Shopify Ops Suite

Finance-ready orders with zero manual work

Orders hit Shopify and instantly sync to finance, inventory sheets, and Slack. This automation keeps payouts reconciled and ops informed.

intermediate2-3 weeksoperations

Integrations used:

Order data lives in silos

Finance, ops, and support rely on manual exports to stay aligned.

Invoices are created manually after orders close

Ops learns about large orders too late

Inventory and payouts are tracked in disconnected spreadsheets

Refunds and cancellations are not synced consistently

Automated synchronization keeps every team in the loop.

Capture Shopify events

New orders, refunds, and fulfillments trigger the workflow immediately.

Create finance records

Invoices and credit notes generate in QuickBooks or Xero with line items, taxes, and customer details.

Notify ops in Slack

Slack alerts highlight high-value orders, low inventory flags, and fulfillment exceptions with quick links.

Update reporting sheets

Google Sheets dashboards stay current with order status, payouts, and refund data.

Cleaner books

Invoices and credits stay in sync with Shopify.

100% accounting coverage

Fewer fulfillment surprises

Ops gets alerts before issues escalate.

Live reporting

Sheets dashboards update automatically—no exports needed.

Time back for the team

Finance and ops avoid repetitive manual entries.

Ecommerce brands scaling order volume

Sync orders to finance and ops with alerts for high-value or risky orders.

Agencies managing multiple Shopify storefronts

Centralize reporting and notifications across many stores without manual exports.

Finance teams reconciling payouts and refunds

Push invoices and credits to accounting while tracking payouts in sheets.

Ops teams needing real-time order alerts

Get Slack pings for fulfillment exceptions, low stock, and refunds immediately.

Book a free consultation and we'll customize this template to your specific workflow and business needs.