· Solution · B2B & Wholesale
B2B finance, without the spreadsheet.
Shopify B2B and wholesale brands carry net-terms invoices, draft orders and per-company price lists — none of which standard reconciliation tools handle. Rappel models the entire B2B flow into clean accrual journals.
· What you’ll get
Designed around the workflows finance teams already run.
Net-terms invoicing
Capture B2B invoices from Shopify with payment terms intact — Net 15/30/60. AR aging built in.
Multi-currency wholesale
Wholesale price lists in customer currency, settled at FX rate, journaled with realised gain/loss.
Accrual on order, not payment
Revenue booked at invoice date. Cash booked at receipt. Two-event journal builder handles the gap automatically.
Per-company tax rules
Resale certificates, reverse-charge VAT, exemptions tracked per buyer. Tax reconciled to the line.
Draft order reconciliation
Draft orders, quotes and POs flow through Rappel — converted to journals only when accepted + invoiced.
Credit risk signals
Anomaly detection flags overdue AR, customers near credit limit and unusual payment patterns.
What we’ve built
- Order + invoice ingestion (currently DTC; the model extends cleanly to B2B)
- Multi-currency journal builder with realised FX gain/loss lines
- Tax line extraction per jurisdiction (foundation for resale + reverse-charge)
- Anomaly detection framework (will host new B2B-specific detectors)
What’s next
- Shopify B2B GraphQL API ingestion (draftOrder + company + paymentTerms types)
- AR aging report + per-customer terms tracking
- Two-event accrual: revenue at invoice, cash at receipt — separate journal entries
- Wholesale price list + customer-segment margin reporting
- Resale certificate / reverse-charge VAT flags on customer records
- Credit limit + overdue-AR anomaly detectors
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· FAQ
Questions, answered
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.
Rules engine
Deterministic checks on every transaction — duplicates, thresholds, DR=CR. Fast, exact, no AI guesswork.
Semantic matching
Learns from your confirmed mappings to recognise similar transactions — securely, inside your workspace.
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.