Simplify your accounting by syncing directly with QuickBooks. Try QuickBooks Sync!

Financial Reports

Make selling easier with better insight into your entire business.

small business financial report

Financial Reports

See it all on one dashboard

  • NEW 1-Click Accounting for Amazon: Fully and accurately reconcile in a matter of minutes after your Amazon settlement period.
  • Get insights on—and deeper understanding of—revenue and expenses across all stores and marketplaces.
  • See key metrics to learn which platforms and marketplaces are working for you (or not).
  • Monitor business-wide marketplace fees, expenses, revenue, order trends, and profit and loss.
  • Learn total revenue after shipping costs and the all-in profit of your entire business to improve profit margins.


small business customer report

Customer Reports

Learn more about your biggest fans

  • Bridges the gap between your stores and customers with strategic insights.
  • Keep order-level notes about customer interactions, discounts, promotions, and more.
  • Customize customer marketing to move inventory faster based on who they are, where they live, and what they spend and buy.
  • Build brand value and loyalty by bolstering your customer service, strategic marketing, and sales.


small business inventory report

Inventory Reports

Take stock in an instant

  • Easily learn gross profit, post-shipping profit, and total profit, and know for sure which SKUs are your true money makers.
  • See what is selling on what stores and quickly adjust vendor orders and fulfillment strategies.
  • Get insights on what inventory and/or warehouse locations cost you the most in shipping and adjust accordingly.
  • Fine-tune supply-chain orders and sales strategies according to trends and patterns.


Sales Forecasting with Lokad - Enterprise Edition

Your clairvoyant guesses. We don’t

  • See the future by connecting your stores and Unify directly into a complimentary Lokad login.
  • Automatically know when and how much to order and prepare inventory ahead of time.
  • Say goodbye to manually exporting, formatting, and uploading CSV files.
  • Schedule in-depth forecasting analytics reports across all sales channels to run daily, weekly, or monthly.


e-commerce business KPIs white paper

A Better Way to Sell: Do you know what your e-commerce KPIs are?

There are a number of top metrics all multi-channel e-commerce companies should have at their fingertips to provide key insights into their business and guide smarter decision making. Learn how to gain easy access to this information (and more) to grow profits for your multi-channel e-commerce business.


HitRECord-Webgility customer review
Unify helped us get our Shopify and QuickBooks Online in sync quickly during a critical period. It's a great solution!
—Wayne Robbins, HitRECord
Unify Enterprise customer review
We do several thousand orders per month and needed a solution that could work with that type of volume.
—Jeff McRitchie,
Unify Enterprise customer review
Unify makes transferring orders from our website to QuickBooks seamless.
—Jamie Turpin, SOMS Technologies
Unify Enterprise customer review
Webgility has been a lifesaver for our business.
—Elizabeth Edwards, The Beaufort Bonnet Company
Unify Enterprise customer review
Finding Webgility was my a-ha moment.
—Carla Sancho, Wedding Collectibles
Unify Enterprise customer review
This application is extremely user friendly. It has streamlined our web sales and has drastically cut down on data entry. We were manually entering every web order until I happened upon this amazing solution.
—Crystal Righton, Mary Square