Business and Systems Audit //
Business and Systems Audit
Your numbers do not match. We find out why.
Cin7 holds your inventory. Your accounting system holds your books. Your sales channels, 3PL, and EDI feed both. When they stop agreeing, someone fixes it by hand every month.
In 15 business days, we map how orders, inventory, and cash move through your systems. Then we show you where they stop agreeing, and why.
15
business days from confirmed access
5
areas reviewed
Weekly
live working sessions
Partner badges & awards
01 // The reality gap
It is rarely a glitch.
Most teams know something is off. Few know whether it is broken or was never set up. That difference decides every fix after it.
- The integration is broken.Data is often moving. The mappings, tax logic, naming, or timing are off.
- Our accountant can fix it.Accountants adjust outcomes. They do not change how Cin7 records the transaction.
- We fix it manually every month.Manual journals hide the symptom. The cause keeps posting.
- We need better reports.Reports sit downstream. A nicer report of bad data is still bad data.
An audit separates what is truly broken from what was never configured correctly. Fixes made before that step tend to become permanent workarounds. Nobody wants a permanent workaround. They are the houseguests of the systems world.
02 // What we review
Five areas. One honest picture.
We look at how your business actually operates, then at how Cin7 and your accounting system represent it. The gap between the two is where the problems live.
Cin7 process and health
How you buy, receive, store, produce, and fulfill, compared with how Cin7 expects you to.
- Where sales orders start: your website, a sales rep, email, or directly in Cin7
- Purchase order lifecycle and receiving discipline
- Backorders and incomplete transactions
- A usage report that flags stale purchase orders, unshipped sales orders, duplicate SKUs, and manual interventions
- How assemblies and manufacturing are used today
- Whether your setup can track sales commissions
Integrations and sync
Whether data moves cleanly between Cin7 and everything connected to it.
- Cin7 to Xero or QuickBooks Online: account mapping, tax handling, inventory item alignment, recurring sync errors
- Shopify, POS, and BigCommerce order flow, including consolidated postings and returns
- EDI readiness through SPS Commerce
- 3PL routing and shipment confirmation
- ShipStation dependency, including tracking data that never reaches your store
Inventory and financial reconciliation
Whether Cin7 and your books tell the same story.
We spot check. We do not redo your bookkeeping.
- Spot checks of inventory valuation and stock on hand accuracy
- COGS handling and timing
- Spreadsheet adjustments and manual overrides that hide the real numbers
- Inventory across multiple warehouses, including 3PL, bonded, and sample locations
Balance sheet and control accounts
Where drift hides.
- Clearing accounts, prepayments, landed cost entries, and production accruals
- Duty and tariff treatment for imported goods
- Whether inventory movements and purchases trigger the right postings at the right time
- Unposted transactions, payment workflows, and bank reconciliation alignment
Process, roles, and controls
Who does what, and who owns the fix.
- Where purchase invoices, bills, and freight entries should start, and where they start today
- Exposure created by dual data entry or unclear ownership
- Daily store closing procedures and how they post
- Manufacturing and fulfillment controls
- Documented processes versus tribal knowledge
03 // From the floor to the ledger
What happens in operations shows up in the books.
Fiskal reads both sides. That is how we trace a number in your reports back to the workflow that caused it.
- Purchase invoices can be created in Cin7 or in Xero, with no rule for whichDuplicate entry, incomplete cost capture, inventory value that drifts
- Imported goods move through a bonded warehouse and a 3PL, with duty and landed cost handled ad hocCost of goods sold that is wrong in amount, timing, or both
- Daily POS sales post to Cin7 as consolidated entriesRecurring sync failures and clearing accounts that never reconcile
- Returns arrive late and transfers move between locationsStuck entries and inconsistent inventory data
- Orders can start in your store or in Cin7, and nobody has decided whichOrders entered twice, or not at all
- Three people share ownership of Cin7Accounting spends more time troubleshooting than closing
04 // What it costs
You cannot steer by numbers you do not trust.
Purchasing, hiring, and growth plans all lean on inventory, margin, and cash figures. If those figures disagree across systems, every decision rests on a guess.
The gap widens as order volume grows.
Your team feels it first. They spend the month troubleshooting instead of closing.
Growth makes it worse. More orders mean more transactions, and more transactions mean more drift.
The audit gives you a factual baseline before you spend another dollar on fixes.
05 // How we work
15 business days. Weekly sessions. No black box.
Access
The clock starts when we have access to your systems, documents, and processes.
Review
We work through the five areas above and run the usage report.
Working sessions
Every week, we meet live. We review progress, solve issues together, and adjust to what we find.
Report and roadmap
You receive a structured diagnostic report and a prioritized path forward.
Between sessions, you follow progress on a shared roadmap. No waiting until day 15 to find out what we found.
You get a specialist team, not one consultant.
- Systems Leadowns the engagement and its milestones
- Systems SpecialistCin7 configuration and integrations
- Accountantreconciliations and transaction accuracy
- Customer Success Manageryour advocate for communication and accountability
- Platform Support Teamour COO, CEO, and Operations Manager, with deep experience in specialized tools
06 // The report
A diagnostic you can act on.
- Key findings across Cin7, your accounting system, and your operations
- Root causes behind the friction, integration confusion, and financial exposure
- An order of operations model: where each transaction starts, where it is processed, and how it posts
- Priority configuration issues and data integrity gaps
- A phased roadmap with next steps for integrations, processes, and where to find more value
Prefer to fix things with your own team? Go ahead. You leave with a blueprint built on your actual business, not generic system theory.
07 // After the audit
The audit does not fix anything. On purpose.
