Shopify and Xero, read together
Shopify knows every order and Xero knows the bank. In between sit fees, refunds, chargebacks, gift cards, sales tax or VAT, and payouts that bundle several days of orders, sometimes in more than one currency.
Liaison reads both, matches each payout to the orders inside it, and tells you where Shopify and Xero disagree and why.
Where Shopify and Xero disagree
- A payout is net of fees, refunds and chargebacks, across several days of orders.
- Sales in other currencies settle at a different rate from the one they sold at.
- Refunds and chargebacks land after the month of the original sale.
- Tax collected at checkout has to match what the books say is owed.
Questions it answers across both
- “Does this week’s payout match the bank line in Xero, and what did fees and refunds take?”
- “What was our margin last month after fees, shipping and returns?”
- “How much did currency conversion cost us this quarter?”
- “Which orders were refunded after the month was closed?”
What Liaison does with Shopify and Xero
- Matches every payout to its orders, fees, refunds and chargebacks, and flags any that do not add up.
- Drafts the missing bank transactions in Xero for you to confirm.
- Writes the month-end summary from both systems.
- Watches for refunds and chargebacks that land after close.
What it reads and does in each
Liaison across Shopify and Xero, set up with you, for $629 a month.
- Connects to Shopify and Xero with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what Shopify says, what Xero says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Do I still need the app that sends Shopify sales to Xero?
Keep it. Liaison reads both after it runs and finds where they still disagree.
Does it work with QuickBooks?
Yes. The same matching runs against QuickBooks.
Can it issue refunds?
A refund moves money, so it always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.