L shows which one, by product and by month.

Can AI analyze my bank statements?

Yes. It categorizes every line and answers owner questions in plain language. Keep the raw files, and check the totals against your bank before you act on anything.

Does this replace my accountant?

No. Your accountant handles tax and compliance. This is for running the business day to day.

How do I build a daily profit dashboard for my store?

Bring store revenue, ad spend and product costs into one sheet that updates itself daily. I build these in Google Sheets so the owner can see and change every formula.

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Want a system like this in your business?

Sixty minutes, one-on-one, free. Bring the jobs that eat your week and I'll tell you what I'd automate first.

📅Book the free call
60 minutes, bring your numbers✉Email me
contact@talmor.ca💬WhatsApp / SMS
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