Bank & Credit Card Reconciliation for E-commerce Bookkeepers with Shopify
The Problem
Monthly close for E-commerce Bookkeeping clients stalls on stubborn reconciling items — duplicate card charges, uncleared deposits, miscoded transfers — and the team burns Friday nights hunting them.
What We Build in Shopify
AI matches bank and card feeds to QuickBooks Online entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running Shopify — uses the native API or agent integration so nothing leaves the system of record.
Shopify Integration Approach
Audit your Shopify configuration
We map the specific Shopify objects, custom fields, and workflows the automation needs to touch for your e-commerce bookkeeping practice.
Build on the Shopify API or agent
Integration happens inside Shopify — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Shopify with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Shopify instance
30-minute call. We'll look at your actual Shopify setup and show exactly how this workflow fits.