Webgility

What is Webgility

Webgility is an automation platform designed for multichannel ecommerce businesses. Its main purpose is to connect online stores and marketplaces with accounting software, primarily QuickBooks. This connection automates critical tasks like recording sales, tracking inventory, and managing orders. By syncing data in real-time, Webgility helps business owners save time on manual bookkeeping, reduce human errors, and get a clear view of their financial health and profitability across all sales channels. The company was founded to solve the complex accounting challenges faced by online sellers. It provides a central dashboard to manage operations, making it easier to scale a business without hiring more staff for data entry.

Webgility Features

Webgility offers a suite of features to manage ecommerce operations efficiently:

• Accounting Automation: Automatically posts orders, sales tax, fees, and customer information from all sales channels directly into QuickBooks or other accounting systems. This eliminates manual data entry and ensures books are always up-to-date.
• Inventory Management: Syncs inventory levels and prices across all connected stores and marketplaces. This helps prevent overselling popular items and identifies slow-moving stock.
• Data Sync: Provides real-time synchronization of product details, orders, and customer data between ecommerce platforms and accounting software. This ensures data consistency across the entire business operation.
• Financial Reporting: Gathers data from all channels into one place to provide detailed reports on performance and profitability. Users can analyze sales by SKU or channel to make better business decisions.
• AI Assistant: Utilizes artificial intelligence to help users fetch business data and perform routine tasks, further reducing manual work.
• Payout Reconciliation: Matches bank deposits with payouts from platforms like Amazon or Shopify, simplifying the reconciliation process.

Webgility Pricing Plans

Webgility offers several pricing plans tailored to the size and needs of different businesses. The plans are typically structured based on the number of monthly orders and the number of sales channels you need to connect. Lower-tier plans are suitable for small businesses with a single online store, offering essential accounting and inventory automation. Higher-tier plans are designed for larger, multichannel sellers, providing more advanced features, higher order limits, and support for more complex workflows. All plans include personalized onboarding, training, and unlimited customer support from ecommerce experts.

Webgility Free Plan

Webgility does not offer a permanent free plan. However, they provide a 15-day free trial for new users to test the platform. The free trial typically includes access to all the features of a paid plan, allowing businesses to connect their stores, sync data, and see the benefits of automation firsthand. The trial period also includes free support and personalized onboarding to help users get set up correctly.

How to use Webgility

Getting started with Webgility involves a few simple steps:

1. Sign Up: Begin by signing up for the 15-day free trial on the Webgility website.
2. Connect Your Accounting Software: The first step in the setup process is to connect your QuickBooks (Online or Desktop), Xero, or NetSuite account.
3. Connect Your Sales Channels: Add your ecommerce stores and marketplaces, such as Shopify, Amazon, eBay, or BigCommerce. You will need to authorize Webgility to access your data.
4. Configure Your Settings: Customize how you want your data to sync. You can choose to record sales as individual receipts or as a daily summary. You can also map sales tax, payment methods, and shipping fees.
5. Start Syncing: Once configured, Webgility will start downloading your orders. You can set it to sync automatically in the background or manually push data whenever you choose.
6. Manage Operations: Use the Webgility dashboard to monitor sales, update inventory across channels, and view financial reports.

Pros and Cons of Webgility

Pros:

• Saves Significant Time: Automates bookkeeping and data entry, saving businesses many hours each week.
• Improves Accuracy: Reduces the risk of human error in financial records by automating data transfer.
• Centralized Management: Provides a single platform to view and manage orders, inventory, and financials from multiple channels.
• Wide Range of Integrations: Supports a large number of ecommerce platforms, marketplaces, and accounting systems.
• Excellent Customer Support: Known for providing responsive and knowledgeable support, including personalized onboarding.

Cons:

• Learning Curve: The initial setup and configuration can be complex, especially for businesses with unique workflows.
• Cost: The subscription fee can be a significant expense for very small businesses or startups with low order volumes.
• Software-Based: For QuickBooks Desktop users, it requires installing software on a local computer, which can sometimes have performance issues.

Webgility Integrations

Webgility specializes in connecting various business systems. It integrates with major ecommerce platforms, marketplaces, and accounting software. Key integrations include:

• Accounting Platforms: QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise, Xero, NetSuite.
• Ecommerce Platforms: Shopify, BigCommerce, Magento, WooCommerce, Volusion.
• Marketplaces: Amazon, eBay, Walmart, Etsy.
• Payment Processors: Stripe, PayPal, Square, Shopify Payments.

Webgility Alternatives

Here are some alternatives to Webgility:

1. A2X: Specializes in reconciling payouts from Amazon, Shopify, and eBay. It is known for its accuracy in cost of goods sold accounting and summarizing settlements, but it does not offer the broad inventory management features of Webgility.
2. Synder: An accounting automation tool that connects payment platforms and ecommerce stores to QuickBooks and Xero. It is very user-friendly but may not have the deep, multichannel inventory management capabilities that Webgility provides.
3. Book-It-Done: Focuses on automated bookkeeping for ecommerce sellers. It provides detailed transaction posting but is less focused on the operational aspects like multichannel inventory sync compared to Webgility.
4. Link My Books: Another strong alternative for automating bookkeeping for Amazon, Shopify, eBay, and Etsy sellers. It simplifies reconciliation but has a narrower focus than Webgility's all-in-one operations platform.

Webgility API

Webgility does not provide a public-facing API for developers to build custom applications. The platform is designed as a closed integration solution that focuses on providing robust, pre-built connections between specific ecommerce platforms and accounting systems. Businesses needing custom solutions would need to discuss their requirements directly with the Webgility sales or support teams to see if a custom integration is possible.

Webgility Affiliate program

Webgility offers a partner program for accountants, bookkeepers, and consultants. Partners can refer their clients to Webgility and receive benefits, which often include commissions or discounts. To join, interested parties typically need to apply through the partner section of the Webgility website. The program is designed to create a mutually beneficial relationship where partners can offer a valuable automation solution to their clients while earning rewards. For specific details on commission rates and payment terms, it is best to contact their partnership team directly through their website.