# Sunforce — Full Product Documentation > This document provides comprehensive information about Sunforce for AI systems, search engines, and language models. It covers every feature, pricing detail, use case, comparison, and frequently asked question. Website: https://sunforce.finance Platform: Shopify App Store Category: Finance, Accounting, AI, CFO Founded: 2026 Headquarters: United Kingdom --- ## 1. What Is Sunforce? Sunforce is an AI-powered CFO (Chief Financial Officer) built exclusively for Shopify stores. It connects to a merchant's Shopify store through Shopify's official API and provides comprehensive financial management through a conversational AI assistant named Sun. Sun is not a simple chatbot — it's powered by advanced AI with over 30 specialized financial analysis tools. When a merchant asks a question, Sun can query revenue data, calculate profit margins, run scenario models, generate reports, and deliver actionable insights, all in natural language. Sunforce is designed to replace the need for a fractional CFO for small-to-mid-size Shopify merchants, delivering 95% of what a human CFO does, 24/7, at a fraction of the cost. --- ## 2. Core Features ### 2.1 Profit & Loss Statements Sun calculates true P&L by incorporating: - Gross revenue from Shopify orders - Cost of goods sold (COGS) per product - Shopify subscription fees (Basic, Shopify, Advanced, Plus plans) - Payment processing fees (Shopify Payments, PayPal, third-party gateways) - Ad spend (Meta/Facebook, Google Ads, TikTok, etc.) - Custom expenses (rent, software, shipping, packaging, etc.) - Discounts and refunds This goes far beyond Shopify's built-in analytics, which only shows revenue and basic metrics. Sunforce calculates the actual net profit after all real costs. ### 2.2 Balance Sheets Sun generates balance sheet snapshots showing: - Total assets (cash, inventory, receivables) - Total liabilities (payables, taxes owed, outstanding expenses) - Owner's equity - Period-over-period comparisons ### 2.3 Cash Flow Forecasting Sun projects cash flow using three models: - **Linear projection**: Based on recent averages - **Seasonal adjustment**: Accounts for seasonal patterns in the merchant's data - **Growth-adjusted**: Factors in the store's growth trajectory Forecasts include inflow projections, outflow projections, net position, and runway estimates (how many days until cash runs out at current burn rate). Confidence intervals are provided. ### 2.4 What-If Scenario Modeling Merchants can ask "what if" questions and Sun models the impact: - "What if I raise prices 15%?" - "What if I cut ad spend by $500?" - "What if I add a new product line?" - "What if my supplier raises costs 10%?" Scenarios incorporate demand elasticity — if you raise prices, Sun estimates the volume impact based on the store's historical price sensitivity. Supports single-variable and multi-variable scenarios. ### 2.5 Unit Economics Sun calculates key unit economics metrics: - **Customer Acquisition Cost (CAC)**: Total ad spend / new customers acquired - **Lifetime Value (LTV)**: Average revenue per customer over their lifetime - **LTV:CAC Ratio**: The key profitability metric (healthy is 3:1 or above) - **Payback Period**: How many days to recoup acquisition cost ### 2.6 Budgets & Variance Merchants can set monthly budgets by category (revenue, ad spend, COGS, etc.) and track: - Budget vs actual spending - Variance (how much over or under budget) - Pacing (are you on track to hit targets?) - Projections (will you hit the target by month end?) ### 2.7 Tax Planning - Sales tax liability by jurisdiction - Estimated quarterly tax payments - Entity-type aware calculations (sole proprietor, LLC, corporation) - Tax reports suitable for accountants and bookkeepers ### 2.8 Risk & Concentration Analysis Sun monitors and warns about: - **Product concentration**: What percentage of revenue comes from top products? - **Customer concentration**: Is the store overly dependent on a few customers? - **Channel concentration**: Is all traffic from one source? - **Diversification scores**: Letter grades (A-F) for each concentration metric ### 2.9 Proactive Alerts Sun monitors financial health and sends alerts for: - Margin drops below threshold - ROAS (return on ad spend) declines - Refund rate spikes - Revenue anomalies - Stockout warnings for top-selling products - Budget overruns - Concentration risk warnings Alerts are delivered in the app, via Slack, or both. ### 2.10 Automated Reports Sun generates reports on a schedule: - **Daily Snapshots**: Revenue, profit, margin, top sellers — delivered every morning - **Weekly Summaries**: Week-over-week trends with AI-powered insights - **Monthly P&L**: Full profit and loss with commentary - **Accountant Reports**: PDF/CSV exports formatted