CSVPDF
Monthly statement
Net revenue, commission, fees, and payouts for the period. Drops as a CSV ready for QuickBooks.
Maia
Three scheduled reports keep the team and the accountant in sync. Every export runs in the background, no manual pulls.
ReportsDemo
The exports your accountant asks for.
Every report ships as a clean file, scoped to a date range, with the brand's commission already deducted.
watching for the YTD month-end close
MaiaThree scheduled exports already in flight. The monthly statement lands on the accountant's inbox the 5th of every month, the weekly pipeline snapshot lands in Sarah's inbox every Tuesday morning.
Scheduled reports
- Monthly statementaccountant@heirloomhoney.comonthlyNext June 5, 2026
- Pipeline snapshotsarah@heirloomhoney.coweeklyNext May 12, 2026
- Sales by buyerinvestors@heirloomhoney.coquarterlyNext July 1, 2026
Financial
PDF
1099-K (annual)
IRS-ready document tied to your Stripe Connect account. Available the second week of January.
CSVJSON
Payout history
Every Stripe Connect ACH transfer, with order attribution and bank reference. Quarterly export friendly.
Sales
CSVPDF
Sales by buyer
Per-office revenue, order count, average order value, last-order date. The list you bring to investor calls.
CSVPDF
Sales by SKU
Revenue contribution per product, with reorder rate and velocity. Tells you what to push.
CSV
Office cohort retention
Cohort table grouping offices by their first-order month, then tracking reorder rate over the next 6 months.
Operations
CSV
Sample conversion report
Sample-to-order conversion broken down by office, by box composition, by category. Use this to design boxes that close.
Pipeline
CSVPDF
Pipeline snapshot
Counts and dollar value at each pipeline stage. Suitable for board updates and weekly reviews.