Fixing before diagnosing is how workarounds get born.
Take the roadmap and go.
Your team executes. You have the plan.
Or fix it with us.
Cleanup, reconfiguration, and process work run as a project, with scope, deliverables, and time estimates agreed upfront.
One rule either way: Fiskal does not start ongoing services until your Cin7 setup is stable, reconciled, and working as intended. Support only helps when the foundation holds.
08 // Who we help
Built for inventory businesses between $1M and $100M.
This audit is for you if:
- You implemented Cin7 on your own and it is not yet live, or not yet trusted
- Orders come from more than one place: your store, a POS, a marketplace, EDI, or sales reps
- Inventory sits in more than one location, including a 3PL
- Month end close takes longer than it should
- Sync errors keep coming back
- Nobody can say who owns which workflow
Situations we audit:
Implemented on your own, not yet live.
Cin7 Core is set up. Products, suppliers, and customers are imported. Integrations are started. Stock is spread across a 3PL, a bonded warehouse, and a sample warehouse. Open orders are waiting. Nobody is sure where an order should start.
Live, growing, and unstable.
Many retail locations, in house manufacturing, a distribution center, and ecommerce. Cin7 feeds the accounting system. Consolidated store sales fail to sync. Clearing accounts do not reconcile. Returns get stuck.
09 // Testimonials
What clients say
"Fiskal strategically designed the Cin7 setup that best serves our specific operational needs as a rapidly growing CPG startup. They took a measured approach to help our team incorporate the platform to our daily operations without disruptions. Fiskal has been instrumental in training our team on Cin7 best practices and utilizing its many tools. Ongoing consultation with Fiskal has helped us build resilient and flexible accounting practices that have allowed us to incorporate multiple channels."
Sesh"Working with Fiskal feels like working with a friend, the workflow is very easy. One of my favorite things to do daily is working with Fiskal to set up our Cin7. Whenever we have a question, it's either easily answered on the spot or there's a week at most and then we have a resolution. Great turnaround time for a complex system set up like ours. It's been a great addition!"
Blazy Susan"Working with Fiskal has been extremely deliberate and structured. They are very well organized. It sometimes feels slow, but at the same time, that slow is the nemesis of deliberate — you can’t have speed and be incredibly deliberate at the same time. I think it’s a good change of pace for us, it truly is. It is a very refreshing change of pace. I do truly enjoy working with them which is why I’m entertaining the concept of really making this a more permanent, long-lasting engagement."
Low Temp Industries"Fiskal have helped us so much over the past six months that I would without hesitation jump in all over again. They were a blessing in disguise for us. It's exactly what we needed to bring this across the line and I see a partnership with Fiskal as we both evolve."
High to Low Voltage"The experience thus far has been very professional and informative. Each touch point from initial discovery call through to onboarding and task completion has been handled very well. The communication is clear and informative and has provided me with a high level of confidence to move forward with Fiskal in solving our operational and financial complexities."
First Class Hampers"Overall, we truly appreciate the support and guidance from the Fiskal team. It has been very helpful in improving our processes."
SoHa Brands"Our experience working with your team has been really incredible. The degree of attention to detail is impressive and has really helped us and has been inspiring to us to work on systems outside what we do with Fiskal to support all of this. We're telling other providers to be like the Fiskal team. There there's a lot of rigor, a lot of follow through, a lot of care that goes into all of it. It's frankly inspiring. We're pleased to be working with your people. We are not driving everything."
August Uncommon Tea"Working with Fiskal feels like working with a friend, the workflow is very easy. One of my favorite things to do daily is working with Fiskal to set up our Cin7. Whenever we have a question, it's either easily answered on the spot or there's a week at most and then we have a resolution. Great turnaround time for a complex system set up like ours. It's been a great addition!"
US Cones"I can sleep much easier at night knowing that we have accurate numbers across all my software."
Davids USA"Fiskal is like an internal team member with super capabilities. We have a single point of contact, but the capabilities of a full finance team at a fraction of the price."
Planet of the Vapes"Yesterday I got off a call with Fiskal feeling both excited and melancholy. I am incredibly impressed with their efficiency, communication, thorough work ethic, and professionalism. The excitement comes from seeing what's possible with the right expertise. The sadness comes from realizing what we didn't know we didn't know. We've learned so much along the way, but it's been since working with you and your team that I truly understand how much we could have benefited from your guidance 3years ago"
Play Pits"I've done system implementations before, some bigger, some smaller, and it can easily go sideways quickly. But as far as implementations go, this one was relatively smooth. In the overall scheme of things, Fiskal did great. They have a really, really good team and a good process. These guys are very impressive."
Brutus Broth10 // Questions
Business and Systems Audit, answered
What is a Business and Systems Audit?
A structured review of how your business runs across sales, purchasing, inventory, fulfillment, EDI, and finance, and how those workflows show up in Cin7 and your accounting system. It gives you a factual baseline before any fix begins.
What does it cover?
Five areas: Cin7 process and health, integrations and sync, inventory and financial reconciliation, balance sheet and control accounts, and process, roles, and controls.
How long does it take?
15 business days from the point you give us access to your systems, documents, and processes.
What do you need from us?
Access to your systems, documents, and processes, plus time for a weekly live session.
Will you fix the issues during the audit?
No. The audit finds root causes and builds the roadmap. Fixes come after, as a separate project with its own scope.
Do you redo our bookkeeping?
No. We determine whether your systems will produce reliable financial data as volume grows.
Can my team use the roadmap without you?
Yes. Many teams do. The report is written so your team can execute it.
11 // Related