Commerce & Operations Intelligence Platform

ConsultEvo built a connected reporting environment that retrieves financial data from Xero, processes and transforms it through automated workflows, and presents it through custom WordPress dashboards. The system provides management with easier access to accounts payable, accounts receivable, sales revenue, banking and cash information without requiring manual reporting across multiple systems.

ConsultEvo connected Shopify with ClickUp to bridge ecommerce activity and internal operations. Shopify orders are linked to their corresponding ClickUp tasks, allowing operational teams to work with order information without manually matching records between systems. The setup supports order metadata, fulfilment information and operational fields while keeping Shopify responsible for commerce and ClickUp responsible for workflow execution.

ConsultEvo integrated ShipHero through its API to retrieve operational warehouse data including products, orders and inventory. The integration creates a structured path for this logistics data to be synchronized with the wider platform and stored in Supabase, making it available for reporting, custom applications and future cross-system workflows without requiring users to work directly across multiple source systems.

ConsultEvo built a custom inspection entry application to simplify how inspection data is captured and connected to existing operational workflows. Users can select the relevant purchase order, work through structured inspection steps and submit the result through a dedicated interface. The application then updates the associated ClickUp records and fields, reducing manual entry and keeping inspection information connected to the operational workflow.

ConsultEvo built a custom shipment management application that reads operational data from ClickUp and gives users a focused interface for updating shipment-related fields. The application supports structured shipment updates, connects changes back to the relevant ClickUp task and can attach generated PDF documentation to the operational record. This reduces the need to manage shipment information manually across several ClickUp fields and documents.