Consumer product (CPG) startups

Consolidate your sales and expenses by both online and offline, B2B channels.

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Track your sales and cost-of-goods-sold by channel

Connect your systems

Connect your commerce, banking, and invoicing systems so we can produce a draft financial book.

Answer a few questions

Answer a few questions so we get to know better about your business and your financing needs.

Get prequalified for multiple lenders

Get introduced to dedicated lender resources with higher underwriting acceptance rate.

Track sales by channel

Show sales by channel

Book your sales across Shopify, Amazon, Tiktok, Faire, Walmart, Wholefoods, and other online and offline B2B channels.

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Calcualte cost-of-goods-sold by channel

Auto-calculate cost-of-goods-sold by channel

Automatically calculate your cost-of-goods-sold by defined online and offline sales channels.

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Blog

Perspectives from Thought Leaders

Streamlining Your Financial Toolkit: A Comprehensive Guide for Early-Stage CPG Brands

Navigating the financial landscape as an early-stage Consumer Packaged Goods (CPG) brand can be daunting. With limited resources and the need for rapid growth, founders often struggle to find the right financial tools that are both effective and affordable. In a recent webinar hosted by Naturally New York, Alice Zhang, co-founder and CEO of MyPocketCFO, shared invaluable insights on how startups can streamline their financial operations without breaking the bank.

6 Critical Financial Challenges CPG Founders Must Overcome (and How to Solve Them)

The CPG industry is a whirlwind of excitement and challenges. You're passionate about your product, driven by your vision, and constantly innovating. But amidst the thrill of launching new products and securing retail partnerships, there's a critical element that can make or break your success: mastering your CPG finances. Long cash conversion cycles, fluctuating raw material costs, retailer payment terms, and the constant need to reinvest in inventory can feel like walking a financial tightrope. This isn't just about bookkeeping; it's about building a solid financial foundation that can support sustainable growth.