Orders, finance and alerts — one platform

Everything your store does.
One dashboard.

Observix connects your Shopify stores to your supplier invoices, ad accounts, payment providers and bank — and turns it into real profit per day and per product, one list of what needs you, and a Slack or Discord ping the second an order goes wrong.

Monday 12 October · Maison Vera
TodayYesterdayThis weekThis monthMore
A strong Monday: €4,280 revenue and €1,499 profit after ads, product cost, refunds and fees.
Revenue
€4,280
▲ 8.2% vs last Monday
Ad spend
€1,070
25.0% of revenue
Product cost
€1,198
28.0% · from invoices
Refunds
€171
4.0% of revenue
Profit
€1,499
35.0% margin
ROAS
4.00×
break-even 1.67×
POAS
1.40×
profit ÷ ad spend
Conversion
1.65%
68 orders · 4,120 sessions
Revenue through the day
Cumulative, against last Monday
TodayLast Monday
Where the revenue went
Margin waterfall — every step clicks through to its orders and invoices
Revenue
€4,280
Ad spend
−€1,070
Product cost
−€1,198
Refunds
−€171
Fixed costs
−€214
Payment fees
−€128
Profit
€1,499

Demo data — invented store, products and amounts.

To the centevery number traces back to its orders, invoices and bank lines
Secondsfrom a paid order to the alert in your channel
One loginevery store and every company, together or side by side
The platform

Operations and finance, finally in the same place.

No more spreadsheet next to Shopify next to your bank next to four Slack channels. Every screen reads the same database, so the numbers agree everywhere.

Overview

Today

A briefing for any period: revenue against the previous one, the margin waterfall, profit, ROAS and POAS, the latest orders and a conversion funnel for the country you actually sell in. Click a number to see where it comes from.

Overview

Result

The full P&L ledger per day, week, month or year — revenue, ad spend, product cost, refunds, fixed costs, fees and profit, with ROAS, break-even ROAS and POAS on every row. Open a day to see the orders behind it.

Overview

Forecast

Where this month lands against your profit goal, your cash position over the next 30 days based on known fixed costs, and what-if scenarios on your real products.

Operations

Products

Profit per product after ads, cost and refunds — with a verdict: scale, test, losing money, too many returns. Compare periods, drill into colours and sizes, change status in bulk, export to CSV.

Operations

Orders & customers

Every order as a dossier: items, totals, the supplier invoice line behind its cost, and a timeline from payment to doorstep with live carrier scans. Plus customer segments, cohorts and value per customer.

Operations

Refunds & disputes

A radar of what comes back and why: reason codes, products × reasons, store credit, chargebacks with their deadlines — matched against what your payment provider and bank really paid out.

Finance

Bookkeeping

A monthly worksheet in four steps: book the bank transactions, collect the missing invoices, check the fixed costs, close the month. Observix suggests the match and learns your vendors.

Finance

Bank

Your bank feed per company, with payouts from Shopify and PayPal reconciled against the orders they belong to — so you know what's on the way and what's still missing.

Everywhere

Ask, don't dig

An ask bar on every screen: "which products lose money?", "refunds of the linen top", "orders from Belgium". Light and dark theme, and it works just as well on your phone.

Real profit

Not revenue. Not an estimate. What's left.

Most dashboards stop at ROAS. Observix keeps subtracting until it reaches the number that lands in your account — per day, per product, per store.

ResultMaison Vera · OctoberDay · Week · Month · Year
DayRevenueAd spendProduct costRefundsOtherProfitMarginROASPOAS
Mon 12€4,280€1,07025.0%€1,19828.0%€1714.0%€3428.0%€1,49935.0%4.00×1.40×
Sun 11€3,640€1,01027.7%€1,05629.0%€2186.0%€3058.4%€1,05128.9%3.60×1.04×
Sat 10€5,120€1,18023.0%€1,43428.0%€961.9%€3887.6%€2,02239.5%4.34×1.71×
Fri 9€2,910€1,12038.5%€84429.0%€2629.0%€2689.2%€41614.3%2.60×0.37×
Total€15,950€4,380€4,532€747€1,303€4,98831.3%3.64×1.14×

Demo data. "Other" is fixed costs plus payment fees. Revenue follows the orders placed that day; a reconciliation view explains the difference with Shopify's own "Total sales".

