C-Suite / VP · Finance
Your P&L surprises come from the store floor, not the market.
Your finance team has the data. What they don’t have is the bandwidth to find what’s buried in it. Ward delivers the findings — with root causes attached.
Inventory distortion — overstock and out-of-stock combined — costs retailers $1.77 trillion globally.— IHL Group
Convenience
Fashion
Home
01
The problemWhat finance finds out
too late.
- Margin erosion is discovered at month-end close, not in real time
- Inventory carrying costs are a black box
- Working capital tied up in slow-moving stock nobody is watching
- Same-store sales comps lack decomposition into actionable drivers
- Capex decisions for store remodels lack unit-economics evidence
02
How Ward helpsInsight cards for
cfo.
Before Ward
Problems surface in the quarterly review. By then, the damage is done.
- ×Margin erosion is discovered at month-end close, not in real time
- ×Inventory carrying costs are a black box
- ×Working capital tied up in slow-moving stock nobody is watching
- ×Same-store sales comps lack decomposition into actionable drivers
With Ward
Problems surface at 6:47 AM with root causes and recommended actions.
- ✓GMROI tracking by category with weekly insight cards
- ✓Inventory carrying cost alerts when capital efficiency drops
- ✓Working capital optimization recommendations based on turnover trends
- ✓SSS decomposition into traffic, conversion, and basket components
03
Sample insightThis is what Ward
delivers to you.
Evidence trail
Every finding lists its evidence. Forecast blockers, confidence scores, goal relevance — all inspectable. Nothing is a black box.
Composable chart cards
Charts built on the fly from natural language. Revenue vs. margin, category breakdowns, store comparisons — pinnable to any dashboard.
Ward · for CFO06:47 AM
GMROI dropped from $3.10 to $2.65 in frozen foods this quarter. Cause: 3 new SKUs added in Q2 are turning at 40% below category average. Recommend rationalization review.
✓ Action recommendedFinance context
Ward delivering insight cards for finance leaders.
04
Value driversThe blind spots that cost
cfo the most.
KPIs that erode quietly when nobody’s watching. Flip to see what Ward does about each one.
Convenience
Attach Rate
Impulse adjacencies
Daypart-specific cross-sell opportunities surfaced.
↻ Flip to see the action
Recommended Action
Daypart-specific cross-sell opportunities surfaced.
Impulse adjacencies
↻ Flip back
Convenience
Daypart Revenue
Weak hours identified
Which hours and categories underperform, and why.
↻ Flip to see the action
Recommended Action
Which hours and categories underperform, and why.
Weak hours identified
↻ Flip back
Convenience
Planogram Compliance
Sales-correlated flags
Deviations flagged when they affect revenue, not just visuals.
↻ Flip to see the action
Recommended Action
Deviations flagged when they affect revenue, not just visuals.
Sales-correlated flags
↻ Flip back
Convenience
Shrinkage
Slow-bleed detection
Transaction-level anomalies that periodic audits miss.
↻ Flip to see the action
Recommended Action
Transaction-level anomalies that periodic audits miss.
Slow-bleed detection
↻ Flip back
Fashion
Markdown Rate
Shallower, earlier
Slow movers detected before deep clearance is the only option.
↻ Flip to see the action
Recommended Action
Slow movers detected before deep clearance is the only option.
Shallower, earlier
↻ Flip back
Fashion
Sell-Through
More at full price
Style velocity cards flag underperformers early enough to reallocate.
↻ Flip to see the action
Recommended Action
Style velocity cards flag underperformers early enough to reallocate.
More at full price
↻ Flip back
Fashion
Size Accuracy
Fewer size gaps
Size curves recalibrated by store cluster and season.
↻ Flip to see the action
Recommended Action
Size curves recalibrated by store cluster and season.
Fewer size gaps
↻ Flip back
Fashion
Return Rate
Better matching
Right size, right store means fewer returns.
↻ Flip to see the action
Recommended Action
Right size, right store means fewer returns.
Better matching
↻ Flip back
Home
Seasonal Accuracy
Weather + event driven
Pre-positioning adjusted for peak season signals.
↻ Flip to see the action
Recommended Action
Pre-positioning adjusted for peak season signals.
Weather + event driven
↻ Flip back
Home
Long-Tail Turn
Dead weight separated
Which tail SKUs serve project needs vs sit idle.
↻ Flip to see the action
Recommended Action
Which tail SKUs serve project needs vs sit idle.
Dead weight separated
↻ Flip back
Home
Project Basket Value
Cross-sell surfaced
Project purchasing patterns drive attachment.
↻ Flip to see the action
Recommended Action
Project purchasing patterns drive attachment.
Cross-sell surfaced
↻ Flip back
Home
Inventory Carrying Cost
Capital freed
Demand forecasting reduces slow-moving overstock.
↻ Flip to see the action
Recommended Action
Demand forecasting reduces slow-moving overstock.
Capital freed
↻ Flip back
Specialty
CLV
Churn risk surfaced
At-risk customers identified before they leave.
↻ Flip to see the action
Recommended Action
At-risk customers identified before they leave.
Churn risk surfaced
↻ Flip back
Specialty
Conversion Rate
Assortment + staffing
Cards that help convert high-intent browsers.
↻ Flip to see the action
Recommended Action
Cards that help convert high-intent browsers.