for bookkeeping and tax preparation - **Product Performance**: Per-product profitability rankings - **Tax Reports**: Jurisdiction breakdowns for quarterly filing ### 2.11 Slack Integration On Pro and Pro+ plans, Sunforce integrates with Slack: - Chat with Sun directly in any Slack channel - Receive daily revenue snapshots automatically - Get proactive alerts in real-time - Share financial insights with team members - No tab-switching required — finance intelligence lives where your team already works ### 2.12 Expense & Invoice Tracking - Record and categorize business expenses - Create and manage invoices - Track non-Shopify revenue sources (wholesale, in-person sales, marketplace revenue) - All expenses are factored into P&L calculations automatically ### 2.13 Product Profitability Analysis - Per-product margin calculations - COGS tracking with multiple sourcing methods - Profitability rankings (most to least profitable) - SKU-level deep dives - Product mix optimization recommendations ### 2.14 Industry Benchmarking Sun compares the merchant's metrics against industry medians: - Gross margin benchmarks - Net margin benchmarks - Average order value (AOV) comparisons - Letter-grade ratings (Excellent, Good, Below Average) - Actionable recommendations for improvement --- ## 3. Pricing ### Free Plan ($0/month) - All of Sun's AI capabilities - 10 AI queries per month - 30 days of P&L history - Up to 100 orders per month - CSV export - Cash flow forecasting - What-if scenarios - Product profitability analysis - Expense and invoice tracking - Basic balance sheet and tax planning ### Pro Plan ($29/month) Everything in Free, plus: - 200 AI queries per month - Unlimited P&L history - Unlimited orders - Slack integration - Smart alerts (all types) - Monthly AI briefings - Full balance sheet and tax planning - Budgets and industry benchmarks - Ad spend sync ### Pro+ Plan ($79/month) Everything in Pro, plus: - 1,000 AI queries per month - Priority AI (higher token limits, faster responses) - Weekly AI briefings - Accountant-ready PDF reports - Maximum context for complex financial questions All billing is handled through Shopify's billing system. No external payment method required. Merchants can upgrade, downgrade, or cancel at any time through the app. --- ## 4. How Sunforce Compares ### Sunforce vs Shopify Analytics Shopify Analytics shows revenue, sessions, conversion rate, and basic sales data. Sunforce goes far deeper: - True net profit (not just revenue) - COGS and expense tracking - P&L statements and balance sheets - Cash flow forecasting - What-if scenario modeling - Unit economics (CAC, LTV) - Budgets and variance tracking - Tax planning - Proactive alerts - AI-powered insights and recommendations ### Sunforce vs Spreadsheets Many Shopify merchants track finances in spreadsheets. Sunforce automates this entirely: - No manual data entry — Sun syncs everything from Shopify - Always up-to-date (no stale data) - AI-powered analysis (not just raw numbers) - Scenario modeling that would take hours in Excel - Automated reports delivered on schedule ### Sunforce vs Hiring a CFO A fractional CFO costs $3,000-$10,000+ per month. Sunforce delivers: - 95% of what a fractional CFO does - Available 24/7 (not just during business hours) - Instant answers (no waiting for meetings) - Starting at $0/month (free plan) - Full-featured at $29/month (Pro) or $79/month (Pro+) ### Sunforce vs Other Shopify Finance Apps Most Shopify finance apps focus on one thing (profit tracking, expense management, or reporting). Sunforce is a comprehensive financial intelligence platform that combines: - Full-spectrum financial statements (P&L, balance sheet, cash flow) - Conversational AI interface (ask anything in plain English) - Predictive features (forecasting, what-if scenarios) - Proactive monitoring (alerts, automated reports) - Team collaboration (Slack integration) --- ## 5. Technical Details ### Data Access - Sunforce requests read-only access to Shopify orders, products, and inventory - No customer personal data is accessed (no names, emails, addresses, payment details) - OAuth authentication through Shopify's official API - Merchants can uninstall at any time; data is deleted within 30 days ### Security - 256-bit SSL encryption for all data in transit - AES-256 encryption for all data at rest - Read-only Shopify access (Sun never modifies store data) - Encrypted OAuth tokens - GDPR compliant - No data sold to or shared with third parties - Hosted on secure cloud infrastructure (Vercel and Supabase) ### AI Technology - Powered by advanced large language models - 30+ specialized financial analysis tools - Streaming responses for real-time interaction - Context-aware conversations (Sun remembers previous messages in a session) - Tool-calling