About
Bookkeep is a purpose-built financial automation tool designed for Shopify-powered businesses of all sizes and complexities. Rather than requiring manual bookkeeping or error-prone spreadsheets, Bookkeep automatically syncs daily sales data from Shopify and connected channels — including Amazon, PayPal, Square, Toast, Stripe, and more — directly into your accounting or ERP system as clean, accrual-based journal entries. Key capabilities include automated revenue recognition at fulfillment, full deposit reconciliation, and end-to-end sales tax compliance across all 50 U.S. states, including automatic filing and remittance. For businesses with complex structures, Bookkeep's payout splitting engine can automatically route Shopify deposits to the correct bank accounts per store, franchisee, or sales channel — and capture franchisor fees in the process. Bookkeep integrates with leading accounting platforms such as QuickBooks, Xero, Sage Intacct, Oracle NetSuite, and Zoho Books, and supports specialized verticals including cannabis POS systems (Dutchie, Treez), restaurant POS (Toast, Clover), and fitness platforms (Mindbody). A dedicated Shopify Embed App makes setup seamless for Shopify merchants. Agencies and implementation partners can also white-label or resell Bookkeep to their merchant clients. B2B wholesale order workflows are noted as coming soon.
Key Features
- Automated Revenue Recognition: Syncs sales data from Shopify and other channels into your accounting system as daily accrual-based journal entries, recognizing revenue at the point of fulfillment automatically.
- Sales Tax Compliance & Auto-Filing: Handles end-to-end sales tax calculation, filing, and remittance across all 50 U.S. states, keeping your business audit-proof as it scales.
- Payout Splitting & Deposit Reconciliation: Automatically splits Shopify payouts by store, franchisee, or channel and routes funds to the correct bank accounts while reconciling every deposit in your general ledger.
- Multi-Channel & Multi-Entity Support: Consolidates revenue, fees, and reconciliation across Shopify, Amazon, PayPal, Square, Toast, Stripe, and more into a single unified accounting view — even across multiple legal entities.
- Deep Accounting System Integrations: Connects natively to QuickBooks, Xero, Sage Intacct, Oracle NetSuite, and Zoho Books, ensuring clean data flow without manual exports or imports.
Use Cases
- Shopify DTC ecommerce brands automating daily revenue recognition and deposit reconciliation to close the books faster each month.
- Franchise operators automatically splitting Shopify payouts to individual franchisee bank accounts and capturing franchisor fees without manual intervention.
- Multi-channel retailers selling on Shopify, Amazon, and PayPal consolidating revenue and fees into unified, audit-ready journal entries.
- Cannabis dispensaries using Dutchie or Treez POS systems needing compliant, automated accounting entries synced to QuickBooks or Xero.
- Shopify agencies and accounting partners onboarding merchants onto automated financial workflows to reduce manual reconciliation work.
Pros
- 100% Accuracy Guarantee: Bookkeep's automated journal entries eliminate manual data entry errors and ensure clean, audit-ready financials every day.
- Handles Complex Business Structures: Natively supports franchise payout splitting, multi-location retail, multi-channel ecommerce, and specialized verticals like cannabis and restaurants — rare among accounting automation tools.
- Wide Integration Ecosystem: Connects to a broad range of sales channels and accounting platforms out of the box, reducing the need for custom development or middleware.
- Fully Managed Sales Tax Filing: Automated filing and remittance across all 50 states removes a major compliance burden from finance teams without requiring third-party tax software.
Cons
- Primarily Shopify-Centric: While Bookkeep supports other sales channels, its feature set and positioning is heavily optimized for Shopify merchants, making it less compelling for businesses on other ecommerce platforms.
- B2B Wholesale Support Not Yet Available: B2B Shopify store support (invoicing, net terms, wholesale order workflows) is listed as 'Coming Soon,' limiting utility for wholesale-focused sellers.
- Likely Overkill for Very Small Sellers: Single-channel, low-volume sellers may find Bookkeep's feature depth and pricing more than they need compared to simpler bookkeeping tools.
Frequently Asked Questions
What sales channels does Bookkeep support?
Bookkeep supports a wide range of sales channels including Shopify, Amazon, PayPal, Square, Stripe, Toast, Clover, eBay, Mindbody, Dutchie, Treez, and Walmart.
Which accounting systems does Bookkeep integrate with?
Bookkeep integrates with QuickBooks, Xero, Sage Intacct, Oracle NetSuite, Zoho Books, and Intuit Enterprise Suite, sending clean daily journal entries automatically.
Does Bookkeep handle sales tax filing for me?
Yes. Bookkeep automates the entire sales tax lifecycle — calculation, filing, and remittance — across all 50 U.S. states, backed by dedicated sales tax specialists.
Is Bookkeep suitable for franchise businesses?
Absolutely. Bookkeep has a unique payout engine that allocates Shopify deposits to each franchisee's bank account and captures franchise fees for the franchisor automatically.
Does Bookkeep offer a free trial?
Yes, Bookkeep offers a free trial so businesses can test the platform before committing to a paid plan. A demo booking option is also available.
