Order-to-deposit reconciliation

Deposits Never Match Orders

Webgility reconciles the gap between orders and deposits by accounting for fees, refunds, reserves, payouts, settlement timing, and payment processor behavior.

3 gaps
Settlement timing, fee netting, reserves
100%
Order-level traceability
0
Unmatched entries carry forward
Pre-post
Validation before every entry
The Settlement Gap

Three Reasons, Every Month

Settlement timing: payouts happen on cycles, not per-order. Fee netting: platforms deduct fees before paying out. Reserve holds: Amazon and others hold a percentage against returns. Every one of these creates a gap between your orders and your deposit.

Without reconciliation, your bookkeeper is manually tracing each one. With Webgility, it posts automatically: matched, categorized, and verified.

December Settlement Gap: Amazon US Under reconciliation
Orders shipped Dec 1–7Settlement Dec 3 · $112,000
Orders shipped Dec 8–14Settlement Dec 17 · $68,000
Reserve held$14,200 · expected Dec 31
Referral + FBA feesNetted before payout · $18,450
Total revenue recognized$212,650 · all accounted for
Match. Flag. Post.

Every Settlement Matched Before It Posts

Webgility pulls your settlement report, matches each line to the orders in that period, identifies every fee and deduction, and posts the net deposit to the correct bank account entry in QuickBooks. If something doesn't match, it's flagged before it posts.

The distinction matters: a connector posts everything and lets your accountant find the problems. Webgility finds the problems before they post.

RECONCILIATION · SHOPIFY PAYOUT SP-2026-0516
payout_amount$14,882.44
orders_matched47 orders · $15,641.00 gross
fees_netted$758.56 · 4 fee categories
refunds_cleared$0 this period

amount_check✓ PASS: $14,882.44 reconciled
order_match✓ PASS: all 47 orders traced
fee_mapping✓ PASS: all categories mapped

status✓ CLEARED FOR POSTING
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Exception Management

Caught Before They Compound

An unmatched fee that posts silently becomes an accounting error that compounds every month. Webgility catches it before it posts, holds it as an exception, routes it for review, and prevents it from landing in the wrong account.

Auto-detection

Every settlement line is compared against expected values and historical patterns. Fee increases, timing anomalies, and payout mismatches are flagged automatically on the day they occur, not at month-end close.

Specialist resolution

Flagged exceptions route to Webgility's close specialists for review. They resolve each one, update your workflow rules, and document the resolution. Nothing carries forward to next month unresolved.

Zero carry-forward

Every exception is resolved before the close is certified. No items in suspense. No entries carried to the next period. Your books close with a full audit trail and zero unmatched items.

Full Traceability

Every Entry Has a Source

Every reconciled transaction has a full audit trail: source order, settlement line, fee breakdown, and QuickBooks entry, all linked. When your accountant or auditor needs to trace a deposit, they can do it in under a minute.

The reconciliation isn't a monthly job. It runs continuously: every settlement, every payout, every adjustment, so when you open your books, they're already correct.

Manual reconciliation
Monthly cleanup
  • Settlement reports downloaded per channel
  • Manual matching to QuickBooks entries
  • Fees traced line by line each period
  • Errors found during close, or not at all
  • Reserve timing calculated manually
Webgility reconciliation
Continuous truth
  • Every settlement pulled automatically
  • Each line matched to source orders
  • All fees mapped to correct accounts
  • Exceptions caught before posting
  • Reserve balances tracked in real time
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.

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 ✓