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Customer Story

How a Specialty Coffee Roaster Modernized Its Multi-Channel Operations

By automating transaction processing and integrating all sales channels, Red Bay Coffee improved efficiency, accelerated financial close, and focused on growing their business.

Red Bay Coffee customer story video

Key Results

Automated transaction processing across Amazon, Square, and Shopify

Significantly reduced manual effort and improved financial statement closing times

Enabled seamless multi-channel selling and business model adaptation during the pandemic

About Red Bay Coffee

Red Bay Coffee is a specialty coffee roaster and retailer based in Oakland, California. With a mission to serve high-quality coffee and foster community, Red Bay operates cafes, online stores, and wholesale operations.

Industry
Food and Beverages
Business Type
B2C
Customer Since
2020
Location
Oakland, California, United States
Tools Implemented
NetSuite, Amazon, Square, Shopify
Their Mission
Delivering exceptional coffee experiences while supporting the community and adapting to new challenges.
Red Bay Coffee
The Challenges

Red Bay Coffee Faced

  1. 1
    Manual Data Processing: Before Webgility, Red Bay Coffee struggled with time-consuming manual transaction entry and reconciliation across multiple sales channels.
  2. 2
    Complex Multi-Channel Operations: Managing data from Amazon, Square, Shopify, and wholesale created inefficiencies and delayed financial closing.
  3. 3
    Adaptation During the Pandemic: Red Bay Coffee needed to pivot and scale their business models quickly to survive and thrive.
The Solution

Red Bay Coffee Adopted Webgility

  1. 1
    Automated Transaction Processing: Webgility eliminated manual entry, saving substantial time and reducing errors.
  2. 2
    Integrated Sales Channels: Seamless data flow from Amazon, Square, and Shopify into NetSuite improved accuracy and speed.
  3. 3
    Customization and Scheduling: Advanced product mapping and scheduling features ensured smooth operations, even with high transaction volumes.
  4. 4
    Focus on Growth: With back-office processes streamlined, the team could focus on business development and customer experience.
In His Words
Abraham Padilla, Operations Controller
“Webgility significantly improved our efficiency by automating transaction processing and integrating all our sales channels. We saved time, closed our books faster, and could focus on growing the business.”
Abraham Padilla · Operations Controller, Red Bay Coffee
The Demo

Find out what your operational gaps are actually costing you.

Our team of experts will help surface your operations and finance concerns. In 30 minutes, we will discuss your channels, accounting setup, leakages, inventory inconsistencies, and close process.

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Operational Snapshot ● Live
Orders reconciled today 1,247 ✓
Amazon payout tied out $47,241 ✓
Exceptions resolved 3 cleared
Inventory synced All channels ✓
Books status Certified ✓
✦ Books Closed & Certified Verified by M. Reyes · Specialist