Your Business Is Unique. Your Automation Should Be Too.
Join 5,000+ businesses that have closed books faster, synced inventory across channels, and achieved financial accuracy with a tailored Webgility setup.
Our powerful customization capabilities ensure Webgility works exactly how you need it to — without breaking your existing workflows or requiring you to change how you operate.
Perfect for Businesses That
Sell Across Multiple Channels
Sell across multiple channels with unique data requirements.
Industry-Specific Compliance
Have industry-specific compliance or reporting needs.
Specialized Integrations
Need specialized integrations with existing business systems.
Custom Workflows
Require custom workflows that standard automation can't handle.
Accurate Accounting & Reporting
Accounting teams needing tax, sales rep, or other reporting accuracy.
Most Popular Customization Categories
Stop Manually Selecting Accounts for Every Order
Challenge
Manually selecting customers, accounts, and payment details for every order sync creates bottlenecks and errors in financial reporting.
Customizations
- Auto-select customers based on Shopify POS location while syncing transactions
- Automatically map orders to different QuickBooks accounts based on order tags
Benefits
Reduced manual revisions by 90%, saved 15+ hours per week, enhanced financial accuracy, and eliminated month-end reconciliation errors.
Never Lose Critical Order Data Again
Challenge
Critical order information gets lost or requires manual entry because standard integrations don't capture custom fields, special fees, or complex product data.
Customizations
- Download resale numbers automatically from Shopify order tags
- Extract PO numbers from order notes and map to accounting fields
Benefits
Eliminated 20+ hours of manual data entry per month, improved order accuracy by 95%, and enabled complete financial visibility across all order types.
See True Order Profitability
Challenge
Shipping costs, insurance, and fulfillment data scattered across multiple systems creates blind spots in true order profitability and complicates reconciliation.
Customizations
- Download shipping insurance automatically from Magento orders
- Sync shipping info back to accounting systems for complete cost tracking
Benefits
Saved 10 hours per week on shipping reconciliation, improved margin visibility by capturing all shipping costs, and streamlined fulfillment workflows.
Eliminate Inventory Discrepancies
Challenge
Product information inconsistencies across channels lead to inventory errors, barcode mismatches, and pricing discrepancies that hurt sales and margins.
Customizations
- Transfer barcode details automatically between QuickBooks and Shopify
- Sync UPC values to barcode fields for seamless scanning
Benefits
Reduced inventory discrepancies by 85%, eliminated manual barcode entry, and ensured consistent pricing across all channels.
Built for the Way Each Platform Actually Works
Challenge
Each sales platform has unique data fields and workflows that standard integrations can't accommodate, forcing businesses to choose between platforms or accept data gaps.
Customizations
- Shopify: metafield data sync, order tag filtering, POS location mapping
- Magento: custom field integration, shipping insurance download
Benefits
Enabled seamless multi-channel operations, captured 100% of platform-specific data, and eliminated the need for manual workarounds or platform limitations.
Compliance That Scales with You
Challenge
Complex tax rules, payment methods, and accounting requirements create compliance risks and manual work that doesn't scale with business growth.
Customizations
- Sales tax code mapping based on state APIs for automatic compliance
- Split payment handling for QuickBooks Canada multi-currency needs
Benefits
Reduced manual revisions by 90%, saved 15+ hours per week, enhanced financial accuracy, and eliminated month-end reconciliation errors.
Our Customization Process
Submit your customization request through your Customer Success Manager or Implementation Specialist. We'll gather detailed requirements and understand your specific use case.
Our engineering team, led by technical experts, evaluates your request for technical feasibility, timeline, and resource requirements.
Pricing is based on your current Webgility subscription tier and project complexity — ensuring scalable and transparent cost for businesses of all sizes.
Once approved, our development team builds your custom solution with regular status updates throughout the process.
We implement your customization and provide ongoing support to ensure it meets your business needs.
Ready to Get Started?
Contact our Customer Support Team to discuss your customization needs. They'll connect you with our technical team for a feasibility assessment.
Our sales team will work with you to understand your requirements and determine if custom solutions are right for your business.
FAQs
How long does a typical customization take?
Will customizations affect my existing Webgility setup?
What if my needs change after the customization is complete?
Do you provide ongoing support for customizations?
Can you integrate with platforms not currently supported by Webgility?
How much does a customization cost?
See Webgility in Action.
A real instance pre-loaded with sample orders, channels, and accounting entries. Nothing to install. No account needed.
Find out what your operational gaps are actually costing you.
Our team of experts will help surface your operations and finance concerns. In 30 minutes, we will discuss your channels, accounting setup, leakages, inventory inconsistencies, and close process.