ERP and accounting
Connect invoices, bills, payments, and account context with channel revenue and settlement details. Ask questions across the close, review proposed journal entries, and keep posting approval with your finance team.
QuickBooks Online holds invoices, bills, payments, and the chart of accounts used for postings. Unison connects that financial context with commerce activity, helping teams investigate differences without replacing QuickBooks as their accounting system.
Bring channel sales, payouts, and fees alongside QuickBooks data for AI-assisted questions during the close. Review the source details together, then decide what should be posted and where.
Use the QuickBooks invoices, bills, payments, and chart of accounts available to the connection alongside channel settlements and fees. AI can help answer questions across those sources while finance retains the final call.
Marketplace payouts and fees sit beside the invoice. Last month on Amazon and last month in QuickBooks can be asked as one question, with the SKU still on the row.
Vendor bills and the accounts they post to come in so margin can see the cost next to the sale. Stock stays with the inventory tool. QuickBooks keeps the money.
When supported and in scope, a summary journal or payout posting can be prepared for review in QuickBooks. Financial writes remain approval-gated. Inventory continues to belong to the inventory system, and any portal-only work stays with a person.
A summary journal or a payout posting is queued against the live books. You see the channel settlement, the accounts it would hit, and the proposed entry. It posts when the closer says so.
The connection uses authorized API or MCP access for the objects and actions your team grants. Invoices, bills, payments, and the chart of accounts remain in scope; listings and stock stay with the channel or inventory system.
When payouts are typed or imported by hand, Unison can work with the information you share, while a person still keys and approves the journal entry.
A stock figure belongs in Cin7, Katana, or the warehouse system your team uses. QuickBooks handles the financial posting; each system keeps its defined responsibility.
Use AI to investigate what settled, compare the fees and invoices available to the connection, and prepare a proposed posting when that workflow is in scope. A person reviews and approves before anything is posted.
We’ll clarify who owns QuickBooks, how channel settlements currently reach the books, and which reads or financial writes your team wants to consider.
The operator, a bookkeeper, or a firm. That person is who can approve a journal. We name them so a queued payout posting has a home.
The habit matters more than a new process. If the close is a week of typing deposits, the first automation is the posting you already do, held until you approve.
Shopify, Amazon, and Stripe each settle on their own calendar. We ask how those lines arrive now, so Unison follows that path instead of inventing a second one.
We’ll identify the authorized API or MCP access, which financial objects are available, who holds credentials, and which postings require approval.
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