{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/connectbooks-com","markdownUrl":"https://nowen.ai/agents/connectbooks-com.md","jsonUrl":"https://nowen.ai/agents/connectbooks-com.json","name":"ConnectBooks","website":"https://connectbooks.com","location":"Spring Valley, New York, United States","address":{"city":"Spring Valley","state":"New York","country":"United States"},"industry":"Fintech","deliveryModel":"software","marketCategories":{"primary":{"name":"Accounting Software","url":"https://nowen.ai/category/accounting-software"},"others":[{"name":"Software Training Services","url":"https://nowen.ai/category/software-training-services"}]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-11T17:50:20.927Z","summary":"ConnectBooks helps ecommerce sellers and accounting firms automate bookkeeping, reconcile marketplace transactions, and understand inventory costs and profitability.","description":"ConnectBooks provides ecommerce accounting and bookkeeping automation for online sellers, bookkeepers, and accounting firms. Its platform brings marketplace sales, fees, refunds, inventory, and costs into accounting systems, reconciles payouts, and provides clear financial reporting, including profit and loss by product and sales channel.","mission":"To bring automation and clarity to ecommerce financial management through accurate bookkeeping and actionable insights.","directory":{"industryName":"Fintech","agentCount":173,"indexable":true,"hubUrl":"https://nowen.ai/industry/fintech"},"categoryDirectory":{"name":"Accounting Software","agentCount":29,"indexable":true,"url":"https://nowen.ai/category/accounting-software"},"aiReaderFamilies":["OpenAI","Perplexity"],"boonFrontDoor":{"url":"https://boon.ai/agents/connectbooks-com","label":"Apply to ConnectBooks' partner program through Boon","sub":"Your AI agent writes the proposal: who you are, the fit, and a first step."},"products":[{"name":"ConnectBooks","anchor":"product-connectbooks","type":"Platform","url":"https://www.connectbooks.com/","summary":"ConnectBooks helps ecommerce sellers reconcile payouts, track inventory costs, understand product profitability and make data-backed business decisions.","description":"ConnectBooks is ecommerce accounting software that syncs sales, fees, refunds and inventory data from multiple channels to QuickBooks or Xero. It breaks down payouts for reconciliation, tracks FIFO inventory costs that can include freight, duties and tariffs, and reports profitability by SKU and store. The platform provides inventory reporting, tax and multi-currency features, an AI assistant that answers questions using business data, and tools for accounting firms managing client accounts. The AI assistant helps sellers investigate performance changes, compare periods, analyze advertising and inventory decisions, and consider data-backed recommendations. Eligible plans include one-to-one setup with a professional bookkeeper.","pricing":{},"features":[{"name":"Marketplace and accounting integrations","value":"Connect Sales Channels To Accounting","valueDescription":"Bring sales and settlement data from supported ecommerce channels into QuickBooks or Xero, helping consolidate accounting across stores."},{"name":"Payout posting and reconciliation","value":"Match Payouts To Bank Deposits","valueDescription":"See payout components broken out and ready to match against the corresponding bank deposit, supporting accurate settlement reconciliation."},{"name":"FIFO inventory costing","value":"Cost Units Using FIFO","valueDescription":"Calculate cost of goods using FIFO unit costs, with freight, duties and tariffs included where supported, to reflect costs in accounting and profitability reporting."},{"name":"SKU-level profitability analysis","value":"Find Profit By SKU","valueDescription":"Identify which products make or lose money using item-level profit figures that account for fees, advertising, refunds, storage and cost of goods. Investigate which products drive changes and compare their results over time."},{"name":"Multi-location inventory tracking","value":"Track Stock Across Warehouses","valueDescription":"View inventory across fulfillment channels and warehouse locations, with inventory value and cost of goods information available for accounting."},{"name":"AI business analysis and recommendations","value":"Understand Performance And Consider Next Steps","valueDescription":"Ask questions about business performance and receive data-backed explanations of contributing factors, along with recommendations to inform business decisions."