How to Use 8fig Like a Pro (2026 Guide)

快速入门

This guide covers every 8fig feature:

• 入门 — Create your account and connect your store
• How to Use Funding — Access flexible funding for your ecommerce business
• How to Use Restock Planner — Keep inventory stocked based on demand
• How to Use Sales Forecasting — Predict sales volume across channels
• How to Use Cash Flow Planner — Track cash coming in and going out
• How to Use Podcasts — Learn growth tactics from ecommerce sellers
• How to Use Inventory Financing — Fund supply chain costs directly
• How to Use AI-Driven Insights — Get data-backed growth recommendations
• How to Use Adaptive Funding Adjuster — Submit change requests to modify your plan

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

I’ve used 8fig for over six months and tested every feature covered here. This tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

8fig is a funding and planning platform built for ecommerce sellers who need working capital.

Most online sellers only use the funding side and miss the planning tools.

本指南将向您展示如何使用所有主要功能。

一步一步教你，附带截图和专业技巧。

8fig Tutorial

This complete how to use 8fig tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

8图

Get continuous capital matched to your supply chain timeline. 8fig builds a personalized growth plan and delivers funding when you need it most. The 安全 of fixed costs and the benefits of staged capital set it apart. No credit check required.

立即体验 8FIG →

阅读完整评测 →

Getting Started with 8fig

使用任何功能之前，请先完成此一次性设置。

大约需要3分钟。

请先观看这段简短的概述：

现在让我们一步一步来。

第一步：创建您的帐户

Go to 8fig’s website and click “Get Started.”

Enter your email and create a password to begin the application process.

You need at least one valid month of sales 数据 before you can see how much capital you qualify for.

你的 商业 must have at least $100,000 in annual revenue to be eligible.

Sole proprietorships and registered companies both qualify for funding.

✓ 检查点： 检查你的 收件箱 请发送确认邮件。

Step 2: Connect Your Online Store

Link your ecommerce store so 8fig can review your sales history.

The platform supports multiple sales channels like Amazon, Shopify, and Walmart.

8fig connects store and financial data for better planning.

You also need to connect your bank account for payments.

✓ 检查点： You should see your sales data loading on the dashboard.

步骤 3：完成初始设置

Fill in your company details including average monthly revenue and expenses.

8fig needs at least $12,000 average monthly revenue over 3 months.

The platform does not require a credit score check during this process.

How to Use 8fig Funding

Funding lets you access continuous capital for your ecommerce business.

以下是使用步骤。

Step 1: Build Your Growth Plan

Enter your expected costs for inventory, marketing, and operations.

8fig’s funding is based on a personalized growth plan tied to your supply chain.

Step 2: Review Your Funding Plan

The platform shows how much funding you qualify for and when capital arrives.

Unlike a lump sum, 8fig delivers multiple cash infusions on a set schedule.

这就是它的样子：

✓ 检查点： You should see your funding plan with payment dates listed.

Step 3: Accept and Receive Funding

Review the remittance schedule and accept the terms.

Costs are fixed upfront and do not change after approval.

How to Use 8fig Restock Planner

Restock Planner lets you track stock levels and prevent costly stockouts.

以下是使用步骤。

Step 1: Review Current Inventory

Open the Restock Planner from your dashboard to see all product stock levels.

Demand forecasting helps prevent stockouts in your inventory management.

Step 2: Set Restock Alerts

Configure minimum stock thresholds for each product in your store.

这就是它的样子：

✓ 检查点： You should see restock alerts configured for your top products.

Step 3: Place Restock Orders

Use the suggested reorder quantities to keep your supply chain running smoothly.

How to Use 8fig Sales Forecasting

销售预测 lets you predict future sales volume using real-time data.

以下是使用步骤。

Step 1: Connect Sales Channels

Make sure all your sales channels are linked for accurate sales projections.

Real-time data integration allows the platform to analyze sales trends.

Step 2: View Sales Projections

Open the forecasting dashboard to see your projected monthly revenue.

这就是它的样子：

✓ 检查点： You should see a chart with future sales projections.

Step 3: Adjust Your Plan

Use the forecast to update your growth plan and scale your business.

How to Use 8fig Cash Flow Planner

Cash Flow Planner lets you visualize money coming in and going out.

以下是使用步骤。

Step 1: Enter Your Expenses

Add recurring costs like inventory, shipping, and marketing expenses.

Cash flow management starts with knowing where your money goes.

Step 2: Review the Cash Flow Timeline

The planner shows when revenue arrives versus when bills are due.

这就是它的样子：

✓ 检查点： You should see a timeline of cash inflows and outflows.

