Automated accounting for cannabis retailers

Bookkeep integrates with POS systems like Treez, Jane, and others to automate daily financial summaries, revenue recognition, and reconciliations—so cannabis dispensaries can scale without manual entry or compliance risk.

Trusted by top ecommerce and retail Shopify brands

Cannabis POS accounting with zero manual cleanup

Automated POS journal entries

Turn daily sales into error-free accounting summaries with full breakdowns, synced directly to QuickBooks, Xero, Zoho, Sage, or NetSuite.
Transforms thousands of daily sales into neat summaries for QuickBooks, Xero, Zoho Books, Sage Intacct, or NetSuite
Entries include gross to net sales, refunds, COGS, and payment method breakdowns (cash vs. other)
Eliminates error-prone manual data entry in cash-heavy environments

Accurate, daily financial reporting

Stay audit-ready with same-day sales reconciliation that keeps P&Ls current and speeds up month-end close.
Enables refreshable, same-day sales reconciliation across locations or business units
Keeps your P&L timely and audit-ready
Accelerates month-end close with clean financials

Cash control & internal compliance

Automate daily cash reconciliation with built-in audit trails for secure, compliant cannabis retail operations.
Automates daily matching of cash drawer, vault, and sales data—critical for secure operations
Includes built-in audit trails to minimize theft and errors
Supports strict compliance in cash-heavy cannabis retail

Multi-location & multi-channel support

Gain complete visibility with consolidated POS revenue, auditable financials, and multi-location support for growing dispensary chains.
Consolidates revenue from POS systems across stores or platforms (e.g., retail, ecommerce) for complete visibility
Ideal for dispensary chains and multi-state operations
Auditable financials at both individual location and organizational levels

Clean reconciliation of every deposit and payment

Whether you accept only cash or hybrid payments, your financials stay reconciled and transparent. No more end-of-day guesswork.
Match daily sales—from any cannabis POS systems—with actual bank deposits
Adjust refunds, cash shifts and fees
Work with you preferred payments, cash or hybrid

Watch our short demo to see how Bookkeep turns Treez data into clean journal entries—automatically.

See how Bookkeep supports automated accounting for cannabis retailers.

You may be interested in our Integrations

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Clover
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EBay
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Toast
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Square
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Stripe
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Xero
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Shopify

What Shopify merchants are saying

See how Bookkeep provides financial clarity for leading Shopify brands.
Read Case Studies
Logo shop sante
“With Bookkeep, we finally found a reliable and efficient solution to connect Shopify and QuickBooks. Managing the accounting for our franchise network is now streamlined and secure. Today, we have the peace of mind that every transaction is perfectly reconciled and that every cent is properly distributed to our franchisees. Bookkeep has become an essential partner for Shop Santé, and we highly recommend their services to any business looking for accurate and efficient accounting automation.”
eric fortier
Eric Fortier
Founder
Logo shop sante
“The closing process has gotten so much more simple because of Bookkeep. We now have real-time numbers that I’m confident are right, giving us the ability to do a lot more higher-level analysis, which is better decision-making for the business.”
eric fortier
Brian Thalman
Financial Controller
Logo shop sante
“I now can take a breath and focus on streamlining procedures, think about the culture I want my company to have, and focus on clients that are better matched for my process… I am now more focused on HR, marketing, and growth. I spend more time on my own company’s financials, which I NEVER did… I also meet with peers, partners, and potential clients in meetings throughout the day, in addition to webinars that I like to participate in.”
eric fortier
Rachel Dauchy
Owner
Logo shop sante
“One of the things I really love about Bookkeep is its compliance area. I can find everything quickly and can see exactly how the entries are calculated and booked, since it’s linked to platforms like Square or Shopify. I have no worries if there is ever an audit… No one else does this. Bookkeep works so well, I forget I’m using it!”
eric fortier
Sherri-Lee Mathers
CPB, AIA
Logo shop sante
“I would just simply recommend Bookkeep because of the confidence that it gives when your transactions are posted and it tells me to expect a payment and then the payment comes in that, that boosts my confidence. I’ve never been able to reconcile the clearing accounts and I would like to be able to do that and we’re closer now than we’ve ever been.”
eric fortier
Forrest Allen
Head of Accounting
Logo shop sante
“All of my e-commerce clients are now on Bookkeep. Bookkeep allows me to provide transparent reports that match the sales platforms on a daily basis. It allows me the opportunity to move forward at a better speed, growing my business efficiently.”
eric fortier
Maureen Stevens
Founder
Logo shop sante
“Bookkeep has saved me hours of time dealing with our clients accepting payments from Square, Shopify, Amazon, etc. This application allows us to even grab historical data as we are wrapping up client books for tax prep. The support is superior. This is a must have tool for every accounting professional.”
eric fortier
Dawn Brolin
CPA, CFE, Owner
Logo shop sante
“My time is worth something. The free time Bookkeep is giving me is more than worth it. By saving a lot of hours each month with Bookkeep, I can work on important things. It’s an investment, not an expense.”
eric fortier
Chip Adkins
Chef/Owner