Agents › Finance
QuickBooks Store Report Agent
Each Monday it pulls last week's sales, ad spend and orders, puts them next to the week before, and sends you one report with what to fix next. No more building the numbers by hand on Monday morning.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Pulls sales, ad spend and ordersevery Monday
- ✓Compares it to last weekevery Monday
- ✓Sends it with what to fix nextMonday morning
Know what sold and what to fix next.
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 last week's orders
Each Monday it reads last week's Shopify orders and refunds, and which products sold.
Pulls the numbers from your books
It reads your sales and profit and loss report in QuickBooks, including what you spent on ads.
- 3
Compares it to last week
It puts each number next to last week and the last four weeks, and marks anything that moved a lot.
- 4
Writes what to fix next
It names the few things that matter most, like a top product that sold less or ad spend that grew faster than sales.
Sends the report Monday morning
The owner gets one message in Slack with the numbers, what changed and what to fix next.
What you get
Sales, ad spend and orders in one place before your first meeting.
Each number next to last week, with the big moves called out.
The report ends with what to fix next, not just a page of numbers.
What this looks like at your business
Store reportSales, ad spend and orders in one report.
Designed for online storesWeek over weekEach number next to last week and the last four weeks.
Designed for online storesWhat to fix nextThe few things that matter most, in one message.
Designed for online storesBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your QuickBooks Store Report Agent follows your process, your rules and your software, not a template.
Sales, margin, ad spend, orders, returns, or the numbers your team already looks at.
How much a number has to change before it gets called out. You set the line.
Shopify and QuickBooks today. If you use Xero or sell on WooCommerce, your version works there.
Monday at 7, or the day and time your team meets.
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.
Matches ad spend to Shopify orders every day and tells your team what to pause or move between reports.
Know which ads bring in sales.
See this agent →Finds where shoppers leave your store and sends the fix to your team each week.
See where shoppers leave, and why.
See this agent →
Catches orders sitting too long the same day and tells your ops lead and the customer.
Late orders found before the customer asks.
See this agent →Built for
Book a 15-minute call
Get your version of the QuickBooks Store 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 Store Report Agent
Is my customers' information safe?
Yes. The agent reads only the numbers its report needs, in your own Shopify and QuickBooks accounts. Your data never goes into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Does it change my books?
No. It reads your QuickBooks reports. It doesn't add, change or fix anything in your books.
Do I need QuickBooks Desktop?
No. It works with QuickBooks Online, on any plan. QuickBooks Desktop is not covered.
Can it follow the way we report?
Yes. Your version reports the numbers your team tracks, at the time you meet. We set that up with you after the call.
What does it cost?
You get the price on the call, along with the hours it saves your team.