Katana in Polar: the costs your store never saw, added to your margin.
Katana holds the numbers finance closes on: cost of goods, operating expenses, purchase orders and stock. Your store does not see any of it, so contribution margin is estimated and net profit is a spreadsheet. Bring Katana into Polar and margin is computed on what you actually spent.
/Setup Guide
How to Connect Katana to Polar.
A Polar account with Shopify connected, access to your Katana instance, and Polar's AI Data Engineer, which builds the connector from a plain-language request.
01 · What you need
A Polar account with Shopify
A Polar account with Shopify connected. Katana data only means something read against the orders behind it.
Connect your data →Your Katana instance
Access to Katana with the ledger, cost and inventory data you want to bring in, and API credentials.
Open Katana →Polar's AI Data Engineer
No native Katana connector yet? Describe what you need in plain language and the AI Data Engineer reads the Katana API, writes the connector and pipes it into your warehouse, in minutes.
02 · Bring Katana into Polar
1
Ask for the connector ~ minutes
Plain language, no code.
Tell Polar's AI Data Engineer what you want from Katana in plain language. It reads the source documentation, lays out everything the API offers by category, then writes the connector and pipes the data into your warehouse as governed data. No code, and it ships in minutes.
Worth knowing: this also works on connectors you already have. If the Katana API exposes a field, you can have it, down to a single hidden one the standard connector never pulled.
2
Cost applied to revenue automatic
Real COGS, real opex.
Polar applies Katana cost of goods and operating expense to the revenue they belong to, so contribution margin and net profit are computed on ledger cost instead of an average someone typed in.
3
Stock and demand together the payoff
Operations, priced.
Inventory, purchase orders and days of cover sit next to demand and margin, so what you reorder is a profit decision rather than a stock alert.
Side by side
Katana closes the books. Polar runs the business on them.
Cost of goods, operating expense and stock live in Katana, a month behind and away from the revenue they belong to. So margin is estimated in the store and reconciled later in a spreadsheet. Polar applies the ledger cost to the revenue as it happens.
Katana on its ownon its own
+Katana with Polarblended
Real cost of goods never reaches the store's margin.
Ledger COGS applied per SKU, so margin is real.
Operating expense lives outside the reporting.
Opex applied on top, from revenue down to net profit.
Stock is an operations number, not a profit one.
Days of cover read against demand and margin.
Plan and actuals meet once a month, in a spreadsheet.
Budget against actuals on the same live statement.
The Gap
The connector is only half of it.
Once Katana is modelled against your real orders inside Polar, you can use the result wherever you already work. Ask Polar in plain language, pull it live through the Polar MCP, or schedule it into the report your team reads every morning.
Katana
COGS, opex, stock, purchase orders
Polar
net profit, blended margin