Ideas to put to work
Store analysis and day-to-day operations an e-commerce team would handle.
Monthly store review
Sofia reads orders, returns and discounts, builds the analysis in Excel, and updates the client's review deck in PowerPoint.
Returns handled from support
Sofia reads the Gorgias ticket, checks the order, and approves the return and refund, with your approval.
Payouts matched to the bank
Sofia compares Shopify transactions with Xero bank transactions and lists anything that doesn't match for your bookkeeper.
Wholesale orders from email
Sofia reads a wholesale order in Outlook, creates the draft order, and sends the invoice with your approval.
Product data cleanup
Sofia reviews products for missing descriptions and inconsistent options and updates them with your approval.
What Sofia can do with Shopify
Sofia reads and keeps current
- Orders
- Customers
- Products
- Inventory levels
- Fulfillment orders
- Returns
- Transactions
- Discounts
Sofia does, with your approval where you want it
- Update an order
- Create a draft order
- Send a draft order invoice
- Create a refund
- Approve a return
- Create or update a customer
- Create or update a product
- Adjust inventory quantities
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft PowerPointSlide decks for pitches, proposals and client updates
- GorgiasCustomer support helpdesk for online stores
- XeroCloud accounting for small businesses
- Microsoft OutlookMicrosoft's email and calendar
- UnanetERP and CRM for project-based professional services firms
- AddeparPortfolio data, performance and reporting for wealth managers
- AgencyZoomSales and service CRM for insurance agencies
Hand Sofia your next Shopify store review
Score your firm in three minutes, or talk to our team.