Finance ops · Production

Finaloop helps Tabs Chocolate increase net profit by 9.4% with real-time ecommerce bookkeeping

The problem

Tabs Chocolate's founder lacked accurate, real-time financial data to make fast business decisions, leaving him unable to determine optimal creator pay rates or the impact of price changes on margins.

First attempt

Previous old-school bookkeeping firms had significant errors and inaccuracies in their books, and Oliver could not trust the accuracy of the numbers he was getting from his bookkeeper.

Workflow diagram · grounded in source
1
Rapid platform onboarding
trigger
“Onboarded in 10 minutes to Finaloop's real-time, ecommerce bookkeeping service”
2
Financial data reconciliation
integration
“Within 24 hours, without any form of payment, Finaloop reconciled and categorized his financial data”
3
Onboarding specialist review
human_review
“After a 1-hour meeting with their Onboarding Specialist, all open items were closed”
4
AI-driven expense categorization
ai_action
“AI-driven expense categorization”
5
Real-time financial reporting
output
“real-time inventory and COGS tracking, sales channel integrations, real-time P&L, cash flow, and balance sheet”
Reported outcome

After onboarding to Finaloop, Tabs increased monthly sales by over 15%, increased net profit by 9.4%, and saved over 7 hours a month on admin tasks, with the team now spending only 20 minutes a month on bookkeeping.

Reported metrics
Monthly sales increaseover 15%
Net profit increase9.4%
Admin task time saved per month7+ hours a month
Monthly bookkeeping time20 minutes a month
Show all 8 reported metrics
monthly sales increaseover 15%
net profit increase9.4%
admin task time saved per month7+ hours a month
monthly bookkeeping time20 minutes a month
onboarding time10 minutes
financial data reconciliation time24 hours
human error reductioneliminating the human error factor almost entirely
marketing budget visibilityOptimize marketing budget and track exactly how much they were paying per creator
Reported stack
FinaloopVirtual Assistant (VA)
Source
https://www.finaloop.com/case-studies/tabs
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

After onboarding to Finaloop, Tabs increased monthly sales by over 15%, increased net profit by 9.4%, and saved over 7 hours a month on admin tasks, with the team now spending only 20 minutes a month on bookkeeping.

What tools did this team use?

Finaloop, Virtual Assistant (VA).

What results were reported?

Monthly sales increase: over 15%; Net profit increase: 9.4%; Admin task time saved per month: 7+ hours a month; Monthly bookkeeping time: 20 minutes a month (source-reported, not independently verified).

What failed first in this deployment?

Previous old-school bookkeeping firms had significant errors and inaccuracies in their books, and Oliver could not trust the accuracy of the numbers he was getting from his bookkeeper.

How is this finance ops AI workflow structured?

Rapid platform onboarding → Financial data reconciliation → Onboarding specialist review → AI-driven expense categorization → Real-time financial reporting.

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