The challenge
The company sells cannabis-derived terpene products through WooCommerce in a regulated industry where financial accuracy, traceability, and compliance are non-negotiable. Managing eCommerce order data, customer records, and revenue manually — and translating them into Sage Intacct for compliant financial management — introduced unnecessary risk and administrative friction for a business operating under heightened regulatory scrutiny.
What we built
- Integrated WooCommerce with Sage Intacct to automate order, customer, and payment data synchronization
- Implemented product and revenue mapping logic aligned to compliant financial categorization for regulated cannabis-adjacent products
- Automated customer record creation and update in Sage Intacct from WooCommerce buyer data
- Built payment reconciliation workflows to ensure eCommerce receipts are accurately recorded in Sage Intacct
- Delivered an integration designed for auditability, with transaction-level traceability from WooCommerce order to Sage Intacct ledger entry
The outcome
- Achieved automated, audit-ready financial recording of all eCommerce transactions in Sage Intacct
- Reduced compliance risk through accurate, traceable order-to-ledger data flows
- Eliminated manual data entry between WooCommerce and Sage Intacct for the operations team
- Positioned The company to scale eCommerce volume confidently within its regulated operating environment