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Free Plan

Save time, save money, and do less manual work with real-time data from all your revenue and expense channels in one seamless platform.

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Starting at $300 per month

Starter Plan

Discover how lenders evaluate your financial outlook, improve your creditworthiness, and financially prepare your omnichannel brand to receive a business loan.

The Starter plan includes everything on the Free plan, plus:

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Starting at $500 per month

Professional Plan

Predict more accurately and access better funding options with advanced analytics, expert analysis, and low-risk financing.

The Professional plan includes everything on the Free and Starter plans, plus:

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Cash flow forecasting

Avoid a cash crunch and predict cash inflows and outflows.

Business credit score

Optimize your creditworthiness, and prepare to receive a loan.

Online sales forecasting

Forecast sales based on your own patterns and real-time data.

Revenue tracking

Easily identify trends with daily and monthly revenue tracking.

Product demand forecasts

Better ordering and operations begin with accurate forecasts.

Platform-enabled lending

Leverage growth opportunities with access to capital.


Brightflow AI is the financial data and intelligence platform empowering small and medium-sized businesses to take control of their cash flow. Brightflow AI offers real-time data, financial forecasts, and capital to fuel business growth. 

In just a few clicks, Brightflow AI integrates with Amazon, Shopify, Google Ads, Facebook Ads, NetSuite, QuickBooks, Xero, and more, to give eCommerce business owners the financial visibility they need to sustainably grow.  

Backed by a full-service team of leading data scientists and engineers, Brightflow AI provides the data and forecasting tools required to accurately order inventory, close gaps in cash flow, scale operations, and build thriving online brands. 

To sign up for Brightflow AI, please visit

Users with an existing account can log in at

Brightflow AI provides real-time sales data, financial forecasting software, and growth capital to eCommerce business owners to help them build thriving online brands.

Brightflow AI’s mission is to empower businesses with financial insights that support effective cash management and equitable access to capital.

Brightflow AI provides small and medium-sized businesses with the real-time data, financial forecasts, and capital they need to fuel business growth. After signing up for Brightflow AI and connecting their accounts, customers can:

  • Monitor real-time data from multiple online sales channels in a single dashboard.
  • Improve marketing strategies and ROI with Return on Ad Spend (ROAS) data.
  • Predict how much money your customers will spend over time with customer lifetime value (LTV) data. 
  • Easily identify patterns and trends with daily and monthly revenue tracking.
  • Get your business credit score, optimize your creditworthiness, and prepare to receive a loan.
  • Forecast online sales, cash flow, and product demand to make better-informed business decisions. 

Brightflow AI understands the importance of data security and protects your data with industry-standard encryption and security measures.

For more information on Brightflow AI data security practices, please email su*****@br********.ai.

Brightflow AI empowers users to take control of their cash flow. Users access their real-time financial data without waiting for their books to close. They can forecast their cash flow to see if there are any gaps in cash inflows and outflows, and they receive guidance on how to unlock more capital within their businesses to close any gaps. If there are gaps too big to close with internal cash management strategies, or if they have growth opportunities too large for their current revenue stream, users may qualify for a platform-enabled loan through Brightflow AI.

For more information about platform-enabled lending at Brightflow AI, please visit

In May 2023, Brightflow AI acquired CircleUp in order to acquire Helio, a powerful insights engine tracking 1.6M+ brands and 16M attributes across 200+ data sources and 4PB of data across the CPG industry. 

As a data-focused company, Brightflow AI welcomes the opportunity to provide our customers with both broader and deeper data insights. With the Helio data engine, Brightflow AI increases our ability to provide depth of insights to our customers. Helio will be integrated to promote the efficacy of our product so we can continue to build a world-class, AI-powered financial insights tool.

Some CircleUp loans are already being serviced by Brightflow AI. New loans will be considered through Brightflow AI’s business credit scoring and application process. CircleUp and Brightflow AI will continue to work with CircleUp borrowers as the book is closed.

In Sept. 2022, Brightflow AI announced it had raised $15M in Series A funds and $100M in debt financing to bridge financial gaps for small business owners. The Series A was led by Haymaker Ventures, and it follows a $4.2M Seed round led by Bonfire Ventures. The debt financing was made available through i80 Group. With over $19 million in total funding raised to date, Brightflow AI is currently using the funding to enhance its platform, recruit top-tier talent, and more rapidly provide growth opportunities to small and medium-sized businesses.

Brightflow AI is backed by investors such as Haymaker Ventures, SBI Group, Bonfire Ventures, Greycroft, House Fund, Skydeck, New Fund, and Lynett Capital. 



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Pricing details





Revenue tracking

Return on ad spend (ROAS)

Customer lifetime value (LTV)

Real-time dashboard

Weekly updates with financial insights

Profitability forecasting

Competitive analysis

Monthly advisory session (one hour/month)

Biweekly recommendations

Unlimited users

Cash flow forecasting

Expanded custom weekly updates with financial insights and benchmarking 

Offline integrations

White label available

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Frequently asked questions (FAQs)

Brightflow AI is an eCommerce financial intelligence platform that collects, normalizes, and surfaces data into actionable insights. Backed by a full-service team of leading data scientists and engineers, Brightflow AI provides Amazon sellers, Shopify store owners, and eCommerce agencies with an easy-to-read dashboard and instant access to their cash flow, revenue, advertising, and profitability information.

