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Customer Story

See how this Accounting firm helps their clients with Webgility

By implementing Webgility, Vector Business Solutions empowers clients to overcome manual reconciliation challenges, achieve real-time inventory management, and maintain long-term, value-driven relationships through automation and expert support.

Vector Business Solutions customer story video

Key Results

90% reduction in manual efforts for recording Shopify sales and impacts throughout each month

Reduced Amazon posting from approximately 8 hours (manual/Excel efforts) to 1 hour (settlement processing and validation)

Elevated client satisfaction and retention by delivering seamless multi-channel integration and ongoing expert support

About Vector Business Solutions

Vector Business Solutions is a San Diego–based consultancy specializing in implementation, integration, and outsourced accounting services. The team partners with businesses to streamline financial operations, improve data accuracy, and support growth through technology.

Industry
Professional Services / Accounting & Consulting
Business Type
B2B
Customer Since
2023
Location
San Diego, California, United States
Tools Implemented
QuickBooks, multi-channel sales integrations
Their Mission
Helping businesses overcome operational inefficiencies and build sustainable growth by delivering expert implementation and ongoing support for accounting and e-commerce integration tools.
Vector Business Solutions
The Challenges

Vector Business Solutions Faced

  1. 1
    Manual Data Processing: Clients struggled with time-consuming manual reconciliation and lacked real-time inventory management before adopting Webgility.
  2. 2
    Complex Integrations: Managing multiple payment methods and sales channels was challenging, especially for QuickBooks Desktop users.
  3. 3
    Ongoing Support Needs: Clients needed a partner to handle integrations and serve as a bridge with Webgility support, ensuring continuous engagement and value.
The Solution

Vector Business Solutions Implements Webgility for Clients

  1. 1
    Seamless Setup and Onboarding: Webgility’s straightforward setup and onboarding process, along with its strong support for QuickBooks Desktop, enabled rapid adoption for clients.
  2. 2
    Continuous Engagement: By understanding clients’ businesses and acting as a liaison with Webgility support, Vector maintains long-term relationships and helps clients adapt to new sales channels and operational changes
  3. 3
    Supporting Growth: With automated processes and real-time data, clients can focus on scaling their businesses and improving employee satisfaction.
In Her Words
Susie Schade, Founder, Vector Business Solutions
“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
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.

Schedule a Demo →
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