Expense Tracking Implementation

You can’t reduce what you can’t track.
Our Expense Tracking Implementation service puts your business spending under control by integrating automated tools to monitor operational costs, advertising spend, app subscriptions, shipping fees, COGS, and variable expenses. We categorise each transaction so you can understand where your money goes—and where to tighten it.

We implement systems using QuickBooks, Xero, Expensify, Airtable, or custom Google Sheets with Shopify + bank feed connections, creating a real-time dashboard that simplifies reporting, budgeting, and financial audits.
Because better tracking means better profit.

Grow

Included:

  • Initial consultation (up to 1 hour) to assess expense tracking needs.
  • Integration of Shopify payouts and one financial tool (QuickBooks, Xero, or Airtable).
  • Setup of basic expense categories (up to 10) for operational costs, advertising, or app subscriptions.
  • Creation of one expense dashboard with real-time data sync for high-level tracking.
  • Configuration of one automated monthly report summarising expenses.
  • Email & CRM-based support with standard priority (response within 3–4 business days).

Not Included / Limitations:

  • No integration with multiple accounting platforms or advanced expense analytics.
  • No historical data cleanup or correction of past records.
  • No advanced budgeting or multi-department cost allocation.
  • Solutions are delivered online only; no on-site or in-person implementation.

Advanced

Included:

  • Consultation (up to 2 hours) to define detailed expense categories and reporting needs.
  • Integration of Shopify payouts with up to 2 financial tools (e.g., QuickBooks + Expensify or Xero + Airtable).
  • Setup of expanded expense categories (up to 20) including COGS, shipping fees, and variable costs.
  • Creation of two dashboards for expense trends and category breakdowns.
  • Configuration of two automated reports (monthly and quarterly) for performance reviews.
  • Email & CRM-based support with priority response (1–2 business days).

Not Included / Limitations:

  • No unlimited integrations or advanced forecasting—requires a separate custom scope.
  • No tax filing, bookkeeping, or investor-ready financial summaries.
  • No in-person training or on-site data handling.

Plus

Included:

  • Comprehensive planning session (up to 3 hours) for multi-department expense structures and alerts.
  • Integration of Shopify payouts with up to 3 financial tools (e.g., QuickBooks, Expensify, Airtable) and 2 expense sources (e.g., advertising platforms or shipping providers).
  • Setup of advanced expense categories (up to 30) with tagging logic for detailed tracking.
  • Creation of three custom dashboards (real-time tracking, department-specific views, and trend analysis).
  • Configuration of three automated reports (monthly, quarterly, and annual) tailored for leadership or audits.
  • Email & CRM-based support with high priority (response within 24 hours).

Not Included / Limitations:

  • No unlimited forecasting, complex AI-driven budget planning, or tax advisory services—additional work requires a custom agreement.
  • No direct accounting, auditing, or funding acquisition services.
  • Solutions are delivered online only; no in-person implementation or on-site sessions.
Service Plans:
$520.00
$520.00
Tax included.
8 Slots Available
Expert Consultation
All-In Solutions
Timely Support
Flexible Options
Professional Expertise
Happy Assurance
Focus on Efficiency & Growth

Unlock Key Benefits & Accelerate Your Growth

Save Valuable Time

Delegate complex tasks to our experts and free up your internal resources to focus on core business activities.

Increase Efficiency

Streamline your operations with optimized processes and reliable solutions, reducing manual effort and potential errors.

Drive Sustainable Growth

Leverage our expertise to enhance your store's performance, improve customer experience, and unlock new revenue opportunities.

Gain Peace of Mind

Rest assured knowing your Shopify store is managed and supported by certified professionals, minimizing risks and downtime.

Getting Started is Simple & Secure

Our Streamlined Process

1

Select Your Plan

Choose the service plan above that best aligns with your current needs and business goals.

2

Complete Secure Checkout

Easily finalize your service activation through our secure and encrypted payment gateway.

3

Grant Store Access via Shopify Partner

You'll receive an official request through Shopify to grant us secure, limited access to the necessary areas of your store. No password sharing is ever required, ensuring your store's security.

4

Work Commences Promptly

Once access is confirmed, our expert team immediately begins working on your request or implementing the service according to the agreed-upon scope and timeline.

5

Track Progress in Real-Time

Stay informed every step of the way. You'll receive access to our client CRM portal where you can monitor the status and progress of your tasks.

6

Receive Your Detailed Report

Upon completion, you will receive a comprehensive report detailing the work performed, key findings, results achieved, and any recommendations for future actions.

7

Resolution & Confirmation

We will notify you as soon as the service is completed or the issue is fully resolved to your satisfaction.

Trusted By Businesses Like Yours

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