Birch (bir.ch) is an AI financial analytics and media spend optimization platform designed specifically for direct-to-consumer (DTC) brands and performance marketers managing paid media budgets. Connecting advertising platforms (Meta, Google, TikTok) with financial data sources (Shopify, Stripe, bank accounts), Birch provides a unified view of marketing ROI alongside real profit and loss impact — going beyond platform-reported ROAS to show true contribution margin. The platform uses AI to surface budget reallocation recommendations, identify underperforming campaigns, and forecast financial outcomes based on spend scenarios. Birch serves growth-stage DTC brands and media buying agencies whose profitability depends on making precise, data-driven budget decisions across multiple channels.
How Birch Works
Connect your advertising accounts (Meta Ads, Google Ads, TikTok Ads) and financial platforms (Shopify, Stripe, QuickBooks) to Birch. The platform aggregates spend, revenue, and cost data into a unified analytics dashboard showing blended ROAS, contribution margin, and true profitability by channel, campaign, and product. Birch's AI analyzes your historical performance patterns and identifies opportunities — campaigns spending above their efficiency threshold, channels with untapped scale potential, and budget shifts that would improve overall portfolio profitability. Review AI-generated budget recommendations with projected impact before applying. Use the financial forecasting tools to model scenarios — "what happens if I increase Meta budget by 20%?" — with profit impact projections. Set automated alerts for budget pacing, ROAS drops, or spend anomalies. Share dashboards with finance teams or clients via custom reports.
Key Features
- Unified financial dashboard — combines ad spend data with P&L for true profitability view
- AI budget recommendations — surfaces reallocation opportunities to improve portfolio ROAS
- True contribution margin — calculates profitability beyond platform-reported metrics
- Multi-channel analytics — Meta, Google, TikTok, and other platforms in one view
- Financial forecasting — models profit impact of budget change scenarios
- Automated alerts — notifies on pacing issues, ROAS drops, and anomalies
- Shopify and Stripe integration — connects revenue data directly to ad performance
- Client reporting — shareable dashboards and custom reports for agency use
- Budget pacing — tracks spend against monthly budgets in real time
- API access — integrate Birch data into custom reporting workflows
Birch Pricing
| Plan | Monthly | Annually | Key Features |
|---|---|---|---|
| Starter | $49 | $45 | 3 ad accounts, unified dashboard, budget pacing, basic AI recommendations, automated alerts |
| Growth | $99 | $91 | 10 ad accounts, financial forecasting, true contribution margin, client reporting, API access |
| Enterprise | Custom | Custom | Unlimited accounts, custom integrations, dedicated support, SLA, white-label options |
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Who Should Use Birch?
Birch is ideal for DTC brand founders managing performance marketing budgets and needing accurate profitability data, growth marketers at consumer brands optimizing spend across Meta, Google, and TikTok, media buying agencies managing multiple client accounts with financial reporting requirements, e-commerce operators connecting advertising spend to true margin impact, finance and marketing teams at growth-stage brands aligning on budget efficiency, and performance marketers tired of relying on platform-reported ROAS without profitability context. The Starter plan suits brands with straightforward multi-channel setups, Growth fits growing DTC brands and small agencies, and Enterprise serves larger operations.
