Product tour

The complete ecommerce finance stack

Real profit per order, payout reconciliation, sales tax tracking, AI anomaly alerts and accounting automation — in one platform. Built for merchant owners, finance teams, marketing and accountants across Shopify, WooCommerce, Square and PayPal.

Benefits by team

One platform. Different wins for every team.

Merchant owners, finance and operations leads, marketers and accountants — each sees the numbers they need from the same source of truth.

Merchant owners

Know your real profit — every morning.

Stop guessing at margin. See exactly what each order, SKU and channel makes after fees, refunds, ad spend and COGS.

  • Real net profit per order, SKU, channel and store
  • Inventory risk: stockouts, slow movers, days of cover
  • Cash flow timeline from real payout history
  • AI alerts when something quietly costs you money

Finance & Operations teams

Close the books in hours — not days.

Replace spreadsheet exports, manual matching and CSV reformatting with a pipeline that runs in the background and surfaces only exceptions.

  • Automated payout reconciliation across all channels
  • Multi-entity, multi-currency, multi-location ledgers
  • Confidence-scored review queue — only touch what matters
  • Audit-ready trail from entry back to source order

Marketing teams

Measure ROAS against real profit, not revenue.

Compare campaign spend against verified per-order margin — so you stop scaling channels that look profitable on paper but lose money after fees and returns.

  • Profit-true ROAS per channel and campaign
  • Margin per SKU, surfaced by best/worst performers
  • Refund-rate alerts on creative or sizing issues
  • Channel-level P&L for budget reallocation

Accountants & bookkeepers

Manage every client from one dashboard.

Flat pricing, multi-client workspace and bulk approval — built for firms scaling ecommerce client work without per-client costs that eat the margin.

  • Unlimited client workspaces on Agency plan
  • Bulk journal review and approval
  • Anomaly alerts before the client calls
  • Quarterly tax, MFT and refund reversals handled automatically

How it works

From order to journal — fully automated

One pipeline. Five stages. Rappel runs every step — you only review exceptions.

01

ORDER PLACED

Every order captured the moment it lands

Rappel listens to Shopify, WooCommerce, Square and PayPal — normalising order, fee, refund and discount lines into a single structured event.

order #4827Paid · Shopify
subtotal$148.00
discount−$14.80
tax (CA)$13.07
fee (2.9%)−$4.49
net$141.78
02

TAX TRACKED

Tax posted to the right GL account — automatically

Jurisdiction-tagged at ingest. Tax lines post to a dedicated 2200 Sales Tax Payable account. Marketplace-facilitator tax is excluded so you never double-post.

Q2 tax · tracked

CA

$48,210

· tracked

NY

$22,118

· tracked

TX

$31,402

· tracked

FL

$14,803

· tracked

WA

$9,118

· tracked

IL

$11,400

· pending

03

PAYOUT SETTLED

Split and route every deposit automatically

One Shopify payout. Many entities, locations or processors. Rappel routes funds to the right clearing account and captures exact fees from the source API.

payout #PO-2204$48,302.11
Downtown Store$18,402.00
Mall Location$14,228.50
Online — DTC$13,118.61
Franchise fee$2,553.00
04

GL RECONCILED

Clean journal posted to your accounting platform

Accrual-based summaries land in QuickBooks Online or Xero on your chosen cadence. Every deposit matched. Audit-ready every close.

JE-9032 · QuickBooks POSTED
1100 Bank — Shopif…12,904.12
4000 Revenue — Onl…14,250.00
2200 Sales tax pay…1,118.40
6100 Processor fees464.28
05

ANOMALY CAUGHT

26 detectors run before anything posts

Order amount outliers, payout fee spikes, refund-rate spikes, reconciliation discrepancies — caught and explained in plain English before they reach your GL.

1 anomaly flagged

Fee rate spike · Stripe

Processing fee rate jumped from 2.9% to 3.4% on 14 transactions between 09:00–11:00 UTC. Possible cross-border surcharge applied. Review recommended.

Anomaly detection

26 detectors. AI explanations. Zero missed issues.

Every import runs through 26 anomaly detectors before anything posts. Issues are explained in plain English — not just "anomaly detected".

Order amount outlier
Payout fee spike
Refund rate spike
Reconciliation discrepancy

AI + your data

Rappel AI detects anything unusual — before it hits your profit.

Fee spikes caught the day they start, refunds traced to the SKU, mappings that improve with every approval — built on three layers that keep your data where it belongs.

1

Rules engine

Deterministic checks on every transaction — duplicates, thresholds, DR=CR. Fast, exact, no AI guesswork.

2

Semantic matching

Learns from your confirmed mappings to recognise similar transactions — securely, inside your workspace.

3

AI explanations

A language model writes the plain-English part — only when needed, never with your customers' personal data.

Captured in full

Every order, fee, refund and payout — synced continuously, nothing exported by hand.

Checked in-house

Rules, matching and 26 anomaly detectors run inside Rappel. AI is only asked to explain a flag — never handed your raw data.

Encrypted

Credentials and sensitive fields encrypted at rest, TLS in transit.

Yours, on your terms

GDPR-compliant — export or erase your data any time.

AI suggests — you approve No customer PII sent to AI models Every AI call logged & auditable Debits = credits, verified in code

Who it's for

Built for every ecommerce business — and every team inside it

Shopify merchants

See your real margin — not a guess

  • Exact net margin per product after real fees
  • Cash flow timeline from payout data
  • Auto-post journals — no manual entry
  • Works with QuickBooks Online and Xero
Merchant overview →

Accountants & bookkeepers

Manage all clients from one dashboard

  • Multi-client workspace — one flat fee
  • Bulk journal review and approval
  • Anomaly alerts before the client calls you
  • Dedicated onboarding on Agency plan
Accountants overview →

Multi-location & franchise brands

Beta

One close across every storefront

  • Per-location ledger & GL mapping
  • Every order attributed to its selling location
  • Consolidated P&L with per-location drill-down
  • Franchisee scoped login — HQ retains full access
Multi-location overview →

Works with your existing stack

ShopifyWooCommerceQuickBooks OnlineXero

See all integrations →

Start reconciling in under 5 minutes

14-day free trial on all paid plans. No credit card required.

No credit card required GDPR compliant Setup in under 5 minutes