Finance
A P&L that closes itself, from numbers that reconcile.
Contribution margin rebuilt from orders, COGS, freight, fees, and returns — the same definitions across every market. Ask why a line moved, get the variance explained, and close each week on schedule.
Agent examples
The agent that closes every week.
It closes the P&L on reconciled numbers, flags every line outside plan, and explains the movement — delivered Friday evening, before anyone asks.
P&L Close
Runs Fridays 17:00
Close each week with a P&L summary by market, flagging any line that moved more than 10% from plan.
Reasoning
“Return costs moved 14% against plan in DE — that breaks the threshold, so it ships with an explanation, not just a flag.”
Queried modeled data
Revenue, COGS, freight, fees, and returns by market · reconciled weekly
Used skill: close-format
The bridge finance signed off — same lines every week
Built the close
2 lines outside 10% of plan · both explained
Close posted to #finance with the variance bridge attached
App examples
The workspace finance owns.
A margin bridge from revenue to contribution profit, every line against plan, definitions owned by finance — not by whoever exported last.
Apps /Controlling Workspace···
Ask appControlling Workspace
Margin bridge · revenue to contribution profit · reconciled weekly
Net revenue
€2.41M
Contribution profit
€512K
vs plan
+2.4%
Return costs
€118K
Flagged lines
2
Market
All markets
Compare to
Plan
Granularity
Weekly
Currency
EUR
LineActualPlanΔ
Net revenue€2,412K€2,361K+2.1%
COGS−€1,024K−€1,010K+1.4%
Freight & fulfilmentOff plan−€214K−€188K+13.8%
Return costs−€118K−€109K+8.3%
Payment fees−€38K−€37K+2.7%
Marketing spend−€506K−€520K−2.7%
Contribution profit€512K€497K+3.1%
Why freight moved
Split shipments on 3 restocked styles drove +€26K freight in DE and NL — one-off, already resolved with the 3PL.
Close posts to #finance and the board sheetQuestion examples
The questions the board pack triggers.
Variance against budget, what a metric actually includes — answered on the same reconciled numbers the close is built on.
Getting started
Live before the end of the week.
No implementation project, no code, no analyst backlog — connect once, describe the workflow, and the whole team has it.
01
Connect your data once
Store, ad platforms, and logistics connect in about a day and stay maintained — nobody on your team owns a pipeline.
Close each week with a P&L summary by market, flagging any line that moved more than 10% from plan.
02
Describe this workflow
Type what you want the way you'd brief a colleague. Every example on this page is a real prompt — that sentence is the whole setup.
Runs on schedule
LiveShared with the team
YLEMTAdjusted in chat
~40s
03
It's live for the whole team
Scheduled, shared, and permissioned from day one. Teammates use it without setting anything up, and changes happen in chat.
See this on your own data
Leave your email and pick a time — we'll walk through this workflow live on a 20-minute call.
The close is the easy part.
What makes it trustworthy is everything underneath: one reconciled profit figure, definitions finance set once, a procedure that runs identically every week, and a workflow the whole team owns.
01
The number is CM3, and everyone gets the same one.
Orders, spend, COGS, fulfilment and returns are reconciled into one profit figure. Marketing, finance and merchandising stop arguing about which export is right.
“Dema has been a game-changer for our brand. It's given us the clarity and control we needed to scale profitably, ensuring we make the right decisions across inventory, marketing, and product strategy.”
Profit waterfall
Revenue to CM3 breakdown for the current period. Each row shows the contribution or cost deducted.
Revenue
€284,000
COGS
−€112,000
Gross Profit
€172,000
Ad Spend
−€52,300
Shipping & Returns
−€28,400
Fixed Costs
−€18,700
CM3
€72,600
02
The AI never has to guess what a metric means.
Your metrics, markets and relationships are modeled before AI touches them, so it reads the definition your team set instead of inferring one from raw tables.
“Dema's Agent is truly mind-blowing. We struggled to get AI to understand our data structures and metrics, but Dema worked perfectly right out of the box. It's the first tool that truly understands our data from the very first prompt!”
Metrics
Select which metrics to include in this analysis. The agent will track and report on all selected metrics.
Search metrics
Available metrics
Revenue
Contribution Margin 3
ROAS
New Customer Rate
Impressions
CPA
Sessions
AOV
4 of 8 selected
03
Teach it a procedure once. It runs the same way every time.
A skill packages your instructions and the code behind them together, so a job like the weekly margin check works identically whoever asks for it.
“With Dema Agent, what took two people three to four months now runs in a single command. We built 20 skills in three weeks without writing a line of code.”
