QuickBooks + AI · Your answers are only as good as your data

Your QuickBooks wants
to be smarter.
Are you feeding it right?

Intuit Intelligence can now answer the growth questions you always wanted to ask. But the answers are only as good as the data behind them.

✓ Same AI ✓ Same QuickBooks ✓ Richer commerce data

Summary connector monthly totals only

Why did my margins drop last month?

Net income fell $4,300. Revenue was up 7%, so costs must have risen. I can't identify which product or channel drove this — that level of detail isn't in your books.

Can't go deeper

Why did my margins drop last month?

One cause: Amazon FBA storage fees on Beach Towel Pro jumped from $1,200 to $4,400

Try asking

Why it matters

The AI didn't change. The data did.

Intuit Intelligence reasons over whatever is inside your QuickBooks. Feed it summaries — you get summaries back. Feed it order-level data — it can actually answer.

Without Webgility

One journal entry per settlement period. Revenue. Expenses. Done. The AI can tell you if you made money. It can't tell you why margins dropped, which product to cut, or where your Amazon payout went. That data was never posted. It was never there.

With Webgility

Every order is its own line item. Every fee, every refund, every storage charge — attributed to the right account and channel. SKU-level margins. Channel-level margins. When the AI answers, it names the product, the number, and the fix. Not because it's smarter. Because the data is finally all there.

Why Webgility goes Beyond Sync

Most connectors were built to balance books.
We built ours to answer questions.

When Webgility was designed, we made a deliberate architectural choice that most connectors didn't: post every order as its own atomic record — with its own SKUs, fees, refunds, and channel attribution. Not rolled into a settlement batch. Not summarised by period. The actual event, exactly as it happened.

The reason is simple. Summary-level accounting was invented to balance a ledger. It was never designed to answer questions like which product is actually making money or is my Amazon channel worth scaling. Those are growth questions — and they require the complete story, not an aggregate.

Finance has always been hard for sellers to navigate. Too much jargon. Too many accounts. Too little clarity on what it all actually means for the business. What AI changes — when it has the right data — is that sellers no longer need to translate between commerce reality and accounting language. You can just ask. And get an answer that names the product, the number, and the next move.

Order-level detail

Every order is its own traceable record — SKU, fee, channel, margin. Not a monthly summary.

Financial integrity

Invalid postings blocked before they reach QuickBooks. No forensic cleanup at close.

Growth-ready data

Built so that when AI asks your books a question, the answer is actually in there.

Same question. Two very different answers.

You ask

Summary connector says

Webgility-powered says

"Why did my margins drop last month?"

Revenue fell. Expenses rose. Cannot identify which product, channel, or fee drove the change.

FBA storage on BTP-STD spiked $3,200 — a 267% jump from January pre-season build. Fix: adjust restock timing.

"Which product should I double down on?"

No SKU-level data in QuickBooks. Cannot determine which product is most profitable.

SSB-3PK: 61% margin, 0.6% refund rate, zero FBA storage risk. This is your scale candidate.

"Am I actually profitable on Amazon?"

Amazon settlement was $43,200 this month. Cannot break out channel-level margin.

Amazon: 12.8% margin rate. Shopify: 34.2%. Your Amazon channel is subsidized by Shopify. Scale Shopify first.

"Can I afford a 20% discount?"

Revenue would fall ~$25K. Probably not advisable. Cannot say which SKUs absorb it.

BTP-STD on Amazon goes to -$1.96/unit at -20%. Do not discount that product on that channel. SSB-3PK on Shopify holds at $9.00/unit — safe.

Ready when you are

You have questions.
Make sure your books have the answers.

Webgility posts every order, fee, and payout to QuickBooks as its own line item — automatically, every day. So when you ask, your books actually know.

Schedule a Demo Try for free

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