The Future of Accounting Workflows

LearnMay 15, 20253 min read

Disconnected systems lead to missed insights—and missed opportunities

Supporting high-growth ecommerce clients often means working across fragmented tools that weren’t built for scale. You end up tracking approvals in email threads, decoding screenshots of invoices, and reconciling vendor payments from three different platforms. It’s a lot—and it’s not scalable.

With Settle, your team gains access to a centralized hub for managing accounts payable, purchase orders, approvals, and cash flow—all in one place. The result? Less time chasing data, more time advising clients.

A better way to serve clients (and retain them longer)

Your ecommerce clients don’t just want monthly reporting—they want strategic guidance. Settle’s integrated platform gives your firm real-time visibility into their financial activity, so you can:

  • Flag issues before they become problems (like inventory overspending or cash shortfalls)
  • Help them plan smarter reorders and launches
  • Automate low-value tasks like vendor payments, freeing up your team for advisory work

And because Settle is built specifically for modern ecommerce businesses, onboarding is easy and designed around how your clients actually operate.

Grow your firm’s capacity—without increasing headcount

Manual, repetitive tasks don’t just waste time—they burn out your team. With Settle, you can eliminate tasks like reconciling vendor payments, manually tracking due dates, and reviewing outdated AP records.

Instead, your team can manage more clients, offer more value, and do it all with greater consistency and accuracy. You’ll improve margins while delivering a better client experience.

Top integrations for accountants to know

Settle connects the dots between your clients’ tools and your firm’s workflow—so reconciliation is faster, reporting is cleaner, and your team isn’t chasing data.

Accounting Software

  • Integration Partners: QuickBooks Online, Xero
  • Why it matters: Seamless syncing of bills, payments, vendors, and chart of accounts.

Ecommerce Platforms

  • Integration Partners: Shopify, Amazon, Walmart, TikTok Shop
  • Why it matters: Helps ensure inventory purchases and COGS align with real-time sales data.

Commerce Accounting

  • Integration Partner: A2X
  • Why it matters: Automates reconciliation between marketplaces and accounting software—no more manual mapping.

Warehouse Management

  • Integration Partners: 60+ WMS integrations including ShipBob, ShipHero, Deliverr
  • Why it matters: Real-time inventory movement tied to financials—vital for a clean, fast month-end close.

3PL Providers

  • Integration Partners: Major 3PLs (auto-synced)
  • Why it matters: Improves landed cost accuracy and reduces reconciliation headaches.

Banks & Payments

  • Integration Partners: ACH, virtual cards, checks
  • Why it matters: Gives your team confidence in scheduled workflows across payment methods.

Procurement & AP

  • Integration Partners: Native Settle tools + 3-way matching
  • Why it matters: Automates purchase orders, invoice approvals, and receipts for clean, audit-ready books.

Key benefits of using Settle in your accounting workflow:

  • Streamlined bill pay & approvals: Easily manage and schedule payments for multiple clients in one dashboard.
  • Collaborative tools: Approvals, notes, and attachments live in context—no more digging through emails.
  • Real-time financial visibility: Instantly access client cash flow insights and working capital trends.
  • Automated processes: Say goodbye to manual entry, repetitive tasks, and clunky third-party bill pay tools.
  • Stronger client relationships: Help clients grow by advising with real-time data, not outdated reports.

Settle gives your firm the tools to act like a strategic partner—not just a service provider

By bringing automation and integration into your firm’s workflow, you don’t just save time—you transform how you deliver value to your clients. Ecommerce founders need a trusted financial partner who understands their pace and pressure. Settle helps you be that partner.

Want to level up your firm’s workflow?

Schedule time with a Settle team member to see how we can help streamline your tech stack, scale your client base, and unlock higher-value advisory work—without adding headcount.

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