Build a reliable financial foundation for your Shopify business. Our Financial Operations (FinOps) Setup service is designed for businesses using Shopify as their primary ecommerce platform and are establishing new financial systems, improving existing workflows, or migrating from disconnected financial processes.

Every setup is designed to ensure financial information flows accurately from your sales channels through your financial systems and into your accounting records.

This service may include:

- Shopify financial systems setup

- Xero or QuickBooks Online setup

- Chart of accounts design

- A2X or Link My Books integration

- Dext setup and workflow configuration

- Ecommerce bookkeeping workflow configuration

- Financial systems and process design

- Sales channel integration support (where applicable)

- Financial systems migration

- Financial reporting setup

Our goal is to build reliable financial systems that keep your financial data accurate, connected, and ready for informed business decisions as your business grows.

Projects are custom scoped based on your business requirements, systems framework, and operational complexity.

Book your Shopify FinOps Review to get started.