Available
Shopify
Commerce
- Online orders flow straight in
- Customers and SKUs stay matched
- Inventory updates both ways
Integrations
Close the books faster. Sync customers, invoices, payments, and inventory with QuickBooks Online in one click. Import bank statements into Tally Prime with AI. Keep finance and operations perfectly aligned.
Connect the systems your business already runs on
Loupe Factory becomes the operational bridge between commerce, accounting, and local books - so orders, inventory, invoicing, and financial workflows stay aligned as one real-time source of truth.
Loupe Factory
Live
Operational core
Orders
Inventory
Production
Shipments
Invoices
Available
QuickBooks Online
Accounting
- Invoices post automatically
- Inventory and items stay in sync
- Faster, cleaner month-end close
Available
Tally Prime
Local books
- Bank statements import securely
- AI-assisted reconciliation
- No rip-and-replace of your setup
Shopify Integration
Shopify orders become a connected Loupe Factory workflow.
A single storefront event turns into sales orders, inventory decisions, production work, shipping, and invoicing without losing context between teams.
01
Order intake
Shopify order received
Every Shopify order can flow straight into Loupe Factory.
02
Sales order creation
Sales order created in Loupe Factory
Order details become a structured sales order, not just a disconnected storefront event.
03
Inventory check
Inventory reserved or checked
Loupe Factory can immediately show what is ready and what must move into production.
04
Factory execution
Production started
If stock is unavailable, the order can move into production with full operational visibility.
05
Shipment and invoicing
Shipment and invoice completed
From order intake to dispatch and invoicing, the workflow stays connected in one system.
Loupe Factory storyboard
Shopify order to shipment in one connected surface
Created
Inventory Reserved
In Production
Ready to Ship
Invoiced
Shopify
Order received
New online order
Customer checkout confirms on the storefront.
#1048
2 items
New order synced
Loupe Factory
Sales order workflow
Sales order
SO-20481
Online order routed from Shopify into Loupe Factory.
Customer
Atelier North
Quantity
6 units
SKU
LF-RNG-214
Notes
Rush finish by Friday
Inventory line item
LF-RNG-214 / Ready stock
Available
0
Reserved directly from on-hand inventory.
Inventory line item
Needs production
LF-BND-318 / Custom finish
Open quantity
0
Automatically flagged for factory work allocation.
Production workflow
Operational work starts with allocation and visibility.
Metal reserved
Stone packet allocated
Bench notes attached
Casting
Setting
QA
Packing
Shipment
Tracking live
UPS 1Z84X30
Ready to ship and track from one screen.
Invoice
Issued
INV-20481
$8,240
Commercial and accounting details stay tied to the order.
Order
Inventory
Production
Shipment
Invoice
QuickBooks Online Integration
Accounting sync stays visible from Loupe Factory to QuickBooks Online.
Customers, invoices, payments, and inventory items move through one connected accounting flow so finance and operations do not lose track of what synced, what matched, and what changed.
01
Connection
QuickBooks Online connected
Connect QuickBooks Online once and keep the accounting link live in Loupe Factory.
02
Record mapping
Customers and inventory items mapped
Customers and inventory items can sync into Loupe Factory so operational records already match the accounting system.
03
Invoice push
Invoice synced to QuickBooks
When billing is ready, Loupe Factory can push a structured invoice into QuickBooks Online without retyping.
04
Payment update
Payment status pulled back
Payment updates can flow back so invoice status stays aligned between accounting and operations.
05
Reconciliation
Sync history and duplicate checks verified
Every background sync runs with visible logs and duplicate protection, so matched records, posted invoices, and payment updates stay traceable.
Loupe Factory storyboard
QuickBooks 2-way sync from mapped records to reconciliation
Connected
Mapped
Invoice Synced
Payment Updated
Verified
QuickBooks Online
Connected company
Accounting source live
QuickBooks Online is authorized and ready for background sync activity.
Northbridge Books
Live
Secure connection active
Loupe Factory
Accounting sync hub
Integration state
QBO-SYNC-0142
Customers, invoices, payments, and inventory items sync share one mapped sync layer.
Company
Northbridge Books LLC
Last sync
2 min ago
Sync mode
Bi-directional
Duplicate protection
Existing-link checks
Validate
Match
Post
Confirm
Customer mapping
Matched accounts
Mapped
0
Loupe Factory links customer records before invoice sync begins.
Inventory mapping
Sync active
Item records aligned
Mapped items
0
Inventory items stay mapped so billing and stock context remain consistent.
Loupe invoice
Ready to push
INV-QBO-2048
USD 8,240
Line items, totals, tax, and currency stay structured before posting.
QuickBooks Online
Posted
Invoice created
Structured invoice data lands in QuickBooks with the linked customer record.
Payment pulled back
Paid
Payment status updated
USD 8,240 received
Loupe Factory reflects accounting status after payment lands.
Customer
Invoice
Payment
Inventory
Sync Log
Reconciliation and activity
Background sync and duplicate checks stay visible.
Customers and items matched
09:14
Invoice INV-QBO-2048 posted to QuickBooks
09:16
Payment imported and invoice marked paid
09:21
HOW IT WORKS
QuickBooks in three steps
No plugins, no CSV exports, no middleware to configure.
1
Connect
Navigate to Workflows → Integrations → QuickBooks Online and click Connect. Authorize access through a secure OAuth window - no API keys to copy.
2
Sync
Choose what to sync - customers, invoices, payments, or inventory items. Pull from QuickBooks or push from Loupe Factory. Each runs independently in the background.
3
Review
Check the activity log for sync status, timestamps, and error details. The dashboard shows connection health and warns you before credentials expire.
Tally Prime with AI
Bank statements turn into reviewable Tally Prime vouchers inside Loupe Factory.