Step 3: Spot and Fix Cash Gaps

Identify months where expenses exceed revenue and request additional capital.

Managing cash flow properly prevents missed payments to suppliers.

How to Use 8fig Podcasts

Podcasts give you access to free resources and growth tactics from top sellers.

以下是使用步骤。

Step 1: Open the Resources Section

Navigate to the resources area in your 8fig dashboard.

Step 2: Browse Available Episodes

Filter episodes by topic like marketing, operations, or supply chain strategy.

这就是它的样子：

✓ 检查点： You should see a list of 播客 episodes with play buttons.

第三步：运用所学知识

Take notes on tactics that match your business and test them in your store.

How to Use 8fig Inventory Financing

Inventory Financing lets you fund supply chain costs without draining your cash reserves.

以下是使用步骤。

Step 1: Enter Inventory Costs

Input your upcoming purchase order amounts and supplier payment deadlines.

Continuous financing provides multiple cash infusions for managing expenses.

Step 2: Link Supplier Details

Add your supplier information so funds can be allocated to the right point in your supply chain.

这就是它的样子：

✓ 检查点： You should see your suppliers listed with funding allocations.

Step 3: Release Funds to Suppliers

Approve the disbursement and funds go directly toward your inventory orders.

How to Use 8fig AI-Driven Insights

人工智能驱动的洞察 gives you data-backed recommendations to grow your e commerce business.

以下是使用步骤。

Step 1: Review AI Recommendations

Open the insights tab to see suggestions based on your sales and cash flow data.

Step 2: Analyze Suggested Actions

Each recommendation shows the expected 影响 on your revenue and growth.

这就是它的样子：

✓ 检查点： You should see a list of prioritized growth suggestions.

Step 3: Apply Changes to Your Plan

Select the suggestions you want and update your growth plan directly.

How to Use 8fig Adaptive Funding Adjuster

Adaptive Funding Adjuster lets you submit change requests to modify your funding plan mid-cycle.

以下是使用步骤。

Step 1: Identify What Changed

Decide if you need more capital, a different remittance schedule, or adjusted timing.

Users can adjust their remittance schedule based on sales performance.

Step 2: Submit a Change Request

Go to your active plan and click “Request Change” to modify the terms.

这就是它的样子：

✓ 检查点： You should see a confirmation that your change request was submitted.

Step 3: Receive the Updated Plan

8fig reviews your request and delivers an updated funding plan within days.

8fig allows unlimited funding requests based on business needs.

8fig Pro Tips and Shortcuts

After testing 8fig for over six months, here are my best tips.

键盘快捷键

大多数人错过的隐藏功能

• 移动应用访问： 8fig provides a mobile app for real-time business updates on funding and inventory while you’re away from your desk.
• Unlimited Funding Requests: Most sellers don’t realize they can request additional capital any time their business needs change.
• Forecast-Driven Restocking: Connect your sales forecasting data to the Restock Planner to automate reorder suggestions based on demand.

8fig Common Mistakes to Avoid

Mistake #1: Requesting a Lump Sum Instead of Staged Funding

Mistake #2: Ignoring the Cash Flow Planner

Mistake #3: Not Submitting Change Requests When Sales Shift

8fig Troubleshooting

Problem: Application Rejected

原因： Your business may not meet the minimum criteria — at least 6 months of operation with $8,000 monthly revenue.

使固定： Confirm your annual revenue exceeds $100,000 and your store has at least 12 months of 贸易 history. Note that 8fig does not support dropshipping businesses.

Problem: Funding Takes Longer Than Expected

原因： Missing bank account details or incomplete store connection can delay receiving funding.

使固定： Double-check that all financial data is connected. Accessing funding via the platform typically takes only a few days once everything is in order.

Problem: Sales Forecasts Look Inaccurate

原因： Not all sales channels are connected, giving the platform incomplete data.

使固定： Connect every store and marketplace where you sell. The more sales data 8fig can access, the better your projections will be.

📌 笔记： If none of these fix your issue, contact 8fig support.

8fig是什么？

8图 is a funding and planning platform that gives ecommerce sellers continuous capital matched to their supply chain.

Think of it like a financial co-pilot for your online store that sends money exactly when bills come due.

Unlike traditional financial services, 8fig matches funding to your supply chain timeline.

观看这段快速概览：

它包含以下主要特点：

• 资金： Get flexible funding in staged infusions based on your growth plan.
• 补货计划表： Track inventory and know when to reorder stock.
• 销售预测： Predict future sales using real-time data from your store.
• 现金流规划器： See when cash comes in and when expenses go out.
• 播客： Learn from experienced online sellers and industry experts.
• Inventory Financing: Fund purchase orders directly through the platform.
• AI-Driven Insights: Get smart growth recommendations based on your data.
• Adaptive Funding Adjuster: Modify your plan mid-cycle with change requests.

