Getting Started
This is the path from creating a workspace to seeing your first accurate profit number — five steps, most of them a couple of minutes each. The rest of the docs are organized by job (Guides) and by vocabulary (Concepts); this page is the one you read once, in order.
1. Create your workspace
Sign up and verify your email. A workspace is where one seller's marketplace connections, catalog, and reports live — if you sell under more than one business entity, each gets its own workspace.
2. Connect a marketplace
From Settings → Integrations, connect Amazon or Walmart. You'll authorize through the marketplace's own login, so this app never sees your marketplace password — only the access it's granted.
3. Give the first sync a few minutes
The first sync pulls in your orders, products, inventory, and returns. Recent data appears within a few minutes; a full backfill of your order history can take longer, and you can leave the page — syncing continues in the background. You'll see a banner on the integration's page while it's still catching up.
4. Add your costs
A profit number needs a cost to subtract, not just a sale to add. Add your product costs — COGS, per-unit fees, shipping — from Products, or import them in bulk if you sell a lot of SKUs. Until a product has a cost, its profit is marked partial or estimated rather than actual — see Profit basis for what those labels mean.
5. Read your first profit report
Open Profit for the first number that combines your sales, fees, and costs. Read a profit report walks through what each figure means and how settled it is.
Where to go next
- Guides — the rest of the jobs you'll do regularly, organized by area.
- Concepts — the vocabulary the reports and screens use.
- Agentic Skills — connect an AI assistant to your own data.