SSubtotal provides a retail analytics platform that uses shopping data, digital receipts, and purchase history to help retailers and brands improve customer experiences and grow sales. The product collects data through its platform and API, letting users pull digital receipts, analyze SKU-level purchase trends, automate reports, and categorize spending for streamlined decision-making. Subtotal differentiates itself with SKU-level insights and ongoing consumer trend analysis, offering an end-to-end analytics workflow for personalized recommendations and loyalty strategies. Its goal is to help clients optimize customer engagement and increase sales by turning shopping data into clear, actionable insights for marketing, assortment, and loyalty programs.
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Company Size
1-10
Company Stage
Seed
Total Funding
$6.6M
Headquarters
New York City, New York
Founded
2024
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EIN.: 992598378 | State of Incorp.: DE | Fiscal Year End: 1231Type: D | Act: 33 | File No.: 021-550942 | Film No.: 251110121
Q3 2026 Recap. Product Recap: Signal, Klaviyo, and More October 8, 2026 Lizzy Young Q3 was about putting retail purchase data to work where your marketing actually runs. You can now send retailer and marketplace purchases to Meta as conversions with Subtotal Signal, launch Klaviyo flows built on retail purchases in a few clicks, and see which campaigns drive linked accounts. Subtotal, Inc. also opened Subtotal up to partner apps, launched new plans (including a self-serve Starter plan), and added new analytics to the Dashboard. Here's a look at what shipped. Subtotal Signal, starting with Meta. Subtotal Signal is a new product that sends retailer and marketplace purchases, plus account-linked events, to your ad platforms as conversions. Meta is the first destination, through its Conversions API, with per-event settings, retailer conditions, and shopper opt-out handling built in. Your ads get credit for in-store, retailer, and marketplace sales, not just DTC. A revamped Klaviyo integration. The Klaviyo integration now comes with prebuilt segments and Klaviyo-approved flow templates. You also control which individual events are on, can build custom events, and can set purchase date windows. You'll spend less time wiring up events and more time running flows based on what your shoppers actually buy at retail. Campaign tracking with connection tags. Tag connections with a campaign, source, and medium, either in the Subtotal Connect Shopify app or directly on the link URL. The Dashboard then breaks down connections, purchases, and analytics by campaign, showing which campaigns and placements actually drive linked accounts and purchases. Partner apps. Loyalty, review, engagement, and analytics platforms can now build apps that brands install to securely connect their Subtotal data. Partners get a developer dashboard, a review and approval flow, and webhooks. More of the tools you already use can work with your retail purchase data, and all it takes on your end is an install. New plans: Starter, Pro, and Enterprise. Subtotal, Inc. has introduced three plans: Starter, Pro, and Enterprise. Starter is self-serve, so you can sign up and get going on your own. New Metrics and Analytics in the Dashboard. New Metrics and Analytics tabs track active connections, brand purchase rate, brand order value, AOV, and basket share. Subtotal, Inc. also added a Products catalog and Product Groups. A shopper portal at my.subtotal.com. Shoppers now have their own portal, my.subtotal.com, where they can see and manage the retailer accounts they've linked. More transparency and control for your customers builds the trust that keeps them connected. Retailer controls. Brands have more say over which retailers appear in Link. Turn retailers on or off from the Dashboard, the API, or the Subtotal MCP server (which lets you work with Subtotal from AI tools). The MCP server also picked up new tools for retailers and individual purchases. One-Click smile.io install. Owner and Admin roles. Teams can assign Owner and Admin roles in the Dashboard to control who manages what. Link tokens. A new API lets you create expiring, trackable Link URLs, so you can share Link in more places and know where each connection came from. Read the Link tokens docs This is only a snapshot of what Subtotal, Inc. shipped in Q3. You'll also find a long list of smaller improvements across the platform, APIs, integrations, infrastructure, and developer tooling. Subtotal, Inc.'ll be back with more updates as Q4 progresses. In the meantime, if you have questions about anything above or want to get started, book a demo with its sales team or sign up.
Lizzy Young joins Subtotal as Marketing Associate. Meet Lizzy Young, Subtotal's newest Marketing Associate. July 28, 2026 Cole Wilkes Welcoming Lizzy Young, its new Marketing Associate. Subtotal is building something that didn't exist a few years ago. At a company its size, awareness is everything. Nobody can buy what they've never heard of, and in a new category, hearing about it is only useful if the explanation lands. Lizzy joined Subtotal, Inc. as its Marketing Associate to make sure both happen. Lizzy runs its social channels, blog, marketing emails, and ads. She initially joined as its marketing intern and came on full time after graduating from Brigham Young University in April with a degree in Public Relations. Before Subtotal, she worked in digital marketing and social at a handful of startups, so she already knew the pace when she got here. Subtotal, Inc. is stoked to have Lizzy onboard at Subtotal. More about Lizzy. Why did you decide to join Subtotal, and what are you most excited to help build here? Most of my past internships were at startups, and I love the energy and hustle that comes with that. I wanted a role that would stretch me and help me grow in new ways as a marketer, and I was excited to dip my toes into everything, marketing and PR alike, instead of specializing too early in my career. Beyond that, Subtotal just has great people and a great energy about it. I wouldn't want to be anywhere else. What will you be working on in your role? Pretty much anything marketing-related. I manage its socials (LinkedIn and X, with Instagram and TikTok coming soon), blogs, marketing emails, and ads. Where did you go to school, or what was your previous experience? I graduated from Brigham Young University in April with a Bachelor's in Public Relations and a minor in Business. Before that, I had several internships, all in digital marketing and social media. Any advice that's stuck with you? It's a little silly, but my mom always told me I can have everything I want, just not all at once. As a young adult, it's easy to feel like you need it all right now - the newest products, the nicest house, constant travel, your dream job, love, kids, the cool city, time with family, all of it. The truth is you can have all of that, just not at the same time. That advice has helped me put my twenties into perspective and work hard where I can without expecting everything at once. There's a real peace in knowing I have my whole life to chase all of my goals and dreams. Favorite podcast, book, or show right now? Huge true crime fan, Dateline and Crime Junkie are my favorite. If you weren't in your current field, what would you be doing? I studied Public Relations, so honestly I'd probably still be doing something in that world. What's your "touch grass" activity to get away from screens? This might be awful, but I love shopping. The mall is my version of nature, I don't even have to buy anything, just filling up my cart and people-watching is enough to fill my cup. What's your most controversial food opinion? Hot sauce goes on everything. If you had to give a TED Talk tomorrow, what would it be about? Not to feed the "basic girl" allegations, but I could talk about Taylor Swift for hours if someone let me. What's a hobby or interest people might not expect? I've somehow developed a real love for cooking, which is funny because I hated it for the first two years of college. Now I love putting on a podcast and cooking dinner after work.
