Commerce and payment integrations
Transform supported commerce, payment and file events into the intended accounting records using configured customer, product, tax and document rules.
These guides describe the shared FOR:CEO company engine. FOR:AGENT uses MCP for supported operations; examples involving browser forms refer to the included FOR:CEO human workspace. Check live capabilities and authorization before an agent runs a task.
Connect the sale to the right accounting event
An order, successful payment, refund and payout are different source events. FOR:OMNI uses configured transformation rules to decide which supported record should be created and how customer, item, tax and account references are resolved. Supported sources include Shopify, WooCommerce, Stripe, Amazon reports, Chargebee and secure file intake.
Agree the mapping before enabling the flow
Choose the customer strategy, invoice or receipt policy, product matching, shipping and discount treatment, and required fiscal references. Only the intended configured flows should run; a connection is not permission to create every possible document. Review original source data and the resulting accounting output when an exception needs investigation.
What to know before you start
Each connector has its own intake and supported event scope. Do not assume universal bidirectional synchronization, instant processing or automatic coverage of every refund and settlement scenario.
Practical questions
Does connecting a platform activate every transformation?
No. The customer rules and enabled flows determine the intended behavior.
Is an ecommerce refund always the same as a credit note?
The correct target depends on the source event, payment state and agreed accounting policy. Configure the mapping explicitly.
Continue the workflow
Shopify accounting integration
Transform configured Shopify order events into supported accounting documents, with customer, product, shipping, discount and tax mapping defined for your business.
Stripe commerce integration
Transform configured Stripe charge, invoice, payout and refund events into supported accounting records without confusing payment activity with bank-feed connectivity.
Excel and CSV data import
Turn supported spreadsheet rows into accounting records with explicit import instructions, target-document choices and processing outcomes through FOR:DATA.