What's included

• Automated Expense Tracking & Reporting

  Automate the tracking of expenses and generate detailed reports. Use Zapier to sync expense data from your ecommerce platforms, invoices, and payments, providing real-time financial updates and simplifying tax preparation.

• Centralized Financial Data Management

  Create and maintain a centralized financial data hub. Use Zapier to automatically pull data from various platforms (e.g., ecommerce sales, payments) into organized spreadsheets, enabling easier tracking of income, expenses, and budgets.

• Financial Reporting Automation

  Set up automated financial reports to include profit and loss statements, balance sheets, and cash flow analysis. These reports will be generated on a regular basis (e.g., weekly or monthly), ensuring that you always have up-to-date financial insights.

• Invoice Creation & Payment Tracking

  Streamline the creation and management of invoices. Track the status of invoices, monitor payment deadlines, and automate reminders to clients, ensuring timely payments and smooth cash flow management.

• Budgeting & Cash Flow Management

  Set up automated cash flow tracking and budgeting systems for detailed financial forecasting. Track budget allocations, financial goals, and milestones to ensure that your business stays on track financially.

• Bank Reconciliation Automation (BONUS for new clients)

  Automate bank reconciliations by syncing transactions directly from your business bank accounts. Use Zapier to connect other platforms, ensuring all income and expenses are accurately recorded and categorized in real time. Simplify the reconciliation process and maintain up-to-date, error-free financial records by automatically matching bank transactions with your books.