eCommerce & SaaS Startups: Take Control of Your Accounting & Financial Operations
Automatically reconcile payments, manage creator payouts, and stay compliant with multi-state tax rules—without spreadsheets or month-end chaos.
Only 20 spots available for founding partners
Built by a Licensed CPA Who's Been in Your Shoes
pmsox.io was created by a licensed CPA with 20+ years of experience in financial systems, compliance, and automation. After working with startups, scale-ups, and marketplaces struggling to untangle spreadsheets and delayed month-end reconciliations, I built pmsox.io to simplify what should never have been so complex: tracking your money.
We don't replace your accounting system—we help it work smarter, faster, and cleaner. No more black boxes. No more "where did that transaction go?"
If you're running a SaaS or eCommerce business, I speak your language—and your accountant's.
The Problem with Traditional Methods
Running a marketplace or multi-vendor platform comes with complex financial challenges
Spreadsheet Chaos
Relying on spreadsheets for complex financial workflows leads to errors, inefficiency, and compliance risks.
Manual Reconciliations
Hours spent manually reconciling payments across processors and platforms, delaying your financial close.
Compliance Headaches
Multi-state sales tax, audit requirements, and financial controls become increasingly complex as you scale.
Lost Transactions & Money
Losing track of transactions and their status leads to money getting lost or stuck, resulting in larger reconciling items that require expensive consultants to sort out.
Hidden COGS & Fulfillment Costs
Manufacturing, shipping, packaging, and fulfillment costs are scattered across systems, making it impossible to calculate true unit economics and contribution margins.
Unknown True Profitability
Without connecting ad spend, COGS, refunds, and discounts, you can't calculate CAC, ROAS, or contribution margin—leaving you guessing which channels are actually profitable.
Our Solution
We provide end-to-end visibility on your transactions, ensure their reconciliations, and follow the money for you—so no penny gets lost or falls through the cracks
End-to-End Automation
Our platform automates complex financial workflows for DTC brands, marketplaces, and eCommerce platforms—giving you true visibility into profitability.
- COGS & Fulfillment Tracking
Track manufacturing, shipping, packaging, and fulfillment costs at the unit level
- Contribution Margin Analysis
Calculate true profitability after COGS, refunds, discounts, and ad spend
- Ad Spend Attribution
Connect Google, Meta, and TikTok ads to calculate CAC, ROAS, and break-even metrics
- Payment Reconciliation
Automatically match transactions across Shopify, Stripe, PayPal, and bank accounts
- Month-over-Month Profitability
Build automated profitability models by month and by channel
Seamless Integrations
Connect with your existing tech stack for a unified financial ecosystem
- ShopifyQ1
- WooCommerce
- Custom Platforms
- StripeLive
- PayPalSoon
- Bank AccountsSoon
- Meta (Facebook/IG)
- Google Ads
- TikTok Ads
- QuickBooks OnlineQ1
- Xero
- NetSuite
- ShipBob
- Deliverr
- Custom 3PLs
- Supplier Invoices
- Manufacturing Data
- SKU-level Costs
- TaxJar
- Avalara
- Multi-state Filing
- Bank Account SyncQ2
- Transaction Feeds
- Auto-reconciliation
Automated Features
Powerful automation that transforms your financial operations
Daily Reconciliations
Automatically match and reconcile transactions across all your payment processors and internal systems.
Journal Entries
Generate clean, audit-ready journal entries and post them directly to your accounting system.
Sales Tax Aggregation
Automatically calculate and aggregate sales tax by state, county, and locality for accurate reporting.
Internal Controls
Built-in internal controls over financial reporting (ICOFR) to ensure compliance and reduce risk.
SOC Compliance
SOC 1 & SOC 2 readiness built into your financial processes, making audits straightforward.
Creator Payouts
Automate payments to creators, vendors, and partners with complete tracking and reconciliation.
COGS Tracking
Track manufacturing, materials, and production costs at the SKU level for accurate unit economics.
Fulfillment Costs
Capture shipping, packaging, and 3PL fees to understand your true landed cost per order.
Contribution Margin
Calculate true profitability after revenue, COGS, refunds, discounts, and variable costs.
Ad Spend Analytics
Connect Google, Meta, and TikTok ads to calculate CAC, ROAS, and break-even metrics by channel.
Profitability Models
Build automated month-over-month profitability reports with insights by channel, product, and time period.
Founding Beta Partner Program
Get early access to the platform that automates reconciliation, sales tax aggregation, and journal entry generation for Stripe, Shopify, banks, and QuickBooks.
In addition to 6 months of free platform access and a 50% lifetime discount, you'll also receive personalized weekly financial coaching from our founder—a CPA with two decades of experience in accounting systems and SaaS growth.
What You'll Get
- Free for 6 Months — Full access to our beta platform
- 50% Lifetime Discount — Locked in when beta ends
- 1-on-1 Financial Strategy Call — Tailored financial ops advice for your SaaS/eCom business
- Slack/Email Access to Founder — Direct feedback and support
- Founding Partner Recognition — Badge + early access to roadmap
Claim Your Spot
—/20 leftApply now to join our beta and get hands-on help building the financial systems your startup needs to scale—with zero spreadsheet chaos.
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