Your Revenue Reporting Agent Reconciles Payouts While You Sell
What it takes off your plate
The AgentWorks Revenue Reporting Agent pulls revenue from every channel into one view and reconciles each payout against the orders behind it, so your bookkeeper stops spending month-end matching numbers and the owner gets reports that balance.
Here is how it looks today. Revenue lives in the Shopify dashboard, the Amazon seller account, Stripe, Square and the wholesale invoices, and none of them agree. Shopify payouts don't match Shopify orders because refunds, chargebacks and fees come out on their own schedule. Amazon disbursements follow logic nobody on the team fully understands. Month-end close takes days of exporting and matching, and still ends with a variance line nobody can explain.
The cost is the owner's decisions. You can't tell which channel is profitable after fees, whether a promotion paid for itself, or whether a wholesale account is actually current. A chargeback you never saw can't be disputed in time, and a fee change on a marketplace can quietly eat the margin on a best seller for weeks before anyone notices. And the person doing the matching is the same person who should be following up with customers and wholesale accounts.
What the Revenue Reporting Agent does, step by step
The Revenue Reporting Agent starts with the messages that close the gaps, then does the matching.
- Asks about the gaps. When a payout doesn't tie out (a missing refund, an unexplained fee), the agent emails the person who can answer: your bookkeeper, the ops lead who issued the refund, or the wholesale account whose payment hasn't landed.
- Follows up on open items. It chases each open question until someone answers, and marks the item resolved with the explanation.
- Sends the reports. Every morning the owner gets yesterday's revenue by channel; every week and every month, a summary that ties to the bank deposits.
- Pulls every channel. It collects orders, refunds, chargebacks, fees and payouts from Shopify, Amazon, Stripe and Square into one ledger.
- Reconciles payouts to orders. Each payout is matched to the orders it covers, with refunds, chargebacks and platform fees broken out, so the difference between gross sales and cash deposited is explained line by line.
- Flags what doesn't balance. Anything that still won't match is flagged with the order, the amount and the channel instead of being plugged into a catch-all line.
Where the work is recorded
Every step the Revenue Reporting Agent takes is recorded where your team already looks. Payouts, matches and flags live in the ledger view. The wholesale account's record in the CRM shows each payment reminder sent and the reply. A refund question sent to the ops lead sits on that order's record with the answer.
The next morning your bookkeeper opens a short list: what reconciled, what was explained overnight, and which items still need a person. When the owner asks why a payout came in light, whoever answers reads the same trail and picks up where the agent left off. An agent that can't record what it did is only a chatbot.
Refunds and cancellations often start with inventory problems; see how to prevent stockouts and protect customer lifetime value and how to sync inventory for online orders on Shopify and Amazon.
What your people do instead
Your people stay with the customer. The bookkeeper reviews the exceptions and advises the owner instead of exporting CSVs. The ops lead talks with the wholesale account about next season's order rather than digging up a refund from weeks ago. The owner makes pricing and promotion calls from numbers that tie to the bank.
Customer service and customer satisfaction are the human job. The numbers support that work: when a customer disputes a charge, the answer is already on the order, and when a wholesale account asks for a statement, it matches what they paid. The Revenue Reporting Agent keeps the data, the follow-ups and the reports moving around your team, so each person spends the day on the orders and accounts in front of them. When support is the other drain on the day, see how agents eliminate support backlogs.
One next step
If month-end ends with a number nobody trusts, take the free Industry Assessment. It shows which workflow an agent should take first in your store. Then see every agent AgentWorks builds for online retailers on the e-commerce industry page.
See where the Revenue Reporting Agent would start in your e-commerce business.
I'm Maeve, the E-Commerce ambassador here. The free Industry Assessment reads your website and asks how calls, follow-ups and records happen today, then shows the first workflow worth handing to an agent like this one — and what your team gets back. Leave your email and I'll send the link.
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