For Bookkeepers & Accounting Firms

Cannabis bookkeeping is hard enough. We run AP and AR.

ShelfSpace is a bookkeeper's best friend. Refer your dispensary clients and we run AP and AR — invoice processing, three-way matching, vendor payments, credit recovery, and collections — syncing clean entries to QuickBooks in real time. You keep the client relationship, close, reconciliations, payroll, tax prep, and 280E. Their books get easier, not harder.

Schedule a Partner Call

Three moves. The operator approves the one that matters.

The easiest way to think about ShelfSpace: we handle the payment-related work for your cannabis clients, retailer and brand alike.

1
Verify what's owed against Metrc. Every vendor invoice is three-way matched to the Metrc manifest and the delivery. Duplicate lines, phantom charges, and short shipments surface before a dollar moves.
2
Move payments on the operator's approval. The operator approves; we cut the payment as a check the vendor can deposit. Nothing leaves the account without a human sign-off.
3
Track it all in QuickBooks for your team to reconcile. Every bill, payment, settlement, and credit writes into your client's QuickBooks, pre-coded, so your close opens to clean entries — not a POS export to rebuild.

What we don't touch: bookkeeping, month-end close, tax, 280E, or fractional CFO work. That stays yours — we complement your firm, we don't compete with it.

You keep the relationship. We run the AP and AR infrastructure.

No overlap. No gray area. Cannabis AP and AR are the work you wish you didn't have to do, and we already do it for a living. Refer your clients — their books get easier, not harder.

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 & AR infrastructure.

  • Invoice ingestion & parsing
  • Three-way matching (invoice ↔ delivery ↔ PO)
  • Per-vendor payment terms (COD, Net, consignment)
  • Vendor payment generation (one-click checks)
  • Credit recovery cycles
  • Consignment settlements
  • AR & collections on invoices they're owed
  • Every vendor email & call handled
  • Vendor portal access
  • 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 your client moves AP to ShelfSpace, 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.

The platform syncs 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 generalist hourly rates. Three-way matching across 40+ vendors, vendor portal management, credit memo reconciliation — this is dedicated infrastructure, not generalist accounting work. For firms already handling it by hand, we lift it off your plate; either way, it runs for less than billing it hourly — see how we work → You keep the close, the reporting, the strategic work.

Three steps. Your engagement is unchanged.

1
Your client onboards through ShelfSpace. See the report first — connect Metrc and 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
The platform 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. QuickBooks sync is part of the ShelfSpace engagement your client runs on — every engagement is custom and scoped in a consult, delivered as software your client drives or done for you. 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.

Or email us directly: support@shelfspace.pro