POS & Omni-Channel Sales Reconciliation
- Automated daily matching of sales, refunds, fees, and adjustments across all channels.
- Connects instantly with Shopify, Amazon, Etsy, Square, WooCommerce, and all major POS systems.
- Ensures error-free books with verified deposits and real-time discrepancy detection.
Payment Processor & Marketplace Payout Tracking
- Tracks all deposits, fees, refunds, and chargebacks from Stripe, PayPal, Amazon, Shopify Payments & more.
- Provides instant visibility into cash flow across every platform.
- Eliminates manual reconciliation by verifying every payout end-to-end.
Accounts Receivable & Payables Automation
- Automates customer invoicing, billing, and overdue reminders.
- Manages vendor bills, purchase orders, and scheduled payments seamlessly.
- Offers full visibility into incoming and outgoing cash for better liquidity control.
Inventory, COGS & Supply Chain Tracking
- Real-time inventory sync across warehouses, retail stores, and e-commerce platforms.
- Accurate COGS calculations for bundles, variants, and multi-channel sales.
- Tracks vendor pricing, purchase orders, and stock movement to prevent waste and stockouts.
Multi-Channel Financial Reporting & Insights
- Channel-wise performance tracking for Shopify, Amazon, retail POS, wholesale & more.
- Product and category profitability reports for smarter pricing and inventory decisions.
- Cash flow forecasting and inventory demand prediction for better planning.
Compliance, Sales Tax & Audit-Ready Financials
- Automated sales tax tracking and filing for multi-state and marketplace compliance.
- Clean, audit-ready financials with verified transactions, payouts, and expenses.
- Strong financial controls to reduce errors, fraud risks, and reporting issues.
Why Retail & E-Commerce Brands Trust Otterz?
Accurate Multi-Channel Sales & POS Reconciliation
Otterz keeps every sale, refund, discount, fee, and payout perfectly matched across Shopify, Amazon, Etsy, POS systems, and payment processors. No missing transactions, no mismatched totals — just clean, verified daily numbers.
Real-Time Sync With All E-Commerce Platforms
Your entire store ecosystem stays in sync — Shopify, Amazon, WooCommerce, Stripe, PayPal, Square and more. Otterz updates your books in real time so you always have the latest revenue, fees, and cash flow data at your fingertips.
Inventory & COGS Accuracy for Better Margins
Otterz helps retail and e-commerce brands track inventory movement, product costs, vendor invoices, stock usage, and COGS automatically. This gives you accurate margins, smarter reordering, and better cost control.
Clear Visibility Into Fees, Chargebacks & Payouts
Online sellers lose thousands to hidden fees and chargebacks. Otterz centralizes payouts, processing fees, chargebacks, and deductions, giving you full clarity into your real profit — not just your sales numbers.
Automated Sales Tax Tracking & Compliance
Selling in multiple states? Otterz handles sales tax calculations, tracking, and automated filings, keeping you fully compliant across all jurisdictions. No more tax surprises, penalties, or manual calculations.
24/7 Real-Time Financial Monitoring
E-commerce never sleeps — and neither does Otterz. Your financials sync 24/7, ensuring your revenue, inventory, refunds, and fees are always up to date. You get instant insights and peace of mind at all times.
See what Otterz can do for you
Faster Inventory Reconciliation
Saved Monthly on Multi-Channel Sales Tracking
Reduction in Product-Level Accounting Errors
How Otterz Transformed Right Time Watch’s Finances
A luxury watch retailer in Colorado turned financial chaos into clarity — cutting accounting costs by 40% and gaining real-time profit visibility across all sales channels. Discover how Otterz helped Right Time Watch automate reconciliation, eliminate errors, and achieve full financial control.
The Otterz
Onboarding Process
Your journey starts with a short consultation
where we:
- Understand your business model, challenges, and financial workflows
- Review your current bookkeeping, taxes, or systems setup
- Identify key goals — accuracy, compliance, cash flow, growth, automation
- Recommend the best Otterz plan tailored to your industry
Next, we prepare a precise and transparent plan outlining:
- What services you’ll receive (bookkeeping, tax, CFO, controller, etc.)
- The full scope of work and deliverables
- Your dedicated accountant + support team
- Timeline for onboarding and go-live
- Clear, fixed pricing with no surprises
Once you approve, your account is activated immediately, and onboarding begins.
This is where we get everything ready for a smooth start:
- Setting up your secure Otterz account
- Requesting all required documents (financials, statements, prior returns, payroll reports, etc.)
- Getting access to your bank, credit card, POS, payroll, and other financial software
- Ensuring all integrations sync correctly with our platform
- Verifying data accuracy before moving forward
You provide the access — we handle the rest.
We walk you through your new Otterz setup, introduce your dedicated accountant, and get your reports, dashboards, and AI assistant Nyra running.
From here:
- Your books run in real time
- Your taxes stay compliant
- You get ongoing insights for smarter decisions
You’re officially powered by Otterz.
Join the hundreds of consumer businesses that trust Otterz to manage their finances
Gain financial clarity into your business operations, empowering you to make smarter, faster decisions with confidence. With Otterz’s technology-driven accounting approach, you can stay focused on what matters most, building and scaling your consumer brand.
Transformation and Success
Savings of up to 74% in costs
By moving from a large accounting firm to Otterz, the retailer lowered its accounting expenses while gaining better insights and support.
100% Accurate Financial Records
Books are reconciled and compliant, reducing tax liabilities and ensuring reliable reporting.
Inventory & Tax Management
Accurate categorization of inventory and sales tax management has significantly reduced errors and saved time.
Entity-WideConsistency
Consolidated accounting across all locations gives the owners comprehensive financial oversight.
Seamless Integration Through our Platform
FAQs for Retail & E-Commerce
What bookkeeping services does Otterz offer for retail and e-commerce businesses?
Otterz provides complete retail bookkeeping and e-commerce accounting services, including POS reconciliation, Shopify, Amazon & WooCommerce sync, payment processor reconciliation, vendor management, inventory tracking, and sales tax reporting. We keep every sale, refund, and payout accurate and fully synced.
Can Otterz sync with multiple e-commerce platforms and payment processors?
Yes! Otterz connects seamlessly with Shopify, Amazon, Etsy, WooCommerce, Stripe, PayPal, Square, and more. We automatically sync orders, fees, refunds, chargebacks, and payouts, ensuring your accounting stays accurate across every channel.
How does Otterz help with inventory and cost of goods sold (COGS) tracking?
We automate inventory accounting and COGS tracking for retail and e-commerce brands. Otterz monitors product costs, purchase orders, stock adjustments, and vendor bills so you always know your margins — without manual spreadsheets.
What is POS reconciliation, and why is it important for retail businesses?
POS reconciliation ensures your daily sales, refunds, discounts, and payouts match your bank deposits. Otterz automates this process so you catch missing transactions, payment discrepancies, and errors instantly — keeping your books clean and audit-ready.
Does Otterz handle multi-state and e-commerce sales tax compliance?
Otterz manages sales tax tracking, reporting, and automated filings for retail and e-commerce businesses selling across multiple states. We make sure your taxes are filed accurately and on time, reducing the risk of penalties.
Why should retail and e-commerce brands choose Otterz over a traditional accountant?
Otterz delivers real-time automation, platform integration, and accurate multi-channel bookkeeping that traditional accountants can’t match. With automated syncs, error-free reconciliation, and AI-powered insights, we help you scale faster with clean, tax-ready books every day.