1️⃣ Link My Books Setup

Link My Books Setup & Configuration

We configure Link My Books to automatically import your Amazon, Shopify and marketplace transactions into Xero with the correct tax settings and account mappings.

What’s Included

1. ✅ Complete account setup
2. ✅ Marketplace connection
3. ✅ Xero integration
4. ✅ Tax mapping
5. ✅ Settlement testing

2️⃣ Xero Setup & Optimisation

Xero Setup & Optimisation

Build a clean bookkeeping system with a properly configured Chart of Accounts and automated workflows, that is accurate, scalable and designed specifically for eCommerce businesses.

What’s Included

1. ✅ Chart of Accounts
2. ✅ Tracking Categories
3. ✅ Bank Rules & Bank Feeds Connection
4. ✅ Financial structure
5. ✅ System Optimisation & Automation

3️⃣ Amazon Bookkeeping

Amazon&Marketplace Bookkeeping

Specialist bookkeeping for Amazon sellers, including settlement reconciliation, fees, FBA transactions and VAT. We reconcile Amazon settlements, fees, refunds and marketplace transactions accurately every month.

What’s Included

1. ✅ Amazon settlements
2. ✅ eBay, Shopify, TikTok Shop, etc
3. ✅ Marketplace Fees
4. ✅ Refunds & Chargebacks
5. ✅ Inventory Adjustments
6. ✅ Reconciliation

4️⃣ AI Bookkeeping Automation

AI Bookkeeping Automation

Automate transaction categorisation, reconciliation and bookkeeping workflows using AI.

What’s Included

1. ✅ AI categorisation
2. ✅ Automated reconciliation
3. ✅ Reduced manual work
4. ✅ Faster bookkeeping
5. ✅ Error Detection & Improve Accuracy

5️⃣ Monthly Reporting & Business Insights

Monthly Reporting & Business Insights

Monthly profit and loss reports, balance sheets, cash flow reporting and business insights.

What’s Included

1. ✅ Monthly Profit & Loss Report
2. ✅ Cash Flow
3. ✅ Balance Sheet
4. ✅ Management Report
5. ✅ Business KPIs
6. ✅ Growth insights

6️⃣ VAT & Compliance

VAT & Compliance

Stay compliant with VAT regulations and receive VAT-ready bookkeeping throughout the year.

What’s Included

1. ✅ VAT returns
2. ✅ Record keeping
3. ✅ HMRC & Tax Compliance
4. ✅ Financial statements
5. ✅ Year-end Financial Support

Step 1

Create Your Link My Books Account

Getting started is simple. Create your Link My Books account and connect it to Xero.

Choose Amazon, Shopify or another marketplace as your primary sales channel, then select Xero as your accounting software. If you don’t already have an account, we’ll guide you through the entire setup process.

You’ll achieve:

✅ Create your Link My Books account

✅ Connect your Xero organisation

✅ Configure your tax settings

✅ Prepare your bookkeeping automation

Step 2

Connect Your Business

Connect Your Marketplace Accounts to Your Xero Organisation

Connect Amazon, Shopify, eBay, TikTok Shop & other marketplaces accounts to your Xero organisation and securely link your sales settlements through Link My Books for seamless data integration, Link My Books automatically imports your settlements into Xero, eliminating manual data entry.

You’ll achieve:

✅ Amazon integration

✅ Shopify integration

✅ eBay integration

✅ TikTok Shop integration

✅ Automatic settlement imports

Step 3

We Automate Your Bookkeeping

AI Handles Your Bookkeeping + FCCA Review

We configure Link My Books, once everything is connected, our AI-powered workflows automatically categorise transactions, automate settlement imports and reconciliation, and organise your financial records, reducing manual work and improving accuracy.

You’ll achieve:

✅ AI transaction categorisation

✅ Automated reconciliation

✅ Smart matching rules

✅ Error detection

✅ Faster month-end bookkeeping

Step 4

​Monthly Reporting & Business Insights

Receive Monthly Financial Reports

Every month you’ll receive accurate bookkeeping, financial reports, VAT-ready records and business insights to help you make informed decisions and grow your business, giving you complete confidence in your business finances.

You’ll receive:

✅ Profit & Loss Report

✅ Balance Sheet

✅ Cash Flow Statement

✅ VAT-ready bookkeeping

✅ Business performance insights