From Orders to Accounting - Webgility and Xero
Handle It All
No more manual data entry
Our Xero automation transfers everything automatically, freeing up valuable time.
Automated Data-sync
Sales orders, payments, refunds, and customer data flow seamlessly between your e-commerce platforms and Xero in real-time.
Accurate order posting
Every order—whether from Shopify, Amazon, or elsewhere—is recorded in Xero with correct line items, quantities, taxes, fees, and customer info.
Simplified tax preparation and filing
With Xero automation, your tax data stays accurate, categorized, and ready for filing year-round.
Profitability analysis by product/channel
Track revenue, costs, and margins for each product and sales channel to identify top performers and optimize your product mix and marketing investment.
Support for multi-channel and multi-currency
Handle multiple storefronts and regions with ease. Webgility keeps everything in sync.
Track Online Revenue
Gain complete visibility into your online revenue streams with automated tracking that captures every sale, fee, and transaction across all your digital channels. Our integration provides real-time revenue insights, helping you understand which platforms drive the most profit and make data-driven decisions to grow your ecommerce business.
Sync and track orders and inventory for all your sales channels from a single dashboard
Accurately track the revenue, taxes, and fees from all channels
Assign sales transactions to the appropriate accounts based on sales channel, payment method, and more
Enjoy fully accurate accounting sync and reconciliation with no manual data entry
See financial reports for your entire business and make smarter, more strategic decisions
Ecommerce Accounting Automation
Simplify your bookkeeping and eliminate manual data entry by automating your entire eCommerce accounting workflow. With Webgility and Xero, every order, fee, and refund is automatically recorded—giving you accurate, up-to-date books without the hassle.
Automatically sync online orders from platforms like Shopify, Amazon, eBay, etc., into Xero in real time or scheduled batches
Complex transactions like shipping costs, sales tax and refunds are automatically broken down into proper journal entries and recorded
Correctly map and apply sales tax from storefronts to the right accounts in Xero
Automatically sync refunds and chargebacks with appropriate ledger impact
Instant access to profit margins by channel, product, or order
Manage accounting across several storefronts and currencies with localized compliance
Real-Time Reporting
and Analytics
Our integrated reporting system transforms raw transaction data into actionable intelligence, giving you instant visibility into profitability, cash flow, and performance across all your sales channels without waiting for month-end reports.
Automatically calculate and report COGS for each order, product, or sales channel
Automated P&L statements with multichannel breakdown
Cash flow forecasting based on sales trends and payment cycles
Offers seasonal trend analysis for inventory planning and marketing
Reports on return rates and refund analysis by product and channel
Automated Support Intelligence
Webgility’s AI-powered support tools help you resolve issues faster, reduce manual work, and stay ahead with proactive insights—so you can focus on growing your business while we handle the complexity behind the scenes.
Get expert guidance on maximizing your Xero automation setup, configuration, and troubleshooting through an interactive assistant trained on Xero and Webgility workflows
AI suggests help articles, video tutorials, or community threads tailored to your issue—no need to search manually
Support requests are intelligently routed to the right specialist based on your account history and issue type
Real-Time Stock and Pricing Synchronization
Webgility’s real-time system instantly updates stock levels and pricing across every platform, preventing overselling while ensuring customers see accurate availability and consistent prices wherever they shop.
Update pricing from a central location and push changes across all storefronts to avoid discrepancies
Xero automation instantly updates stock levels and pricing across every platform
Sync inventory and pricing for complex product types like bundles, kits, and variants
Margin calculations update instantly with cost or price changes
End-to-end support from integration to optimization
Get paired with a certified ecommerce accounting expert who understands your specific business model and integration requirements. Your dedicated specialist guides you through the entire setup process, from initial platform connections to custom workflow configuration, ensuring everything works perfectly for your unique needs.
Get help anytime from our team of accounting experts, with unlimited access and no additional cost.
Online store or Marketplace or Point of Sale
B2B, DTC, Retail, Wholesale, or Subscription-based
In-house, 3PL, FBA or Dropshipping
Single channel, Multichannel, or Omnichannel
No credit card required.