Brightflow AI seamlessly integrates your omnichannel financial data to provide a simple, comprehensive, and automated platform to help you make quicker, more profitable decisions for your business. In just a few clicks, Brightflow AI integrates with Amazon, Shopify, Google Ads, Facebook Ads, QuickBooks, and more.

Brightflow AI helps businesses access their financial data quickly and easily. This allows you to: 

  1. Save time, money, and effort: The ease and speed of accessing data reduces the number of hours and dollars spent on external analysts and accountants. Eliminate manual reporting, receive expert insights, and create full reports in an instant, across Amazon, Shopify and other channels. 
  2. Understand the market: Receive regular market analyses and trend reports for your industry, allowing you to benchmark yourself against industry averages and better understand how you compare to your peers.
  3. Make better business decisions: Brightflow AI provides users with a deeper understanding of growth and momentum, without waiting for the books to close. Monthly and daily data views allow users to know when and how to modify inventory, optimize sales channels, and adjust advertising.
  4. Avoid bad debt and insolvency: Accurate cash flow forecasting helps businesses minimize gaps between cash inflows and outflows, and expert recommendations provide guidance for inventory planning and cash optimization. 

If you are a Shopify store owner, we recommend you download the app from the Shopify app store here:

If you do not use Shopify, we recommend signing up for the app directly here:

You can see a list of included features on the Brightflow AI pricing page.

Yes, Brightflow AI has many connections and integrations available, in addition to Shopify and Amazon.

If you have a Shopify store, you can sign up here:
If you do not use Shopify, we recommend signing up for the app directly here:

The financial experts at Brightflow AI will help you set up your sources of revenue, connect ad platforms and anticipate expenses. After integration is complete, you will start to see key insights like ROAS, LTV, and revenue populate in the dashboard. 

If you have at least 12 months of historical financial data, the Brightflow AI experts will set up your cash flow forecast. From this point on:

  • All your financial data is visible in one place
  • Profitability is instantly trackable by any time span
  • Cash is constantly monitored and visible in real time
  • Sales and marketing reports are automated (not manual) and easy to download 
  • You have instant access to timely and accurate data for decision making
  • Your finances are confidently handled without too much time and effort from you
  • You have a dashboard where you can clearly see how your business is growing over time

When Brightflow AI accesses your financial data, we:

  • Use industry-standard best practices for securely fetching (like a bank would) and storing your data.
  • Rely on industry-leading cloud data storage providers, ensuring the infrastructure and security is up to date.


We don’t store your login information to services. Instead, we use best practice “OAuth”–the open standard–to enable a secure connection to your data and provide you with full control over how long Brightflow AI retains access to your data.

Revenue tracking is the report that shows revenue, units sold, orders, and average order value (AOV) in the Brightflow AI dashboard. Monthly and daily views are available for the revenue tracking feature. 

LTV, or customer lifetime value, is the total amount of money an average customer will spend with your store or business over time.

At Brightflow AI, we calculate LTV by grouping customers into “cohorts” based on when they placed their first order with your store or business. Then we track how those cohorts spend cumulatively over time compared to other cohorts. We also look at historical spend to project how customers may spend up to 12 months in the future.

A “cohort” is a group of customers whose behavior we track over time. 

At Brightflow AI, we define a cohort as the group of customers who made their first purchase in the same month. For example, if 100 people made their first purchase in July 2021, then we group them as the “July 2021” cohort and see how they spend over time.

ROAS is an acronym for “return on ad spend.” 

At Brightflow AI, ROAS is the report we provide to you which shows return on marketing spend by sales channel. Using ROAS, you’ll learn how much revenue you generate from each ad platform–Facebook Ads, Google Ads, Amazon Ads, and more.

Return on ad spend (ROAS) = revenue / marketing spend 

An instant P&L–or profit and loss–is a report that allows business owners to estimate their profitability on a current month-to-date basis. This view is unique from Gross Margin or ROAS. Gross Margin takes one element, “product costs,” into account. ROAS takes one element, “marketing or customer acquisition costs,” into account. But the instant P&L is all encompassing and includes other costs not accounted for in those other reports. Suggestions are made based on historical metrics from the customer’s accounting software, such as QuickBooks.

Variable expenses and fixed expenses are both included in an instant P&L, but you won’t find them in other reports. With variable expenses, there are other expenses besides direct marketing expenses that will vary directly with the level of sales. Fixed expenses tend not to vary with sales over the short and intermediate term.

If you have at least 12 months of historical financial data, Brightflow AI will provide you a cash flow forecast. The cash flow forecast comprises three main elements:

  • Revenue forecast. Revenue is projected by using a linear trend, adjusted for seasonality. 
  • Cost structure forecast. This is simply your profit & loss report (P&L) forecasted into the future.
  • Inventory outflows. Inventory purchases are such a significant cash flow item they should be calculated separately with precision.