Finance reporting
Move revenue, fees, returns and margin context into reports that stay consistent month after month.
Explore exportsExports guide
Warehouse-ready datasets your finance and BI teams can trust.
Use repeatable exports for historical analysis, reconciliation and model building while keeping REST API calls focused on operational actions.
BI models
Finance exports
Repeatable datasets
Dataset design paths
Warehouse modelling
Feed Power BI, Looker, BigQuery or Snowflake with stable tables instead of rebuilding CSV logic per channel.
See P&LAPI handoff
Reserve REST for current-state checks, alerts and automation. Let scheduled datasets carry the analytical load.
View API guide
Data architecture
Use exports when the question depends on history, joins or auditability.
A reliable warehouse layer gives every team the same numbers, while operational APIs keep day-to-day tools responsive.
Build around stable grains
Decide whether each dataset is product, order, campaign, invoice or channel-level. Clear grain prevents duplicated revenue and incorrect margin math.
Preserve business definitions
Document how FiveX calculates contribution margin, advertising cost, returns and marketplace fees so BI models match what operators see.
Separate raw and curated layers
Keep source-aligned exports available, then create curated models for finance, growth and operations. This makes audits and iteration easier.
Recommended workflow
How to move from idea to production workflow
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01
List the business reports that must use FiveX data.
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02
Choose export cadence based on close cycles, dashboard refreshes and operational needs.
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03
Load source tables into the warehouse with schema checks and failure alerts.
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04
Publish curated models for finance, growth and channel teams.
Build the API workflow with the right scope from day one.
Bring your channels, reporting needs and automation goals. We will map the safest route across REST, exports, OAuth and governance.