Finance director & CEO

Run finance ops from the channels your team already uses

P&L by SKU, replenishment lists, and forecast scenarios — answered in Slack on live NeonPanel data

Unified system

  • Accounting
  • Inventory
  • Forecasting
  • AI access

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Structured tabular answer in a chat thread

Trusted by 200+ ecommerce teams

What problem this solves

Leaders waiting on exported reports

Leaders wait on exported reports while the team already lives in Slack — answers arrive late and disconnected from the ledger.

Operations in Chat answers questions in plain language against live operational and financial data, so the team monitors performance and settles day-to-day questions without navigating a single dashboard.

The answer comes back in Slack, in seconds, with the numbers your accountant would write down.

Chat that is grounded in the books

Agents in Slack

@mention specialists in Slack — profitability, COGS, replenishment, forecast scenarios — on live NeonPanel data. Same agents as Claude.

Grounded in real data

Responses read from the MCP substrate: ledger, inventory, FIFO batches — verifiable, not approximated.

Audit trail

Every query logged, every answer traceable to the source data. Your accountant and auditor both get a clean record.

Audience

Who this is for

Finance directors

You want P&L and COGS answers without opening another dashboard.

CEOs & founders

You decide in Slack and need numbers that match the books.

Ops + finance pairs

You share one channel for replenishment and margin questions.

Modules in this solution

Modules and add-ons included in this solution.
Module Included
Accounting & Finance
Inventory Management Professional
Forecasting & Replenishment
NeonPanel MCP
NeonaSphera
Agents in Slack

Why this composition: Full stack for decisions inside Slack — Agents in Slack and MCP on Accounting, Professional inventory resolution, and Forecasting, so answers match what finance closes.

Use cases

Typical workflows

In-thread P&L

Ask for SKU or channel profit without exporting.

Replenishment in Slack

Pull ranked reorder lists into the ops channel.

Forecast scenarios

Compare planning scenarios where the team already works.

Data sources

What data this runs on

Answers and automations pull from the systems your operation already runs — not from a single siloed report.

  • NeonPanel ledger
  • Inventory
  • FIFO batches
  • Forecasts
  • Slack
  • QuickBooks
  • Xero
  • Amazon
What you can ask

Example questions you can ask

Most teams start with operational questions they would otherwise answer across several dashboards.

Inventory

  • Which SKUs should I reorder?
  • Show days-of-supply under 21.

Finance

  • P&L by SKU last month
  • Why is my profit down?

Operations

  • Summarize this week's stockout risk
  • Compare Amazon and Shopify revenue.

Agents in Slack are the day-to-day surface on the same MCP substrate. Prefer a single router instead? See Viktor. For structured multi-agent workflows, see NeonaSphera.

In their words

“We finally have a system we can trust for due diligence. Our numbers are clean.”

ZenART Supplies team · Audit-ready data, on demand

Read the case study →

Frequently asked questions

Bring NeonPanel into your stack

14-day free trial. No credit card. Dedicated onboarding on every plan — we set up your batches, your ledger, and your channels with you.

Join 200+ ecommerce teams who trust NeonPanel for their financial close.