Stop Chasing Client Data
Webgility pulls, categorizes, posts, and reconciles ecommerce data automatically, so bookkeepers can do accounting instead of hunting for settlements, deposits, and missing reports.
They Take Three Times as Long. They Don't Pay Three Times as Much.
You know the client. The one where close month starts with three days of emails before you have what you need. The Amazon settlement that didn't export in the right format. The Shopify payout that came in as a single deposit with 47 undifferentiated orders inside it. The WooCommerce file that uses column headers only that platform understands. You're not doing accounting yet — you're managing a data logistics problem that shouldn't be yours to solve.
The complexity is real, but it's not inherent to ecommerce. It's the result of selling on platforms that weren't designed with your workflow in mind. Webgility is the translation layer between those platforms and QuickBooks. Your ecommerce clients stop being your hardest clients. They start taking the same time as everyone else.
- Wait for Amazon settlement export
- Reformat Shopify CSV before import
- 25+ deposits to identify and match
- FBA fees to manually categorize
- 3–5 days · caveats expected
- Settlement pulled and posted automatically
- All 47 Shopify orders pre-mapped to CoA
- All deposits matched and categorized
- All fees posted to correct accounts
- Hours · review and certify · done
Every Channel Arrives as a Different Mess
Amazon settlement reports label revenue as "Transfer" and net out fees before you see a dollar. Shopify payout CSVs group dozens of orders into a single deposit with no per-order breakdown unless you dig. WooCommerce exports in formats that mean nothing to QuickBooks without a manual mapping step. Each channel requires its own translation ritual — in a format only that channel uses, every single period.
Webgility handles the translation for every channel, every period, before you open the file. Amazon "Transfer" becomes Sales Income with the correct recognition date. FBA fees split into their own COGS accounts. Shopify orders post individually, not as a single lump. The mess doesn't reach you.
Your Client Stops Being Your Data Gatherer
Of course you need last month's Amazon settlement report. Of course you need answers on those 25 deposits. But if your client has to hunt for the data, you're not doing accounting yet. You're managing a scavenger hunt — and they're the ones running it on your behalf.
Webgility pulls and reconciles the data automatically. Your client doesn't gather anything. The month arrives already assembled: every settlement pulled, every order posted, every exception flagged and documented. You open QuickBooks ready to certify, not ready to start over.
See Webgility in Action.
A real instance pre-loaded with sample orders, channels, and accounting entries. Nothing to install. No account needed.
Your Workflow Doesn't Change. What's in QuickBooks Does.
Webgility writes standard journal entries to QuickBooks using the chart of accounts you've already set up for the client. There's no new system to learn, no parallel ledger to maintain, no custom export format to rebuild when the client adds a channel. Your review process stays the same. Your client relationship stays the same. The only difference is what's waiting in QuickBooks when you open it.
When you onboard a new ecommerce client, you map their channels to their existing CoA once. Every order from every channel posts to the correct account from that point forward. Exceptions are flagged and documented before you arrive. You review the close package, you certify, and it's done. You're still the accountant. Webgility is the infrastructure that makes the accounting possible.
Clean Books on Day One of Close
Every transaction already posted. Every fee already categorized. Every exception already flagged and documented. Your job is to review the close package and certify — not reconstruct what happened last month from four different exports.
More clients, same hours
Ecommerce clients that used to take 3× longer now take the same time as your non-ecommerce clients. On a fixed monthly retainer, that's a significant improvement in margin per engagement — without adding staff.
Fewer questions, faster close
Data requests disappear. Channel exports disappear. The scavenger hunt is over. You open QuickBooks and the month is already assembled, with exceptions documented and ready for your review.
Your workflow, intact
Standard QuickBooks entries. Your existing CoA. Your review and certification process. Webgility operates inside your setup — not around it. The only change is what's already done when you start.
Bookkeepers and clients on the other side of the cleanup.
"The close used to be a 3-day scramble. Now I just run the report."
"Our accountant used to dread our books. Now she says we're her easiest client."
"Once we turn the automation on, it's like a crockpot. You set it, you forget it, your ingredients are in there, and then you just go in and manage the meal."
Accounting Automation
The reconciliation layer that handles channel translation, fee categorization, exception flagging, and period-accurate posting — automatically, every period, before you open QuickBooks.
Accounting automation →How It Works
Order-level processing, channel normalization, automated reconciliation, and human-verified close — the full infrastructure layer, explained in detail.
See how it works →Certified Books Closed
Automated reconciliation plus specialist review every period. Every exception resolved before close, every entry certified. The full close service for clients who need it.
Certified close →Financial Data Integrity
Pre-post validation on every transaction. Mapping errors, sync lag, and unresolved exceptions — all three failure points closed before an entry reaches your client's books.
Data integrity →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.