Symptoms
- Finance team spending days reconciling payouts
- Discrepancies between Shopify sales reports and bank statements
- Difficulty attributing promotions and discounts accurately
Root Causes
- Lack of detailed transaction reporting
- Inconsistent tax calculations
- Failure to account for payment gateway fees
Shopify PaymentsERPAccounting Software
Impact: Reduced confidence in financial reporting, delayed month-end closes, and diversion of finance resources to manual data matching.
Cogent Approach: We build reconciliation frameworks and reporting enhancements that consolidate transaction details, fees, and payouts, enabling faster, more accurate financial closes directly from existing data.