Chargeback on order #102123 days left
€64.90 disputed as "item not received". Tracking shows delivered on 6 October.
Open orderWhy?Done
Refund without a reasonrefunds
Order #10231 — €38.00 refunded yesterday. Pick a reason code so it counts in the radar.
Add reasonOpen order
7 bank transactions to bookbookkeeping
October — 5 of them match a known vendor. Book the suggestions in one click.
Book the 5 suggestionsTo bookkeeping
Linen Wrap Top is losing moneyproduct
ROAS 1.3× against a break-even of 1.9× over the last 14 days — €212 below zero.
Open productWhy?Done
Work queue

One list of what needs a human.

Observix doesn't just show data — it decides what deserves your attention and stays quiet about the rest.

  • Cards from real signals. Disputes with a deadline, refunds without a reason, quality checks, delivery problems, address checks, bank transactions, products that lose money, syncs that went silent.
  • The next action is on the card. Book it, fix it, open the order — and "Why?" shows the data behind it.
  • Done means done, until it happens again. A card only comes back when there's something new.
  • Focus mode. Walk through every open card one at a time and clear the list in minutes.
Alerts

Know before your customers do.

Three radars run on every paid order and every shipment update, around the clock. You hear about it in Slack or Discord — only when it matters.

Quality

Sales-velocity quality checks

When a new product or a new colour starts selling, a QC card lands in its own channel — so you inspect a batch exactly when it starts moving, not after twenty complaints. Your supplier can sit in the same channel and post the photos in the thread.

Delivery

Delivery radar

Failed attempts, carrier exceptions and parcels that go quiet for days — flagged as they happen, with a ready-to-send customer email in the customer's language. Transit times per carrier show who's slow.

Address

Address guard

Missing house numbers, malformed postcodes, PO boxes, an email typed into the street field — caught before the parcel leaves. Switch it to automatic and the customer gets a confirmation email straight away.

ObservixAPP08:22

🚚 Delivery attempt failed

Order#10238
CustomerEmma W.
TrackingTR0042…7781
Carriercheckpoint history
Ready-to-send customer email:
To: emma.w@example.com
Subject: Your order #10238 — failed delivery attempt
Hi Emma,

Unfortunately, the courier was unable to deliver your order #10238. We're sorry about that and understand you want to receive your parcel as soon as possible.

A new delivery attempt usually takes place within 1–2 business days. If possible, make sure someone is available to receive the parcel…
Slack · Maison Vera · #delivery
ObservixBOTToday at 09:14

🟠 Quality check — 3 sales

Order#10245
Sold3× this colour
Product
Silk Midi Dress | Emerald
All sizes together · first batch
Maison Vera • SKU: MV-1042
✅ 1📸 1
Discord · #quality — supplier posted the QC photos in the thread

Demo alerts, invented customer. Every alert type gets its own channel per store, in Slack, Discord or both — with deep links straight to the order. A daily digest sums up what happened.

How it works

Connect once. Then it runs itself.

No data warehouse, no exports, no weekly spreadsheet session. Setup happens in the browser.

Connect your stores

Add each Shopify store with its own app keys and pick the Slack or Discord channels for its alerts. A wizard walks you through it; webhooks are registered with one click.

Connect the money

Ad accounts, payment providers, your bank feed and the place your supplier invoices arrive. Credentials are stored per company and never shown again after saving.

Observix does the rest

Orders, refunds, invoices, spend, fees and payouts sync on their own. You get a dashboard that's always current, a short work queue, and a ping when something needs you.

Shopify Shopify Payments PayPal Google Ads Meta Ads Bank feed Supplier invoices Carrier tracking Google Drive & Sheets Slack Discord

Multi-store and multi-company from the ground up: admins see everything, a store account sees only the stores it was given.

Run the store. Know the profit.

Orders, refunds, bookkeeping and alerts in one place — with numbers you can trace back to the cent.

Create your account Log in to Observix