E-commerce Accounting
Month-End Close Acceleration & KPI Cadence
The Challenge
A growing Shopify brand's month-end close was taking 4-6 weeks, meaning founders were making decisions on data that was already stale.
What We Did
Automated bank feeds, standardised journal entries, pre-built reconciliation templates, and established a 5-day close process with weekly KPI snapshots between closes.
Results
5 days
Month-end close (down from 6 weeks)
Weekly
KPI cadence established
Real-time
Dashboard visibility achieved
Tech Stack
XeroShopifyA2XCustom KPI Pack
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