Know What It Costs to Grow

Upload transactions or a P&L, classify acquisition expenses by channel, and calculate CAC — overall and per channel.

Reporting Period

Data Source

Currency

How to use this audit

1
Upload your bank/credit-card export or your P&L — the audit detects which one it is.
2
Review the detected type and preview, then import. Amounts are stored as positive expenses.
3
Mark acquisition-related expenses Yes, then assign a Cost Type and Channel.
4
Enter new clients by channel for the same reporting period.
5
Review the CAC Dashboard: overall CAC = total acquisition spend ÷ total new clients; channel CAC = channel spend ÷ channel new clients.
6
Use Unassigned when an acquisition expense is real but its channel is not yet known. The dashboard flags it.

Financial CEO note

The goal is to connect what you spent, where you spent it, and how many clients that spending produced. For a P&L workflow, split marketing accounts by channel wherever you can — otherwise assign the channel manually and keep the gap visible.

What counts as acquisition spend?

Include

Paid media, acquisition-focused agency/contractor work, campaign creative, events/sponsorships, referral/commission costs, and lead-generation software.

Usually exclude

General operating expenses that would exist even if you did no client acquisition. When uncertain, keep the item visible and mark the channel Unassigned.

Start with expenses View CAC dashboard