Finance & Accounting for Retail & E-commerce

Retail financial operations, simplified

Unify online, in-store, and marketplace sales in one AI-native finance platform built for omnichannel retailers, DTC brands, and e-commerce operators.

Schedule a demo
Complete omnichannel revenue visibility

Connect Shopify, Amazon, POS, and wholesale channels in a single ledger. Track every sale, return, and fee with automated reconciliation and real-time cash position across all payment processors.

Retail Omnichannel Revenue

Built for retail finance teams

Multi-channel sales reconciliation

Automate revenue recognition across web, marketplace, retail, and wholesale channels. Reconcile Shopify, Amazon, Stripe, and POS data with one-click settlement matching and fee tracking.

Multi-channel sales reconciliation
Inventory & COGS by channel

Track stock levels, turnover, and cost of goods sold by channel, warehouse, or SKU. Automate FIFO costing, transfer pricing, and channel profitability with real-time margin visibility.

Inventory and COGS analytics
Returns & refunds automation

Automate refund journals, inventory put-backs, and payment processor chargebacks. Track return rates by channel, category, and SKU to protect margin and reduce fraud exposure.

Returns and refunds reporting

Multi-entity accounting for retailers

Global brand consolidation

Consolidate financials across stores, warehouses, and regional entities. Automate intercompany eliminations for stock transfers and standardize charts of accounts across global retail operations.

Global retail consolidation
Channel-level profitability

Track revenue, fees, and fulfillment costs by channel. Compare DTC, Amazon, wholesale, and retail margins to optimize pricing, marketing spend, and inventory allocation decisions.

Channel profitability analysis
Retail Finance Insights
Automated sales tax compliance

Calculate, collect, and remit sales tax across every state and country automatically. LEDGER tracks nexus thresholds, rate changes, and filing deadlines with real-time tax liability reporting.

Payment processor reconciliation

Match transactions from Stripe, PayPal, Shopify Payments, and Square to bank deposits automatically. Track fees, refunds, and chargebacks with one-click settlement reconciliation.

Regulatory audit trails

Maintain immutable audit trails for every transaction, adjustment, and refund. Support SOX-compliant workflows, role-based access, and automated audit trails for omnichannel retail operations.

Real-time retail finance analytics

Financial control without operational friction

Bring merchandising and finance together with dashboards that show sell-through rates, basket size, and customer acquisition cost. Empower CFOs and FP&A teams to make faster, data-driven decisions.

Retail Financial Analytics
KPI dashboards for retail CFOs

Monitor gross margin by channel, inventory turns, customer acquisition cost, lifetime value, and sell-through rate in real time. Set thresholds and alerts to surface issues before they impact cash flow.

Retail CFO KPI dashboard
Budget vs. actual by channel & category

Compare budgeted and actual performance by sales channel, product category, or region. Adjust forecasts dynamically based on seasonality, demand trends, and promotional calendar shifts.

Budget versus actual reporting

Retail Finance & Accounting FAQ

LEDGER connects Shopify, Amazon, POS, and wholesale channels in one ledger. It automates revenue recognition, fee tracking, and payment processor reconciliation with real-time cash visibility.

Yes. LEDGER consolidates unlimited stores, warehouses, and regional entities with automated intercompany transactions, stock transfer pricing, and elimination entries while preserving local statutory reporting.

LEDGER calculates, tracks, and reports sales tax liabilities across jurisdictions automatically. It monitors nexus thresholds, rate changes, and filing deadlines with real-time tax position visibility.

Yes. LEDGER automates refund journals, inventory put-backs, and chargeback tracking. It monitors return rates by channel and SKU with automated margin impact analysis.

Track gross margin by channel, inventory turns, customer acquisition cost, lifetime value, sell-through rate, return rate, and average order value with configurable dashboards and automated alerts.

LEDGER matches transactions from Stripe, PayPal, Shopify Payments, and Square to bank deposits automatically. It tracks fees, refunds, and chargebacks with one-click settlement reconciliation.

LEDGER provides role-based access controls, immutable audit trails, and configurable workflows that align with SOX internal control standards and support external audits for retail organizations.