Every sale and expense already exists somewhere in your systems. Your finance team shouldn’t have to type it in again.
Month-end shouldn’t depend on someone moving numbers between systems by hand. We connect your sales platforms, ERP and operational tools to QuickBooks, Xero, NetSuite Financials or whichever accounting system you use. Transactions land in the right accounts on their own, so nobody has to build a spreadsheet to bridge the gap. Your books close faster because the entries are already there.
Every hand-entered transaction is a chance for a typo, a delay or a missed entry. When sales channels, payment processors, expense tools and payroll sit apart from accounting, your finance team spends the start of each month chasing numbers when they could be reading them. Connected books mean faster closes, cleaner audits and figures you can trust when a decision comes up.
Your team spends days matching transactions from your store, payment processors and ERP before closing the books. Each system shows slightly different numbers.
Income from each channel arrives at different times under different categories, so booking subscriptions, one-time sales and services in the right period becomes a manual puzzle.
Vendor payments, ad spend and shipping costs sit in separate systems. Nobody sees where the money is going until the credit card statement arrives.
Sales tax collected by your online store doesn’t match what your accounting system expects. Each new state or country adds more reconciliation work.
Your chart of accounts is our starting point, and we work outward from there. Mapping every revenue stream, expense category and transaction type shows how money moves through your business and where it belongs in your books. Only after that do we automate journal entries, categorization and reconciliation, with proper handling for refunds, adjustments, multiple currencies and other cases that trip up finance teams.
Sales from Shopify, Amazon, wholesale channels and your ERP reach your accounting system as categorized revenue, split by channel, product line or whatever your reports need.
Stripe, PayPal, Square and other processor transactions reconcile automatically against your books, including fees, refunds, chargebacks and payouts.
We connect expense tools, vendor payment systems and procurement platforms to your accounting system, so expenses are categorized and recorded without manual entry.
Sales tax from every channel and jurisdiction flows into accounting correctly mapped, so filings and remittance rest on accurate, reconciled figures.
We combine accounting, ERP and operations data into reporting views, so leaders get P&L, cash flow and margin reports without waiting for month-end.
We go through your chart of accounts, transaction sources and current close, then list every system that creates or uses financial data.
Each transaction type gets mapped to your accounts, with clear rules for tax treatment, multiple currencies, refunds and adjustments.
We run the finished integrations against past transactions and check the output with your finance team until it matches what they expect.
Go-live happens ahead of a close cycle. We stay with your team through the first automated close and fix whatever surfaces.
We have built financial integrations for businesses dealing with multi-channel revenue, complex tax jurisdictions and the strict rules accounting systems set for how data is formatted and categorized. Your finance team stays involved throughout, so the automation cuts their workload instead of handing them new problems to troubleshoot.
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