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Grow the business. Let operations keep up.
Start with a free workflow assessment and a tailored demo.
Get a free assessmentStart with a free workflow assessment and a tailored demo.
Get a free assessmentStores, ads, carriers, banks, and accounting flow in. Nothing gets typed in twice.
WooCommerceorder 5521 persimmon-10kg qty:6| Source | Type | Party / detail | Amount |
|---|---|---|---|
| Amazon | Order | Apples 5kg × 40 | $1,160.00 |
| Stripe | Payout | Oct 13 payout | $8,412.50 |
| UPS | Shipment | OR-2610-118 delivered | — |
| Gmail | PO | Harbor Foods / Pear gift set × 120 | $4,380.00 |
| Shopify | Order | Apples 5kg × 12 | $348.00 |
| Google Ads | Ad spend | Search, Oct 13 | $184.20 |
| QuickBooks | Bill | Summit Trading / purchase | $2,450.00 |
| eBay | Order | Pears 7.5kg × 8 | $292.00 |
| American Express | Card | Swift Freight / freight | $95.40 |
| WooCommerce | Order | Persimmons 10kg × 6 | $216.00 |
Order, tax, banking, and HR data gather on their own. No more downloading from each site and retyping.
Where orders arrive and goods leave
What comes in: POs and quote requests
Done for you: Orders entered right awayWhat comes in: Store orders and settlement files
Done for you: Orders entered, payouts checkedWhat comes in: Tracking, deliveries, and returns
Done for you: Deliveries and returns confirmedWhat comes in: Shipping and customs papers
Done for you: Landed cost including customsWhere money moves and filings happen
What comes in: Sales and purchase invoices
Done for you: Missing invoices foundWhat comes in: Cash receipt records
Done for you: Sorted into accountsWhat comes in: Filing and payment records, business status
Done for you: Sales tax data readyWhat comes in: Deposits and withdrawals
Done for you: Payments matched and sortedWhat comes in: Card spending
Done for you: Expenses sortedWhat comes in: Card sales and payouts
Done for you: Card payouts checkedWhat comes in: Utility and bill payments
Done for you: Bills sortedWhat comes in: Daily published rates
Done for you: Rates applied by dateWhere people and hours are recorded
What comes in: Enrollment results and premium notices
Done for you: Benefits applied to payrollWhat comes in: Clock-in and clock-out records
Done for you: Hours totaledStores, ads, carriers, banks, and accounting. Connect what you already use.
Amazon Seller CentralAmazon Vendor CentraleBayEtsyWalmart MarketplaceTarget PlusWayfairTikTok Shop
Faire
Newegg
Mercado Libre
RakutenShopifyWooCommerceBigCommerceMagentoSquarespaceWixGoogle AdsMeta AdsAmazon AdsTikTok AdsMicrosoft AdsPinterest AdsCriteo
Google Analytics 4UPSFedExDHLUSPSShipStationShipBob
FlexportMastercardAmerican ExpressStripePayPalSquareShopify PaymentsQuickBooksXeroSquare POSClover
Toast
LightspeedGmailOutlookExcel
Google SheetsDropboxAI matches most of it, so you check only a few. No wrong numbers end up in your books.
Operating account / Corporate card / Oct 14
Just 2 left to check.
Every product runs on the same company data. We’ll work out where to start during your consultation.