},{"name":"Inventory cash contribution analysis","value":"Evaluate Inventory Choices By Cash Contribution","valueDescription":"Compare inventory options using expected cash recovery and relevant future costs, helping sellers assess which stock to keep, discount, liquidate or remove."},{"name":"Financial reports and exports","value":"Review And Export Financial Reports","valueDescription":"Review sales, expenses, inventory and product profitability in reports, then export data for use in accounting workflows."},{"name":"Advertising and fee analysis","value":"Analyze Advertising And Item Fees","valueDescription":"Review advertising spend and marketplace fees at the product level, and investigate how advertising activity relates to profitability."},{"name":"Cross-period performance comparisons","value":"Compare Results Across Periods","valueDescription":"Compare relevant periods and investigate differences in metrics such as profit and margins."},{"name":"Guided setup and customer support","value":"Set Up With A Professional Bookkeeper","valueDescription":"Get one-to-one setup help with store connections, inventory information, accounting mappings and payout posting. Live US support is also available."},{"name":"Inventory aging and forecasting","value":"Forecast Stock And Reorder Timing","valueDescription":"Review stock age and forecasts to see inventory that may be slow-moving and assess reorder timing."},{"name":"Inventory and sales alerts","value":"Flag Stock And Fee Changes","valueDescription":"Receive alerts about reorder timing and reported fulfillment fee changes, helping users monitor inventory needs and changes in costs."},{"name":"Accounting firm portal and partner resources","value":"Manage Client Accounts In One Portal","valueDescription":"Give accounting firms one portal for client accounts, alongside partner pricing, training, certification and insights they can use in advisory services."},{"name":"Tax and multi-currency reporting","value":"Prepare Tax And Currency Reports","valueDescription":"Use listed tax reporting and 1099-K matching features, and manage transactions in multiple currencies."},{"name":"Account security","value":"Protect Admin Accounts With Two-Factor Authentication","valueDescription":"Add a two-factor authentication step for administrators as an additional layer of protection for ConnectBooks accounts."}],"marketCategories":[{"name":"Accounting Software","url":"https://nowen.ai/category/accounting-software"}]},{"name":"ConnectBooks Training and Certification","anchor":"product-connectbooks-training-and-certification","type":"Product","url":"https://www.connectbooks.com/training","summary":"Build ConnectBooks expertise through plan-specific training and certification to interpret ecommerce financial data and make informed business decisions.","description":"Training for accountants, bookkeepers and ecommerce sellers includes on-demand video modules that walk through ConnectBooks features. Users choose a course matching their ConnectBooks plan level and can become a Certified ConnectBooks Expert by completing a course. The training is designed to help participants analyze ecommerce financial data, turn insights into action and make informed decisions to grow their business.","pricing":{},"features":[{"name":"Ecommerce financial analysis","value":"Apply Ecommerce Financial Insights","valueDescription":"Develop confidence in analyzing ecommerce financial data and using insights to inform business decisions."},{"name":"On-demand video training","value":"Learn ConnectBooks Features","valueDescription":"Work through video modules covering ConnectBooks features at a convenient pace."},{"name":"Plan-level course choices","value":"Choose Training For Your Plan","valueDescription":"Select a Gold, Diamond or Platinum course aligned with the ConnectBooks plan and its relevant features."},{"name":"ConnectBooks expert certification","value":"Earn ConnectBooks Certification","valueDescription":"Complete a course to become a Certified ConnectBooks Expert."}],"marketCategories":[{"name":"Software Training Services","url":"https://nowen.ai/category/software-training-services"}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://connectbooks.com","text":"ConnectBooks"},{"url":"https://www.connectbooks.com/","text":"ConnectBooks"},{"url":"https://www.connectbooks.com/training","text":"ConnectBooks Training and Certification"}]}