Sideshift designs, manufactures, and sells marine thrusters that make docking safer and more accessible for boaters of all experience levels. As the business entered a new phase of growth, the objective was clear: build a company supported by strong digital systems and reliable financial data.
Following a transition to cloud-based accounting, alignment across systems required improvement. Sales data was not consistently reconciling between platforms, and key tools — Shopify, inventory systems, and QuickBooks Online — were not fully integrated. Manual processes across banking and payroll added operational overhead, and product-level reporting was limited.
Sideshift needed a partner with deep ecommerce accounting expertise to improve system alignment and establish a scalable financial foundation.
Financly implemented a structured, phased approach focused on improving accuracy, consistency, and system integration.
Ecommerce Integration: Following a review of Shopify, payment gateways, and multi-currency workflows, Financly implemented a Shopify–QuickBooks Online integration. Sales data now flows automatically with standardized mapping by product line, improving visibility across thrusters, parts, accessories, and kits.
Books Alignment and Cleanup: Financly worked through historical data to address inconsistencies from the system transition. Opening balances were adjusted where required, reconciliations were completed, and financial records were aligned with the year-end trial balance — establishing a more reliable baseline.
Chart of Accounts Overhaul: The Chart of Accounts was restructured to support better decision-making, including product-line revenue tracking, improved cost allocation between COGS and operating expenses, and more detailed expense categorization.
Premium Bookkeeping Support: Sideshift engaged Financly's Premium bookkeeping service, including monthly reporting with KPIs, automated bank feeds, payroll processing through WagePoint, and document management through Booke.ai.
Sideshift now has a financial system built for how the business actually operates — multi-currency, multi-channel, and growing.
The Shopify–QuickBooks Online integration has reduced manual data entry and improved consistency in financial reporting. Product-level visibility now provides the leadership team with clearer insight into performance across categories, margins, and sales channels.
