White-label bookkeeping for ecommerce clients selling online

A single payout can bundle dozens of orders, net of processing fees, refunds and chargebacks. Clients export sales and fee summaries, and your staff record gross sales and costs rather than the net deposit. Bank reconciliation then confirms each payout reached the bank, and AI categorisation handles shipping, packaging and ad spend.

The firm console lists every store you serve with its close status and review items. When a store owner runs a big promotion and refunds spike, the unusual entries land in your review queue, not buried in a single net deposit line.

• Record gross sales, fees and refunds separately
• Match each payout to its bank deposit
• Code shipping, packaging and ad spend
• Report margin, not just deposits

Inventory purchases from overseas suppliers, freight and duties all affect product margin. Your reviewers attach supplier bills and categorise landed costs, and your firm decides the inventory method and any cost-of-goods adjustments. Sales tax collection and remittance obligations stay with the store and your firm to manage.

Growing brands often add a second store or a wholesale arm. Higher plans support multi-entity books, and your firm can add unlimited staff with no per-seat charges, so an ecommerce specialist can own every store’s monthly review while a junior handles supplier bills.

Each store stays on a published HelloBooks plan, and your firm gets a firm discount on every client plan. HelloBooks invoices only your firm. You set the fee each store pays, perhaps tiered by order volume or sales channels, and bill them directly.

Your firm owns the client data and can export it for fundraising, lending or an exit. Founding firms are being accepted now for ecommerce-focused practices ready to put their own brand on the platform their store owners open every month.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.