如需完整评测，请参阅我们的 8fig review.

8fig 定价

Here’s what 8fig costs in 2026:

免费试用： No free trial, but the application process is free with no upfront fees.

退款保证： Not applicable — 8fig uses a fixed-cost model with no hidden interest or fees.

💰 性价比最高： The simple fixed APR depends on plan duration and execution accuracy. Costs are set upfront so you always know what you pay.

8fig 与其他方案的比较

How does 8fig compare? Here’s the competitive landscape:

观看这段对比视频：

Here’s a quick look at the top funding solutions for online sellers:

快速精选：

• 综合最佳： 8fig — staged capital matched to your supply chain for great experience.
• 最佳预算： Payability — low fees and daily payouts for amazon sellers.
• 最适合初学者： Shopify Capital — easy access if you already sell on Shopify.
• Best for fast funding: Wayflyer — quick advances with flexible terms for online sellers.

🎯 8fig 的替代方案

Looking for 8fig alternatives? Here are the top funding options:

• 🚀 Clearco： Revenue-based financing up to USD 4 million with no equity required. ClearCo provides funding based on your monthly revenue and sales data.
• 💰 飞行者： Fast ecommerce advances with fees ranging from 2% to 8% of the advance amount. Great for sellers who need capital quickly.
• 🎯 SellersFi： Built specifically for Amazon sellers who want working capital without giving up equity in their company.
• ⚡ 支付能力： Get paid daily instead of waiting for marketplace payouts. Ideal for high-volume Amazon sellers who need faster cash access.
• 🛒 Shopify Capital： Built-in financing for Shopify store owners. Easy application with automatic repayment from your store sales.
• 🏢 传统银行贷款： Best for established businesses with strong credit. Lower rates but longer application process and stricter requirements.
• 🔧 信用额度： Flexible borrowing up to a set limit. You only pay interest on what you use — good for managing seasonal cash flow gaps.
• 🌟 众筹： Fund new products by pre-selling to customers. No debt or interest but requires strong marketing and audience support.

⚔️ 8fig 对比

以下是 8fig 与各竞争对手的对比情况：

• 8fig 对比 Clearco： 8fig offers staged capital tied to your plan while Clearco provides a single revenue-based advance with fixed fees.
• 8fig 对比 Wayflyer： Wayflyer is faster to fund but 8fig gives better supply chain alignment and planning tools for sellers.
• 8fig 对比 SellersFi： SellersFi focuses on Amazon sellers only while 8fig supports multiple sales channels and platforms.
• 8位数与支付能力： Payability handles daily payouts while 8fig delivers larger growth-focused capital for scaling operations.
• 8fig 对比 Shopify Capital： Shopify Capital only works on Shopify. 8fig supports any ecommerce store across multiple platforms.
• 8fig贷款对比传统银行贷款： Bank loans require a credit check and collateral. 8fig has no credit check and no collateral needed.
• 8fig vs 信用额度： Lines of credit charge variable interest. 8fig costs are fixed upfront with no surprise fees.
• 8fig 对比众筹： Crowdfunding requires a product launch and marketing budget. 8fig works for existing businesses needing working capital.

Start Using 8fig Now

You learned how to use every major 8fig feature:

• ✅ Funding
• ✅ Restock Planner
• ✅ Sales Forecasting
• ✅ Cash Flow Planner
• ✅ Podcasts
• ✅ Inventory Financing
• ✅ AI-Driven Insights
• ✅ Adaptive Funding Adjuster

下一步： 选择一项功能，立即试用。

Most people start with Funding.

只需不到5分钟。

常见问题解答

What are 8fig’s eligibility criteria?

You need at least 6 months of operation, $100,000 annual revenue, and $12,000 average monthly revenue. 8fig does not support dropshipping businesses or require a credit check.

Is 8fig legit?

Yes, 8fig is a legitimate funding and planning platform used by thousands of ecommerce sellers. Costs are fixed upfront with no hidden fees.

8fig需要抵押吗？

No, 8fig does not require collateral. Funding is based on your personalized growth plan and sales performance, not assets or credit score.

Can 8fig help with cash flow?

Yes, 8fig provides tools for cash flow management and forecasting. The Cash Flow Planner shows when money arrives and when expenses are due.

8fig是如何运作的？

You connect your store, build a growth plan, and receive staged capital tied to your supply chain. Repayments follow a customizable remittance schedule.