Finance

Read your ecommerce P&L in three numbers: CM1, CM2 and net margin

Sarah Carusona's method for ecommerce founders who aren't finance people: your AI re-sorts every line of your P&L into CM1 (does the product make money), CM2 (does your marketing work) and net margin (does the business work), without changing a single number, ties it back to your net income, shows where every $100 goes, and names the bucket and the 2 to 3 lines to fix first.

Passed the deep check · v1.0.0 · Oct 27

What your AI will deliver

  • PL-CM.md: the re-sorted P&L table with every line's amount and % of revenue, and subtotals for revenue, CM1, CM2 and net margin
  • MAPPING.md: every original line, its amount and the bucket it went to, so totals can be checked
  • QUESTIONS.md: every line the agent was unsure about, with the person's answer
  • TIE-OUT.md: net margin vs the P&L's net income before interest, taxes, depreciation and amortization, with any gap shown

How it runs

In your AI, with your accounts. It starts by researching your business. How kits work ›

  1. 1. Understand

    Researches your business first, then asks you 3 questions it can't answer alone

  2. 2. Choose

    Nothing to choose: the kit follows one path

  3. 3. Build

    5 steps

  4. 4. Deliver

    8 checks before delivery

Tools it uses

You pay each tool directly, not CloneKit. Your AI checks which ones you already have.

Details