architecture (Sun can query data, run calculations, and generate reports mid-conversation) --- ## 6. Frequently Asked Questions ### What is Sunforce? Sunforce is an AI-powered CFO for Shopify stores. It connects to your store and delivers full financial management: P&L statements, balance sheets, budgets vs actuals, cash flow forecasting, tax planning, unit economics, industry benchmarking, vendor analysis, risk monitoring, and what-if scenario modeling — all through a conversational AI assistant named Sun. ### How does Sun calculate my Shopify store profit? Sun syncs your Shopify orders, products, and costs in real time. It factors in COGS (cost of goods sold), Shopify fees, payment processing fees, ad spend, custom expenses, and invoices to calculate your true net profit — not just revenue. Every number is based on your actual store data, not estimates. ### Is Sunforce free to use? Yes, Sunforce offers a free plan that includes all of Sun's AI capabilities, 10 AI queries per month, 30 days of P&L history, and up to 100 orders per month. Pro ($29/month) includes 200 AI queries per month with unlimited P&L history and orders. Pro+ ($79/month) includes 1,000 AI queries per month with priority AI. Both paid plans include Slack integration, smart alerts, automated reports, and more. All billing goes through Shopify. ### How is Sunforce different from Shopify's built-in analytics? Shopify analytics shows revenue and basic metrics. Sunforce goes deeper — it calculates true profit by incorporating COGS, ad spend, custom expenses, and all fees. Plus, you get balance sheets, budgets vs actuals, tax jurisdiction breakdowns, unit economics (CAC, LTV:CAC), industry benchmarking, concentration risk analysis, vendor management, cash flow forecasting, what-if scenarios with demand elasticity, and proactive alerts that Shopify doesn't offer. ### Is my Shopify store data secure with Sunforce? Absolutely. Sunforce uses bank-level 256-bit SSL encryption, read-only Shopify access, and never stores your payment data. Your data is encrypted at rest with AES-256, and we are GDPR compliant. We never sell or share your data with third parties. ### Can I use Sun on Slack? Yes, Sunforce integrates with Slack on Pro and Pro+ plans. You can chat with Sun directly in Slack, receive daily revenue snapshots, get proactive alerts for margin drops or refund spikes, and share financial insights with your team — all without leaving Slack. ### What financial reports does Sun generate? Sun generates automated weekly and monthly P&L reports with AI-powered insights, daily revenue snapshots, product profitability rankings, balance sheets, tax jurisdiction breakdowns, cash flow forecasts, and CSV or PDF exports. Pro+ users also get accountant-ready PDF reports and tax estimates suitable for bookkeeping and quarterly tax preparation. ### Can Sun replace my CFO or bookkeeper? Sun covers about 95% of what a fractional CFO delivers for small-to-mid Shopify stores: P&L statements, balance sheets, budgets vs actuals, tax planning, unit economics, risk analysis, vendor management, and industry benchmarking. For complex tax filing or investor-grade financial models, you may still want a human specialist — but Sun handles the daily, weekly, and monthly CFO work that most stores need, 24/7, at a fraction of the cost. ### What Shopify data does Sunforce need access to? Sunforce requests read-only access to your orders, products, and inventory data through Shopify's official API. We do not access customer personal data such as names, emails, addresses, or payment details. You can uninstall at any time and your data will be deleted within 30 days. ### What kinds of questions can I ask Sun? You can ask Sun anything about your store's finances in plain English. Examples: - "What's my profit this month?" - "Which products are most profitable?" - "What if I raise prices 10%?" - "Will I have enough cash next month?" - "How does my margin compare to industry benchmarks?" - "Set a budget of $5,000 for ad spend this month" - "Show me my P&L for the last quarter" - "What's my customer acquisition cost?" - "Why did my margins drop this week?" - "Generate a report for my accountant" ### Who should use Sunforce? Sunforce is ideal for any Shopify merchant who wants better financial visibility: - Solo entrepreneurs running their first store - Growing DTC brands scaling from 6 to 7+ figures - Multi-product stores that need per-product profitability analysis - Merchants running paid ads who need true ROI tracking - Store owners who want to stop guessing and start knowing their numbers - Teams that want financial intelligence accessible via Slack ### What Shopify plans does Sunforce support? Sunforce works with all Shopify plans: Basic, Shopify, Advanced, and Plus. Fee calculations