Assortment + staffing
↻ Flip back
Specialty
Revenue per SKU
Whitespace found
Underperformers identified, gaps in curated assortment.
↻ Flip to see the action
Recommended Action
Underperformers identified, gaps in curated assortment.
Whitespace found
↻ Flip back
Specialty
Overstock
Less capital locked
Demand matching reduces slow-moving inventory.
↻ Flip to see the action
Recommended Action
Demand matching reduces slow-moving inventory.
Less capital locked
↻ Flip back
Pharmacy
Expiry Waste
Flagged before close
Shelf-life velocity tracked per store.
↻ Flip to see the action
Recommended Action
Shelf-life velocity tracked per store.
Flagged before close
↻ Flip back
Pharmacy
Front-of-Store Margin
Highest-margin area
OTC adjacency and illness prep cards for the front end.
↻ Flip to see the action
Recommended Action
OTC adjacency and illness prep cards for the front end.
Highest-margin area
↻ Flip back
Pharmacy
OTC Attach Rate
Rx-to-OTC conversion
Seasonal wellness bundling patterns identified.
↻ Flip to see the action
Recommended Action
Seasonal wellness bundling patterns identified.
Rx-to-OTC conversion
↻ Flip back
Pharmacy
Fill Rate
48–72hr lead time
Illness demand modeled before seasonal spikes hit.
↻ Flip to see the action
Recommended Action
Illness demand modeled before seasonal spikes hit.
48–72hr lead time
↻ Flip back
Furniture
Inventory Carrying Cost
Aged stock flagged
Slow-moving SKUs identified before carrying costs compound.
↻ Flip to see the action
Recommended Action
Slow-moving SKUs identified before carrying costs compound.
Aged stock flagged
↻ Flip back
Furniture
Order-to-Delivery Cycle
Bottleneck visibility
Cycle time tracked by production stage against baselines.
↻ Flip to see the action
Recommended Action
Cycle time tracked by production stage against baselines.
Bottleneck visibility
↻ Flip back
Furniture
Gross Margin
Real-time by channel
Material cost drift detected as it happens, not at P&L close.
↻ Flip to see the action
Recommended Action
Material cost drift detected as it happens, not at P&L close.
Real-time by channel
↻ Flip back
Furniture
Stockout Frequency
Advance warning
POS and e-commerce signals feed back into production.
↻ Flip to see the action
Recommended Action
POS and e-commerce signals feed back into production.
Advance warning
↻ Flip back
05
VerticalsCFO
across retail verticals.
3,000+ SKUs
Convenience & C-Store
Ward for convenience finance
15,000+ SKUs
Fashion & Apparel
Ward for fashion finance
50,000+ SKUs
Home Improvement
Ward for home finance
5,000+ SKUs
Specialty Retail
Ward for specialty finance
20,000+ SKUs
Pharmacy & Health
Ward for pharmacy finance
10,000+ SKUs
Furniture Manufacturing & Retail
Ward for furniture finance
06
Insight cardsInsight cards for
cfo.
Every insight type, tailored for finance decision-making.
07
IntegrationsIntegrations for
finance.
S
SAP
ERP · for cfo
O
Oracle
ERP · for cfo
S
Shopify
Commerce · for cfo
N
NetSuite
ERP · for cfo
S
Snowflake
Data Platform · for cfo
B
BigQuery
Data Platform · for cfo
B
Blue Yonder
Supply Chain · for cfo
R
RELEX
Supply Chain · for cfo
L
Looker
BI · for cfo
P
Power BI
BI · for cfo
T
Tableau
BI · for cfo
N
NCR
POS · for cfo
B
BigCommerce
Commerce · for cfo
L
Lightspeed
POS · for cfo
E
Epicor
ERP · for cfo
Ward
Insight
Dispatch
Feedback
Evaluate
Learn
The Closed Loop
01
Insights surface
Ward’s agents detect what changed, why it matters, and what to do about it. Every insight includes a recommended action—not just a chart to interpret.
Real-time detection
Root cause + recommendation
02
Insights become actions
Any insight card can be turned into a tracked ticket or task. Dispatched to the right person, on the right channel—mobile push, text, or email. Not every insight needs a ticket. But when one does, it has an owner.
Tickets created automatically
Dispatched to the right person
03
Your team responds
Insights get voted up or down with reasoning. Tickets get completed or rejected. Every response is a signal—Ward learns what worked, what missed, and why.
Vote up / down
Ticket completed
Reasoning attached
04
Outcomes measured
Ward evaluates real results: revenue, margin, fill rate, labor cost. Did the action actually improve the number it targeted? Measured outcomes, not assumptions.
KPI impact tracked
Results vs. prediction scored
05
Agents get sharper
Every vote, every completed ticket, every measured outcome feeds back in. Ward learns from your team’s judgment and real-world results. Each cycle sharpens the next. Then it starts again.
Cycle repeats, sharper each time
$1.8T
Projected global AI market by 2030
0
×
Customer acquisition lift for data‑driven orgs
0
+
Foundation models shipped since 2022
0
Guarantees any single model stays on top
Your P&L surprises come from the store floor, not the market.
See what Ward finds for Finance leaders — with root causes and recommended actions.
Find out what your data has been hiding.
Tell us about your operation. We’ll show you the problems Ward catches — and the ones your current tools miss.