For Bookkeepers & Accounting Firms

Cannabis bookkeeping is hard enough. Let us run the AP.

ShelfSpace is the AP infrastructure for cannabis bookkeepers and accounting firms. You keep the client relationship, the close, and the strategic work. We run the vendor side: three-way matching, payments, credit recovery, all synced to QuickBooks.

Schedule a Partner Call

You keep the relationship. We run the AP infrastructure.

No overlap. No gray area. Cannabis AP is the work you wish you didn't have to do, and we already do it for a living.

You keep

The client engagement.

  • Month-end close
  • Bank reconciliations
  • Payroll processing
  • Journal entries
  • Financial statements
  • Tax preparation
  • 280E compliance
  • Advisory & strategy
  • Client relationship
We run

The AP infrastructure.

  • Invoice ingestion & parsing
  • Three-way matching (invoice ↔ delivery ↔ PO)
  • Per-vendor payment terms (COD, Net, consignment)
  • Vendor payment generation (Check 21)
  • Credit recovery cycles
  • Consignment settlements
  • Vendor inquiry handling (ShelfiQ)
  • Vendor portal & communication
  • QuickBooks sync (real-time)

Three reasons firms send their cannabis clients to us.

01

Capacity back.

AP eats 10–15 hours a week per cannabis client. Once ShelfSpace runs it, you serve more clients per hour and stop bottlenecking on invoice processing. The hours go back to close, advisory, and strategic work where your firm actually compounds value.

02

Cleaner books.

We sync to QuickBooks in real time. Your close gets faster, not slower. No "where's the invoice for vendor X" emails. Bank rec lines up because the bills, bill payments, and settlements are already in QBO before you open the client file.

03

No upcharge friction.

Cannabis AP is hard to defend at $100/hour. Three-way matching across 40+ vendors, vendor portal management, credit memo reconciliation — this is dedicated infrastructure, not generalist accounting work. We run it for less. You keep the close, the reporting, the strategic work.

Three steps. Your engagement is unchanged.

1
Your client onboards through ShelfSpace. Free evaluation first. Connect Metrc, see the report, decide. We handle the AP setup — vendor onboarding, terms, QuickBooks integration. Your client signs a separate ShelfSpace agreement; their engagement with your firm doesn't change.
2
ShelfSpace runs AP daily; QuickBooks stays in sync. Invoices come in, get matched against deliveries and POs, get paid on the right vendor terms. Bills, bill payments, and settlement entries push to QuickBooks Online in real time. You see clean entries every day, not week-late catch-ups.
3
You keep the close, the reporting, the strategy. Month-end is your work — and it's faster because the AP side is already clean. We send you a monthly summary. If your client asks for help with anything outside AP (close, tax, advisory), we refer back to you.

You'll know in two minutes whether this works for your firm.

You serve 1–5 location cannabis retailers and AP is the work you wish you didn't have to do. Cannabis AP is operationally distinct: Metrc reconciliation, three-way matching across cannabis and non-cannabis vendors, credit memos, consignment settlements. Generalist firms hate it. We do it for a living.
You're trained in cannabis accounting and want a vetted AP partner. If you've gone through cannabis-specific accounting training and you want infrastructure built for the way cannabis vendor finance actually works, we're the spine. You handle the rest.
AP capacity is your firm's bottleneck on growth. You can scale advisory, close, tax, and reporting per partner-hour. AP scales linearly with vendor count and you can't price it the same. Offload the AP, take on more clients, keep the relationship.

Not sure if this fits? Schedule a call — we'll figure it out together.

Common questions from firms.

Do I lose the client relationship?

No. The retailer signs with ShelfSpace for AP, but they stay your client for everything else — close, reconciliations, payroll, financial statements, tax preparation, 280E compliance, advisory work. ShelfSpace runs in parallel with your engagement, syncing clean entries to QuickBooks in real time so your close gets faster, not slower.

What is the referral or partnership model?

Talk to us — we work with several patterns (referral fee, white-label, co-branded). The right structure depends on your firm. We can also keep things simple: warm intro, your client onboards directly, you get a partner brief and a clean handoff.

What if my client wants ShelfSpace to do close, payroll, or tax too?

We don't do close, bank reconciliation, payroll, financial statements, tax preparation, or 280E compliance. That's your work. If a client asks, we refer them back to you.

How does the QuickBooks sync work with my existing chart of accounts?

ShelfSpace pushes vendor bills, bill payments, and settlement entries into your client's QuickBooks Online via OAuth. You map vendors and GL accounts at setup, with per-vendor overrides where you need them. Daily Cleared sync keeps reconciliations clean. See the QBO integration overview for the full mapping.

How do I introduce ShelfSpace to a client?

Schedule a partner call with us first. We'll send you a one-page partner brief, a sample evaluation report, and talking points for the client conversation. Most introductions start with: "You've got AP eating my time — here's a partner I trust to run it."

If you serve cannabis retailers and you want AP off your plate without losing the client, we should talk.

15-minute call. We'll walk through the partnership, share the brief, and figure out whether your firm and ShelfSpace are a fit. No commitment.

Or email Chris directly: chris@shelfspace.pro