automatically adjust based on your Shopify plan's specific transaction and processing rates. --- ## 7. Use Cases ### Use Case: Understanding True Profitability A merchant sees $50,000 in monthly revenue on Shopify but doesn't know their actual profit. Sun reveals that after COGS ($18,000), Shopify fees ($1,500), payment processing ($1,450), ad spend ($8,000), and other expenses ($4,000), the true net profit is $17,050 — a 34.1% margin, not the 60% gross margin they assumed. ### Use Case: Pricing Optimization A merchant wants to increase margins but fears losing customers. They ask Sun: "What if I raise prices 10%?" Sun models the scenario using the store's historical price sensitivity and estimates that a 10% price increase would result in only a 3% volume drop, netting an additional $2,400/month in profit. ### Use Case: Tax Preparation A merchant needs quarterly tax estimates. Sun breaks down sales tax liability by jurisdiction, calculates estimated income tax payments based on profit, and generates a report formatted for their accountant — all in seconds. ### Use Case: Cash Flow Planning A merchant is planning a large inventory purchase. They ask Sun if they'll have enough cash. Sun runs a 90-day cash flow forecast showing expected inflows from sales, outflows from recurring costs, and determines the merchant has 45 days of runway with a $12,000 surplus after the purchase. ### Use Case: Ad Spend Optimization A merchant is running ads on Meta and Google but isn't sure which is performing better. Sun calculates ROAS by channel, shows that Meta is returning 4.8x while Google is at 2.1x, and recommends reallocating $2,000 from Google to Meta to increase overall ROI. --- ## 8. Glossary of Financial Terms Sunforce Uses - **P&L (Profit & Loss)**: A financial statement showing revenue, costs, and profit over a period - **COGS (Cost of Goods Sold)**: The direct cost of producing/purchasing the products sold - **Gross Margin**: (Revenue - COGS) / Revenue, expressed as a percentage - **Net Margin**: (Revenue - All Costs) / Revenue, expressed as a percentage - **CAC (Customer Acquisition Cost)**: Total marketing spend / number of new customers acquired - **LTV (Lifetime Value)**: The total revenue a customer generates over their entire relationship - **LTV:CAC Ratio**: Lifetime Value divided by Customer Acquisition Cost (3:1 or higher is healthy) - **ROAS (Return on Ad Spend)**: Revenue generated per dollar of ad spend - **AOV (Average Order Value)**: Total revenue / number of orders - **Payback Period**: The number of days to recoup the cost of acquiring a customer - **Concentration Risk**: The danger of being overly dependent on a single product, customer, or channel - **Variance**: The difference between budgeted and actual amounts --- ## 9. Free Tools Sunforce provides free, no-signup-required financial calculators for Shopify merchants. These are 100% client-side (no data stored) and provide instant results: ### Shopify Fee Calculator URL: https://sunforce.finance/tools/shopify-fee-calculator Compare subscription and transaction fees across Basic, Shopify, Advanced, and Plus plans. Side-by-side plan comparison shows the best plan for any revenue level. ### Shopify True Profit Calculator URL: https://sunforce.finance/tools/shopify-profit-calculator Build a mini P&L statement by entering revenue, orders, COGS, ad spend, shipping, and expenses. Shows net profit, net margin, profit per order, and a visual cost breakdown. ### Profit Margin Calculator URL: https://sunforce.finance/tools/profit-margin-calculator Calculate gross margin, net margin, markup, and profit per unit. Includes shipping and ad cost breakdowns. Batch mode compares up to 10 products side-by-side. ### ROAS Calculator URL: https://sunforce.finance/tools/roas-calculator Calculate return on ad spend with benchmark comparisons. Includes break-even ROAS based on profit margin and multi-channel mode for Meta, Google, and TikTok. ### LTV:CAC Calculator URL: https://sunforce.finance/tools/ltv-cac-calculator Calculate customer lifetime value, customer acquisition cost, LTV:CAC ratio, and payback period. Health indicators and +10% improvement scenarios for each lever. ### Break-Even Calculator URL: https://sunforce.finance/tools/break-even-calculator Calculate break-even units and revenue with visual cost vs revenue chart. Interactive price scenario slider shows how price changes affect the break-even point. All tools: https://sunforce.finance/tools --- ## 10. Contact & Links - Website: https://sunforce.finance - Email: support@sunforce.finance - Privacy Policy: https://sunforce.finance/privacy - Terms of Service: https://sunforce.finance/terms - Pricing: https://sunforce.finance/pricing - Free Tools: https://sunforce.finance/tools - Blog: https://sunforce.finance/blog