Customer Story

"Webgility has significantly improved our clients' financial visibility and positioned us as a trusted partner for ongoing change."

Vector Business Solutions is a San Diego-based consultancy specializing in implementation, integration, and outsourced accounting services. Founder Susie Schade uses Webgility to solve the hardest back-office problems for ecommerce clients, driving client success through automated reconciliation, accurate inventory management, and the unique depth of QuickBooks Desktop integration that her clients depend on.

Client retention
Strengthened by Webgility value
Real-time
Inventory management for clients
QB Desktop
Deepest integration in the market
Trusted partner
For ongoing operational change
The Challenge

Clients struggling with manual reconciliation and disconnected inventory systems

Vector Business Solutions serves ecommerce businesses that need implementation, integration, and outsourced accounting support. Founder Susie Schade regularly encountered clients who were losing hours every week to manual reconciliation between their sales channels and QuickBooks, and whose inventory management was unreliable because real-time updates were not flowing between systems.

Many of Vector's clients use QuickBooks Desktop, which has a particularly deep and complex integration landscape. Managing multiple payment methods and sales channels in QuickBooks Desktop without the right automation layer creates significant ongoing friction. Clients were spending time they did not have on accounting administration that technology should have been handling automatically.

Vector needed a solution they could implement confidently across diverse client businesses, one that would deliver real results, reduce the support burden on their team, and strengthen their reputation as an indispensable ecommerce technology partner. It needed to work especially well with QuickBooks Desktop.

Client Pain Points (Before) Manual
Reconciliation process Manual, time-consuming
Inventory management No real-time updates
Multi-channel accounting Disconnected, error-prone
QuickBooks Desktop integration Complex, unreliable options
Client-advisor relationship Weaker without tech solutions
The Solution

Webgility's automation and unique QuickBooks Desktop depth made Vector a stronger partner for every client

Webgility's automation layer transformed Vector's client engagements. Reconciliation that had consumed hours of client time is now handled automatically. Real-time inventory management keeps client books accurate without ongoing manual intervention. The platform's unique depth of QuickBooks Desktop integration sets it apart from every alternative Vector has evaluated.

By understanding each client's business model and acting as a liaison with Webgility's support team when needed, Susie Schade and Vector maintain long-term client relationships built on demonstrated results. As clients add new sales channels, change platforms, or evolve their operations, Vector is positioned as the trusted partner who can implement the next layer of automation seamlessly. Client retention has strengthened as a direct result of the value Webgility delivers.

Client Results (After) Automated
Reconciliation process Automated, accurate
Inventory management Real-time, reliable
Multi-channel accounting Unified, automated
QuickBooks Desktop integration Deepest in market
Client-advisor relationship Strengthened, long-term
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"Webgility has significantly improved our clients' financial visibility and inventory management by automating data processes. The ease of setup and the unique depth of QuickBooks Desktop integration have strengthened our client relationships and positioned us as a trusted partner for ongoing change."

Susie Schade, Founder, Vector Business Solutions
Accounting Firm + Multi-client Ecommerce Automation

Client financial visibility transformed

Clients who previously struggled to get accurate, current financial data from their ecommerce operations now have real-time visibility into every channel through Webgility's automation.

Trusted partner positioning for Vector

By building Webgility into every client engagement, Vector Business Solutions has become the go-to advisor for ecommerce accounting automation, strengthening retention and deepening long-term client relationships.

The Demo

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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.

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 ✓