Skills
Skills guide the agent for specific types of analysis. Triggered automatically or manually with /[skill name].
Weekly Mix Diagnostic
Analyze channel spend vs CM3 across all markets with YoY comparison
Added by you · 2d ago
Margin Alert
Flag campaigns where ROAS dropped below threshold in the last 7 days
Added by you · 5d ago
Stockout Detector
Cross-reference inventory forecasts with active ad spend and suggest exclusions
Added by Dema · built-in
New Customer Cohort
Segment first-time buyers by channel and compute 90-day LTV
Added by Lisa E. · 1w ago
Creative Fatigue Scan
Identify ads with declining CTR over 14 days and suggest refresh candidates
Added by you · 3d ago
04
It already knows how your company works.
Organisation-wide instructions set the rules every agent follows, and each person's own preferences sit on top. New joiners inherit the house standard instead of learning it.
Organization instructions106/1500
Prioritize profit over revenue in all analyses. Always report CM3, not CM2. Focus on Nordic markets first.
Personal instructions129/1500
Show me weekly trends by default. Include new customer contribution in all reports. Highlight anomalies with a brief explanation.
05
A good prompt lives on one laptop. This runs for the team.
Share it, set who can edit, and have it delivered into Slack on a schedule. When that person leaves, the workflow stays.
Share
Share this analysis with team members or generate a public link for stakeholders.
People with access
Y
You
you@company.com
LE
Lisa Eriksson
lisa@company.com
MT
Marketing Team
team channel
Link settings
Anyone with the link can view
06
The tool your team wanted, live this afternoon.
Build the app around how the team actually works instead of waiting for a roadmap. Anyone who can describe the change can make it.
Weekly Performance: NordicsMar 31 – Apr 6
07
Teams like yours already shipped this.
More than a million AI actions run inside Dema every month, at brands like Acne Studios, Axel Arigato and Represent. These are workflows their own commercial teams built, not pilots a vendor set up.
AI actions run in Dema every month
1M+
Anyone can get an answer once.
The question is whether the margin figure reconciles, whether the close happens without you, and whether a flagged line arrives explained. That is the difference between a prompt and a system.
An AI assistant on your exports
Where the numbers come from
An AI assistant on your exports
Whichever exports were pasted in — and finance ends up refereeing which one is right.
Dema
Orders, COGS, freight, fees and returns reconciled into one figure everyone shares.
What a metric means
An AI assistant on your exports
Contribution margin re-derived in the prompt, differently by each person who asks.
Dema
Defined once by finance, then reused by every answer, close and report.
Whether the recommendation holds up
An AI assistant on your exports
Summarizes the spreadsheet it was given, errors included.
Dema
Variance traced to the cost line and market that caused it, quantified.
Who gets it, and when
An AI assistant on your exports
Whoever remembers to re-run the prompt before the review.
Dema
The week closes itself every Friday at 17:00 and lands with the flags explained.
What happens when the data is wrong
An AI assistant on your exports
It answers anyway, in exactly the same confident tone.
Dema
Lines that do not reconcile get flagged instead of quietly published.
What it is allowed to change
An AI assistant on your exports
Nothing. It writes text and you chase each variance by hand.
Dema
Flags arrive with the investigation attached and route to a named owner.
Where it runs
An AI assistant on your exports
The provider's default region, on the provider's terms.
Dema
EU or US inference, your choice, and never used to train a model.
A one-off idea, right now
An AI assistant on your exports
Genuinely better. No setup, no connection, no context — just ask it.
Dema
Built for a close that repeats every week, which is more than a throwaway question needs.
Sharper discussions, less assembly
“With unified and enriched data from Dema's AI models, our strategic discussions are sharper, and our time spent on analysis is greatly reduced.”
Questions
Questions about the controlling workflow
Yes — because they are built from the same definitions. Contribution margin is reconciled once from orders, COGS, freight, fees, and returns, and every answer, close, and report reuses that definition. There is no second version of the number to argue about.
Yes. The 10%-from-plan rule is a starting point. Thresholds can differ per cost line and market, and each flag can route to a named owner, so the close reflects how your team actually reviews the numbers.
No. It sits on Dema's modeled data, connected to the systems you already run. The difference is that the weekly close builds itself and arrives explained, instead of being assembled from exports every Friday afternoon.
Yes. The close remains an active Dema session. Ask why freight moved, split a variance by market or product, or turn a recurring concern into its own monitor — without rebuilding anything.
You do. Finance workflows typically run read-only: the close reports and explains, and anything that acts — an adjustment, an escalation — waits for a named approval first.
Bring your close checklist