Agents › Finance
QuickBooks Sales Report Agent
Every Monday it pulls last week's sales from your Shopify store, your wholesale orders and QuickBooks, compares them to the week before, and sends the report to your team. You know what sold without anyone building a sheet.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Pulls sales from your store, wholesale and QuickBooksevery Monday
- ✓Compares it to last weekevery Monday
- ✓Sends it to your teamMonday morning
Know what sold without building the report.
QuickBooks
Shopify
SlackHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Pulls store sales every Monday
It reads last week's Shopify orders and refunds, by product.
Pulls wholesale and the books
It reads last week's wholesale invoices and payments, and your sales report, from QuickBooks.
- 3
Puts it in one report
It adds store and wholesale sales together, by product and by channel, without counting an order twice.
- 4
Compares it to last week
It shows what went up, what went down, and the products that moved the most.
Sends it Monday morning
Your team gets the report in Slack on Monday morning, with the few numbers that changed the most at the top.
What you get
Store and wholesale sales in one place, without anyone building it.
The products and channels that moved the most this week, compared to last week.
Your team stops pulling numbers from three places by hand.
What this looks like at your business
Sales reportStore and wholesale sales in one report, every Monday.
Designed for wellness and supplement brandsWeek to weekEach week compared to the last, by product and channel.
Designed for wellness and supplement brandsReport in handSent to your team before the week starts.
Designed for wellness and supplement brandsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your QuickBooks Sales Report Agent follows your process, your rules and your software, not a template.
By product, by channel, by buyer, or all three, with the numbers your team looks at.
Your owner, your sales lead, or a Slack channel your team already uses.
Shopify and QuickBooks today. If you sell on Amazon or keep your books in Xero, your version reads there.
Monday morning, or another day and time that fits how your team plans the week.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Enters wholesale orders from email the same day, so they are in your system when the Monday report is pulled.
No more typing in wholesale orders.
See this agent →
Tracks how fast each product sells and builds purchase orders, using the same sales this report shows.
Reorders go out before you run low.
See this agent →
Follows up on failed payments and tells your team who may cancel, which shows up in the week's subscription sales.
Fewer subscribers lost to a failed card.
See this agent →Built for
Book a 15-minute call
Get your version of the QuickBooks Sales Report Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the QuickBooks Sales Report Agent
Is my customers' information safe?
Yes. The agent reads only the sales its job needs, in your own Shopify and QuickBooks accounts. Customer details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Will it change my books?
No. It reads sales from Shopify and QuickBooks and sends a report. It doesn't change your books.
Can it show the numbers we use?
Yes. Your products, your channels and the way you group them are set up in your version.
Can I turn it off?
Yes. Remove its access in QuickBooks and it stops right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.