Subtotal x Smile integration. Easily reward customers for purchases they make at Walmart, Amazon, Target, and other retailers. Cole Wilkes Co-Founder and CEO Subtotal, Inc. partnered with Smile to make it easier for merchants to reward customers for buying their products from major retailers. Take a look at its integration docs to get started. Its partners at Smile recently wrote a great piece on why omnichannel loyalty matters. Subtotal, Inc. has made that case a few times ourselves, in How Shoppers Think and The Future of Loyalty. So this post isn't about why. It's about what's now possible. What changes. Historically, brands that wanted to reward retail purchases were limited to clunky, outdated methods like receipt scanning or printing codes on the inside of packaging. Yep, you read that right: inside the packaging.Subtotal, Inc. all know Gen Z isn't snapping pictures of receipts or typing alphanumeric codes from under a bottle cap. So what are they doing? They're making purchases with their retailer accounts. Now, customers can connect those accounts and earn points automatically. Two ways to reward. The integration adds two earning methods to your Smile program. * Points for linking a retail account. Reward customers the moment they connect a retailer like Target, Walmart, or Amazon. A linked account is a verified buyer, and the start of a relationship. That's worth rewarding on its own. * Points for every qualifying purchase. Award points per dollar spent at the retailers you choose. You set the rate, pick which retailers qualify, and money spent on your products is converted to points automatically. The points show up in the customer's Smile activity feed, right next to their online orders. One identity. One balance. One program. It just works. There's nothing new for your members to learn. They keep shopping the way they already do. When someone links a retailer account and makes a qualifying purchase, Subtotal applies your earning rules and awards the points in real time. No app to download, no extra step at checkout, and certainly no need for a paper receipt. Getting started. Get started today by signing up for Subtotal and following the steps in its integration docs. If you prefer some white-glove treatment, or you'd like to see the integration in action first, book a demo with its team.
Stone Mele joins Subtotal as Staff Software Engineer. Meet Stone Mele, the newest member of Subtotal's engineering team. Cole Wilkes Co-Founder and CEO Welcoming Stone Mele, its new Staff Software Engineer. At its core, Subtotal is a data company. Working with data at the scale Subtotal, Inc. do is genuinely hard and requires real expertise to do it well. Stone, who joined Subtotal, Inc. in December as Staff Software Engineer, brings that expertise to its Engineering team. Stone is a relentless builder and brilliant computer scientist, with deep data and ML chops sharpened across research and finance. He works across the full engineering stack, focused on leveling up how Subtotal turns raw purchase data into actionable insights for its brand partners. Subtotal, Inc. is stoked to have Stone onboard at Subtotal. More about Stone. Why did you decide to join Subtotal? I was super excited to work with Jordan and Cole again. Subtotal, Inc. went to college together and worked closely on many projects during that time. I knew they had built a great team around a great idea, it was an easy decision to join. What excites you most about your role? I get to learn something new every day. No idea is too crazy, and everyone is open to learning, sharing, and trying. That kind of environment is hard to find. What are you most excited to help build at Subtotal? I have a data and ML background, so I'm hoping to use the skills I've built up to level up Subtotal's insights and data capabilities. There's a lot of interesting work to do there. Where did you go to school and what's your background? I got my Masters from the University of Utah in 2019. After a brief attempt at research, I moved into the finance industry and then joined Subtotal at the end of last year. What's a project or accomplishment you're especially proud of? I made some pottery last summer and was really proud of how it turned out. There's something satisfying about starting something completely from scratch and seeing it through to the end. What's a hobby or interest people might not expect? I'm a Jiu Jitsu purple belt, and I've been keeping an ant colony for a while now. Both require more patience than you'd think. Favorite podcast, show, or creator right now? The H3 Podcast. Always entertaining. If you weren't in your current field, what would you be doing? Some kind of field biologist, deep in a jungle or at the bottom of the ocean studying plants and animals. I think about this more than I probably should. What's your "touch grass" activity? I have a very energetic poodle who needs a lot of walks. Honestly, if it wasn't for him I'd probably never leave the house. Most controversial food opinion? Going vegan. I've been vegan for about 12 years now and it's always controversial when it comes up. Favorite place you've visited? Carmel, California. It was awesome. If Subtotal ever goes public, I'm buying a house there. Any advice that's stuck with you? Start simple.
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Industries
Company Size
1-10
Company Stage
Seed
Total Funding
$6.6M
Headquarters
New York City, New York
Founded
2024
Find jobs on Simplify and start your career today
Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs