Your data stays private
Saved work is encrypted and PII-masked, kept in your account until you delete it, and never used to train a model.
It reads the exports you already have, computes every figure from the rows and writes up what it found. It is not sold on its own: it runs inside both products.
The workspace as it opens, and a recorded run on a sample file. Inside ClientFalcon and ProfitFalcon, the same engine runs on your own exports.


Analyst · the read
Drop in an order export. Analyst reads every row: 24,623 orders across 15 columns in the sample file.
It checks the data before it trusts it: duplicates, blanks and outliers, column by column.
Then it writes the read: gross sales, contribution margin, the discount leak and what to do about it.
First rows
| CSC-100001 | Switchback Hiking Short — Storm / M | Organic | — | $77.47 |
| CSC-100002 | Prior-Year Trail Tee — Black / L | FALL25 | $30.06 | |
| CSC-100003 | Merino 250 Bottom — Ember / XS | Paid Search | — | $71.14 |
| CSC-100004 | Merino 150 Crew — Sand / L | Paid Social | COMEBACK | $84.21 |
15 columns found
Cascade Supply Co. orders over 180 days. A recorded run of the real pipeline.
None of the 24,623 rows repeat.
order_id holds 24,623 unique values, none blank.
discount_code is empty on 61% of orders.
2,537 orders (10.3%) sit above the 55.24 threshold.
Run on every row, before any analysis is written.
24,623 orders, $5,199,611 in gross sales and an estimated $2,154,157 left after product cost, shipping and discounts.
2,537 discount outliers, 10.3% of orders, reaching 375.98 against a 55.24 threshold.
Set automated approval or margin-review thresholds for discounts above 55.24, prioritizing the 10.3% of orders identified as discount outliers.
It calculates on every row of your file, so totals are exact counts.
Each answer lists the formula it used.
Ask for the chart, the slide or the projection; keep any of them.
Set a rule on a metric; it re-runs on the next upload and emails you when it trips.
No setup. The file you already have is enough.
CSV, Excel or PDF, straight off your desktop.
Ask the way you'd ask a colleague. No formulas, no SQL.
Export the deck, or set an alert that checks your next upload.
It reads messy headers, spots anomalies and builds the deck.
Saved work is encrypted and PII-masked, kept in your account until you delete it, and never used to train a model.
Auto-charts, forecasts and presentation-ready decks, ready to export or share.
It flags outliers, columns that never change and extreme spreads, so you know what to look at first.
Upload the file you already have. Nothing to connect.
Order exports, ad exports, payouts, ledgers, anything with a header row and rows under it. A sheet from Google Sheets works once you download it as CSV or Excel.
It maps your headers itself and tells you what it mapped them to, so a file nobody cleaned still computes.
The AI account manager, for agencies. Ranks your client book each week: who is slipping, who has outgrown their fee, which ecommerce clients lose money below their margin breakeven. Drafts the message for each; you send it.
The AI profit analyst, for online stores. Profit per SKU, the discount codes leaking margin and the fix worth the most, from your store export. Nothing changes in your store; you make every change yourself.
Pick the product that fits: the account manager or the profit analyst.