Upload a bank statement PDF, let AI extract and stage the transactions, review ledger mapping, and push cleaner vouchers to Tally Prime without manual re-entry.
01
Document intake
Upload bank statement PDF
Upload an unprotected bank statement and start a structured import instead of manual typing.
02
AI extraction
AI extracts transactions and summary
Loupe Factory parses dates, amounts, narrations, banker's dates, instrument numbers, and counterparties into a staged summary.
03
Ledger review
Ledgers mapped and review staged
Counterparties can map to existing Tally ledgers, while new names are flagged before anything is posted.
04
Voucher export
Clean vouchers pushed to Tally Prime
Credits become Receipt vouchers, debits become Payment vouchers, and self-transfers become Contra vouchers with cleaner metadata.
05
Verification
Reconciliation and verification complete
Import history, Day Book confirmation, and reconciliation stays visible before and after posting.
Loupe Factory storyboard
AI bank import from statement upload to Tally verification
Imported
Parsed
Reviewed
Ready for Tally
Reconciled
Bank statement
Source document
May 2026 PDF
Uploaded from the bank and staged for AI extraction.
31 pages
PDF ready
1 AI credit used
Loupe Factory
AI extraction workspace
AI summary
164 parsed transactions
Closing balance, inflows, outflows, and narration details are staged before review.
Statement period
May 1 to May 31
Closing balance
INR 18,42,360
Credits
INR 9,48,120
Debits
INR 8,91,700
Narrations
Banker's date
Instrument no.
Counterparty
Extract
Normalize
Match
Stage
Ledger mapping
Existing ledgers matched
Mapped
0
Frequent counterparties map directly to existing Tally ledgers before export.
Review queue
Needs review
New names flagged
Suggested ledgers
0
New counterparties stay staged until you approve or create the correct ledger.
Voucher draft
Ready
164 staged bank lines
Review before post
Transactions stay editable before they become final vouchers in Tally Prime.
Push to Tally Prime
Proxy live
Export through localhost
HTTPS to port 9000
Receipt
Payment
Contra
Duplicate guard
Safe
Reimports stay clean
Previously imported lines are staged to skip so the books do not get cluttered.
Statement
AI Parse
Ledgers
Vouchers
Tally
Verification and reconciliation
Posted vouchers and review history stay visible after the import.
Statement parsed and totals checked
09:12
Ledger review approved and vouchers staged
09:18
Vouchers posted and Day Book ready for verification
09:24
IMPACT
Why it matters for your business
Whether you use QuickBooks, Tally, or both - Loupe Factory bridges the gap between operations and accounting.
Save 15-20 hours per month
Eliminate manual data entry between your operations system and accounting software. Sync hundreds of customers, invoices, and inventory items in seconds instead of hours.
Reduce errors and rework
Manual retyping is the biggest source of mistakes - wrong quantities, missed invoices, duplicate entries. Automated sync removes the human error from the equation.
Real-time financial visibility
When invoices, payments, and inventory are always in sync, your finance team sees the real picture - not a version that's days or weeks behind operations.
Audit-ready records
Every sync operation is logged. Every record mapping is preserved. Disconnecting an integration keeps your local data intact for compliance and audit purposes.
Built for global operations
Multi-currency invoicing, multi-tenant isolation, and support for both QuickBooks (popular worldwide) and Tally Prime (the standard in India and South Asia) - wherever your business operates.
Operations and finance, connected
Tie invoices to orders, link inventory movements to production jobs, and reconcile bank statements - all from one platform. No more switching between disconnected tools.
FEATURES
Keep finance in lockstep
Operational accuracy meets accounting rigor.
QuickBooks Sync
Bidirectional sync for customers, invoices, payments, and inventory items. Pull from QuickBooks or push from Loupe Factory.
Tally Bank Import
Upload bank statement PDFs, review AI-parsed transactions, and push clean vouchers to Tally Prime in minutes.
Linked to Operations
Invoices tie back to orders. Inventory syncs reflect production movements. Finance sees what operations sees.
Audit-Ready
Every sync is logged. Every mapping is preserved. Disconnect anytime and your local data stays intact for compliance.
Reduced Rework
No more double-entry. No more copy-paste between systems. Automated sync eliminates the manual reconciliation cycle.
Financial Insights
Track revenue, costs, and payment statuses alongside production and inventory data - all from one dashboard.
Integrations FAQs
Common questions about connecting QuickBooks Online and Tally Prime to Loupe Factory.
Talk to our teamLoupe Factory currently integrates with QuickBooks Online (bidirectional sync for customers, invoices, payments, and inventory items) and Tally Prime (AI-powered bank statement import with voucher posting). Support for additional platforms like Xero and NetSuite is on the roadmap.
No. Loupe Factory tracks every synced record with a mapping layer and checks for existing links before creating anything new. Push requests also include unique transaction identifiers so that even network retries cannot create duplicates.
No. Every transaction is staged for review before posting. You review the AI-parsed transactions and ledger mappings, then click Push to Tally. Nothing changes in your Tally books until you approve it.
Yes. The QuickBooks integration and Tally bank import are independent features. Many businesses use QuickBooks for international operations and Tally for domestic (India) accounting. Both work side by side within the same Loupe Factory organization.
Yes. Both the QuickBooks Online integration and the Tally bank import are available on all Loupe Factory subscription plans at no additional cost. Tally imports use 1 AI credit per bank statement upload.
Yes. Each Loupe Factory organization (tenant) has its own isolated QuickBooks connection and Tally configuration. You can connect different QuickBooks companies to different organizations without any data crossover.
Ready to connect your integrations?
Stop copying numbers between systems. Connect QuickBooks Online or import Tally bank statements - and get back to running your business.
