RetailGenie
    Integrations

    Bring your own, keep the relationships.

    Six integrations across payments, messaging, accounting, ecommerce, email, and AI. Real status for each: what's shipped, what's in progress, what's parked. No hidden markups; you pay each vendor at their standard rates.

    Helcim

    Payments

    Shipped

    Card payments processed through your own Helcim merchant account.

    What it does

    • Charge cards from the sales terminal
    • Tokenize cards for layaway / financing flows
    • Surface receipts back to the customer record

    Your responsibility

    Sign up for Helcim, share your API token. We integrate; you keep the merchant relationship.

    Pricing

    Helcim charges you their standard interchange-plus rates. RetailGenie never touches the money flow.

    Card fields render inside Helcim's own hosted iframe, so card data never reaches RetailGenie's servers and no column in our database can hold a card number. We have not processed a live card for a retailer yet. If you already have a terminal you like, keep running cards on it and record the sale here instead.

    Twilio

    SMS

    In progress

    Direct REST integration. Your phone numbers, your A2P 10DLC registration.

    What it does

    • Outbound SMS for follow-ups, lifecycle campaigns, delivery tracking
    • Inbound SMS routed through a per-store webhook
    • Hosted SMS for text-enabling existing landlines
    • Per-store numbers, so replies route to the right team automatically

    Your responsibility

    Bring your Twilio account SID, auth token, and at least one phone number per store. You register your own A2P 10DLC campaign and we help you through it. The customer opt-in disclosure is hosted by RetailGenie and is the same wording for every store, because changing it means re-registering the campaign.

    Pricing

    Twilio charges you per message at their standard rates.

    Built and not yet exercised against live Twilio. No store has connected an account or sent a message. Carrier registration for business texting has to clear before any customer texting turns on, and that is per store.

    QuickBooks Online

    Accounting

    Shipped

    Nightly per-store-timezone batch sync of paid POS sales and unpaid invoices.

    What it does

    • Paid POS invoices push as SalesReceipt entries (revenue recognized)
    • Unpaid invoices push as Invoice entries (A/R tracking)
    • ASC 606 deferred revenue ledger for paid-but-undelivered invoices
    • Customer mapping preserves QBO customer IDs end-to-end

    Your responsibility

    Connect via OAuth2 from Settings → Accounting. We refresh the access token automatically.

    Pricing

    QuickBooks charges you for your QBO subscription directly. No markup.

    Shopify

    Ecommerce

    In progress

    Online catalog and order import bridge.

    What it does

    • Encrypted credential connection scaffold ready
    • Per-tenant API key storage via the same SECURITY DEFINER pattern

    Your responsibility

    Connect your Shopify Admin API in advance. The sync engine arrives in a follow-on release.

    Pricing

    Your Shopify subscription is paid directly to Shopify.

    Connection plumbing is shipped; the import / sync engine is in active development. Existing customers will get a notification when it's ready to enable.

    Resend

    Email

    Shipped

    Per-tenant Resend account powers branded receipts, invoices, and lifecycle campaigns.

    What it does

    • Branded invoice and receipt PDFs delivered from your domain
    • Lifecycle email sequences (welcome, re-engagement, win-back)
    • Per-tenant from-address so customers see your domain, not ours

    Your responsibility

    Add a Resend account, verify your sending domain (DKIM + SPF), and connect from Settings → Email.

    Pricing

    Resend charges you for sends at their standard rates.

    RetailGenie's own platform-fallback Resend account handles outbound from the marketing site (this contact form). It's never used for tenant-attributable mail.

    Anthropic

    AI

    Shipped

    Claude powers every AI feature on the platform.

    What it does

    • NL Invoice Creation: voice/text → structured invoice
    • Daily AI Briefing, Sales Coach, Finance Guardian, In-Store Agent
    • Seasonal Forecast, NL Schedule, NL Promotion builder

    Your responsibility

    Nothing. This is a platform-level integration. RetailGenie holds the API key, runs the rate limiting, and currently absorbs every per-call cost on your behalf.

    Pricing

    Bundled into your RetailGenie subscription for now. We cache aggressively to keep cost predictable. If aggregate usage grows past what's sustainable to absorb, we'll surface a transparent pass-through pricing model, never as a surprise, always with notice.

    Every Anthropic call routes through our PII-redaction helper before the prompt is constructed. See /security for the full data-handling story.

    Parked · un-park on request

    Built but not active.

    Orderful (EDI 850)

    EDI

    Parked

    Vendor purchase-order EDI submission.

    What it does

    • Full EDI 850 PO submission scaffold committed
    • Encrypted credential storage ready

    Your responsibility

    Tell us you need it and we'll un-park it.

    Pricing

    Orderful charges per-document at their published rates.

    Intentionally parked. Reactivate on customer request.

    Common asks we don't (yet) support

    Honest about the gaps.

    • Square POS / Lightspeed

      Distinct retail OS. We're a replacement, not a sidecar.

    • Stripe Billing

      Pre-launch. Pilot pricing is invoiced manually until billing infrastructure ships.

    • NetSuite, Sage, Xero

      QBO covers our pilot cohort. Other accounting platforms are scoped post-launch.

    • Klaviyo, Mailchimp

      Built-in lifecycle campaigns via Resend cover the use case for now.

    Need something on this list? Tell us. Pilot customers shape the roadmap.

    Want the data-handling and audit-logging detail for these integrations? See /security