Built first for ecommerce operators
Account-Flow connects sales channels, payouts, sales tax, inventory, and QuickBooks into one reviewed close process — then turns it into a Daily MIR so owners know what changed and what needs attention.
Your business today
Revenue is above the 7-day average. Payouts are matched, but margin confidence is limited until 7 missing COGS items are confirmed.
Daily MIR
Business owners need a daily view of profit, cash, and issues — not a surprise at month-end close.
Revenue is tied to channel source. Ads are loaded. Final net profit confidence depends on 7 SKU costs and marketplace fee detail.
Client portal
The public site sells the promise. The portal delivers it: Daily MIR, financials, inventory, sales tax, files, progress, and app connections in one place.
Owner-facing daily view for Jumpseat Therapy.
Sales are above the 7-day average. Payouts are matched for reviewed periods. Margin confidence needs 7 COGS confirmations before the close package is final.
Product modules
Monthly close workflow with source files, workpapers, approvals, and QBO cleanup.
Gross sales, fees, refunds, reserves, taxes, and net deposits matched back to accounting.
Filing calendars, marketplace tax, collected tax, payable tax, and state workpaper support.
SKU masters, BOMs, PO control, missing-cost queues, landed cost, and SKU margin visibility.
Client-facing document room for monthly close, sales tax, QBO cleanup, and source evidence.
Separately priced business-specific tools for workflows that need more than templates.
The Account-Flow method
We do not blindly automate books. We pull the source truth, compare it to accounting reality, surface exceptions, and move only after review.
Integrations
Engagement model
Pricing depends on channel count, order volume, inventory complexity, sales-tax footprint, cleanup needs, and how much daily visibility the owner needs.
We review one messy month and map where sales, payouts, inventory, tax, and QuickBooks stopped agreeing.
We clean the source trail, set up workpapers, portal structure, Daily MIR logic, and the close process.
Monthly command-center plans keep the close moving, surface daily exceptions, and give owners reviewed reporting.
Business-specific AI-assisted workflows are scoped separately, expert-reviewed, and approval-gated.
Start with one messy month
We review your source data, payouts, sales tax, inventory, and QuickBooks trail — then show the cleanup path and the command center Account-Flow can run for you.
Book the fit call
Calendly creates the calendar invite and collects the intake details. We use that to prepare, confirm fit and scope, then send a secure Stripe invoice or payment link only after approval.
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