WebisoftAutomation & Reporting
Intelligence Platform
A connective layer over Shopify, Fishbowl, QuickBooks, ShipStation, and your marketing channels. No rip-and-replace. No new core software.
Prepared by Phil Therien, Partner, Webisoft Technologie Inc.
Executive Summary
Fragrant Jewels has built an impressive $15M+ e-commerce brand. The operational infrastructure that got you here — Shopify, Fishbowl, QuickBooks, ShipStation, Power BI — is solid. But those systems aren't talking to each other well, and the result is a finance and operations team spending too much time on manual data work instead of running the business.
This proposal outlines a centralized Reporting & Automation Platform that connects your existing tools, automates the manual data flows between them, and puts clean, role-specific dashboards in front of the people who need them. No rip-and-replace. No new core software. A connective layer on top of what you already own.
Annual revenue
$15M+
E-COMMERCE BRAND
Systems to connect
7
ALREADY IN PLACE
Tracks
3
DASHBOARD · FINANCE · MARKETING
Discovery start
$8–12K
PHASE 1 · 2–3 WEEKS
The three highest-impact problems to solve:
Revenue recognition mismatches
Shopify records at sale date; Fishbowl records at ship date. The accrual mismatch creates month-end delays and forces manual journal entries.
Marketing spend visibility buried
Spend data lives in Power BI and Google Drive. Channel ROI analysis is slow and error-prone — and the answer arrives after the spend window has closed.
No unified operational view
Inventory, fulfillment, and finance live in separate systems. Cross-referencing for a synchronized view requires manual effort every time leadership asks the question.
Understanding Your Situation
Your current environment is mature but siloed. Seven systems do their jobs well — they just don't talk to each other.
Shopify
Records revenue at point of sale
Fishbowl
Records at shipment — accrual mismatch with Shopify
QuickBooks
Manual journal entry imports from Fishbowl — not connected
ShipStation
Integrated with Shopify but data not flowing to reporting
Power BI
Heavy backend maintenance; lacks flexibility for finance
Google Drive
Unstructured files — not queryable, not automated
Meta · TikTok · Amazon
Ad spend pulled manually — no unified ROI view
The result: finance closes month-end late, marketing lacks real-time channel data, and operations can't get a synchronized view without manual cross-referencing. These aren't software problems — they're integration and automation gaps.
Proposed Solution
Three tracks. Each delivers standalone value; together they form the connective platform.
Track 1
Unified Reporting Dashboard
Custom web-based dashboard pulling live data from Shopify, Fishbowl, QuickBooks, ShipStation, and your marketing platforms.
What we build
- Role-based access: Finance (revenue, COGS, accruals), Marketing (spend by channel, ROAS), Operations (inventory, fulfillment), Executive (KPI summary)
- Real-time data sync via APIs across all core platforms
- Marketing channel consolidation — Meta, TikTok, Amazon spend aggregated automatically
- Owner-facing email digest — daily or weekly summary, no dashboard login required
- Slack push alerts for inventory thresholds, revenue anomalies, unfulfilled order flags
Track 2
Finance Automation — Revenue Reconciliation
End the Shopify ↔ Fishbowl ↔ QuickBooks manual loop. Month-end close gets faster, not louder.
What we build
- Automated accrual entries reconciling Shopify sale-date revenue against Fishbowl ship-date events
- Automated journal entry generation into QuickBooks — eliminates manual data entry
- COGS calculation improvements pulling actual inventory cost data from Fishbowl into QuickBooks automatically
- Month-end close acceleration: automated reconciliation report replacing today's manual process
Track 3
Marketing Spend Intelligence
Channel ROI you can actually act on — refreshed daily, not month-end.
What we build
- Direct API connections to Meta Ads, TikTok Ads, and Amazon Advertising
- Spend vs. revenue attribution at channel level, updated daily
- Budget pacing alerts via Slack or email
- AI agents for platforms without direct API access — automated data extraction without manual downloads
How We Work
Four principles that shape every engagement — not generic credentials.
Discovery first
Structured audit of your systems, API availability, and data quality before we write a line of code.
Early wins before broad rollout
Highest-impact, lowest-risk automation targeted first. You see value before the bigger pieces land.
No system downtime
Fishbowl, QuickBooks, and Shopify stay fully operational throughout. We integrate around them, not over them.
Your team stays in control
Documentation and training included — you're not dependent on us to operate what we build.
Webisoft is a 40-person custom software firm based in Montreal with 10+ years building integrations across SaaS, ERP, AI, and blockchain systems. We build to your requirements — we're not a platform vendor pushing a product.
Investment & Timeline
Estimates refined following Discovery. Phases 2–4 can run in parallel depending on priorities. Start with Phase 1; use the output to finalize scope and pricing for the rest.
Phase 1
Discovery & System Audit
Timeline
2–3 weeks
Estimate
$8K – $12K
Phase 2
Unified Dashboard (MVP)
Timeline
6–8 weeks
Estimate
$35K – $45K
Phase 3
Finance Automation
Timeline
4–6 weeks
Estimate
$20K – $28K
Phase 4
Marketing Intelligence
Timeline
3–4 weeks
Estimate
$15K – $20K
Ongoing
Ongoing — Support & Iteration
Timeline
Monthly
Estimate
TBD
Next Steps
Review this proposal and confirm priorities
Thursday review call (10–11 AM PST) — walk through questions and align on Phase 1 scope
Sign off on the Discovery engagement — we start within the week, no disruption to operations
phil@webisoft.com · webisoft.com
Phil Therien · Partner, Webisoft
Confidential — Prepared exclusively for Fragrant Jewels — Valid until June 28, 2026