When it comes to running a successful online store, having accurate and comprehensive financial reports is essential. Shopify offers a variety of financial report apps designed to help you keep track of your store’s performance, streamline operations, and make data-driven decisions. Whether you're looking for detailed revenue analysis, profit tracking, or tax preparation, the right app can make a significant difference. In this curated list, we explore some of the best Shopify financial report apps available today. These tools not only offer insightful analytics but also integrate smoothly with your existing store setup. Make informed decisions, improve your financial strategy, and  optimize for growth. Let's dive into the top picks that can transform your Shopify reporting capabilities.

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66 Reviews
Profit Calc: Profit Calculator cover

Profit Calc: Profit Calculator streamlines financial understanding by providing instant profit calculations and insights, eliminating the need for spreadsheets. It offers real-time reports and seamless integration with essential ad platforms, designed for stores using VAT or COD. The app allows viewing multiple store reports together or separately with ease.

  • Real-Time Reporting: Get real-time reports and breakdowns by orders, products, or overall store performance.
  • Ad Platform Synchronization: Syncs effortlessly with Facebook, Google, Bing, TikTok, Snapchat, and Pinterest ads.
  • Integration Flexibility: Supports integration with Aliexpress, Printful, Printify, CJ Dropshipping, and cost per item features.
  • VAT and COD Compatibility: Configured specifically to accommodate stores using Value Added Tax and Cash on Delivery.
  • Multi-Store Reporting: View multiple stores' performance together or separately within one comprehensive report.

The app's outstanding advantages, as highlighted by users, include smooth setup and integration, precise and affordable cost analysis, and exceptional customer support. Reviewers particularly appreciate Jamie’s personal assistance in problem-solving and customization of each user’s dashboard, enhancing overall user experience and satisfaction.

93 Reviews
Profitario ‑ Profit Analytics cover

Profitario ‑ Profit Analytics is an app designed to streamline the process of reporting net profit, margins, disputes, and customer lifetime value by automatically importing data from various platforms like Shopify, AliExpress, Facebook Ads, and PayPal.

  • Seamless Integrations: Automatically imports data from platforms like Shopify, AliExpress, Facebook Ads, and PayPal.
  • Comprehensive Reporting: Generates detailed reports on net profit, margins, expenses, and lifetime value of customers.
  • Time Efficiency: Reduces the time spent on manual calculations, allowing users to understand their financial status quickly.
  • User-Friendly Interface: Provides an easy-to-use interface for monitoring essential business metrics in real-time.
  • Free Trial: Offers a 14-day free trial for stores of all sizes, allowing users to experience the app risk-free.

Profitario has been praised for its transformative effect on managing Shopify stores, providing comprehensive and real-time insights into business metrics. Users find it particularly valuable for its ability to simplify profit tracking and decision-making, with a simple interface and effective reporting features that reflect a deep understanding of a store's financial health. - User Rating: 5/5

EpsiVal ‑  Business Valuation cover

EpsiVal - Business Valuation is an intuitive app designed to provide indicative business valuations with minimal input. By using evolving datasets that reflect the current market state, it assists users in making informed decisions whether they're curious, selling, or seeking financing.

  • Ease of Use: EpsiVal requires only a single input to deliver a valuation, simplifying the process for users.
  • Instant Results: By clicking the Get Valuation button, users receive immediate valuation range feedback.
  • Dynamic Algorithm: Utilizes a constantly evolving dataset to ensure valuations are current and relevant.
  • Versatility: Suitable for various purposes such as curiosity, business sale, or financing assessment.
  • Continuous Valuation Updates: Allows users to check back and see how valuations change over time, reflecting market trends.

The app's outstanding advantages are its simplicity and efficiency, highlighted in user reviews. Many appreciate the one-click installation and immediate results that aid in financial planning. Consistently high ratings emphasize EpsiVal’s user-friendly interface and reliable valuations, regarded as invaluable for strategic business decisions.

Bookkeep Accounting+Sales Tax cover

Bookkeep: Sales Tax+Acctg Sync is a powerful app designed to streamline and automate your e-commerce accounting and sales tax processes. It supports over 60 platforms, allowing you to sync unlimited transactions and users effortlessly. With Bookkeep, your payments are automatically reconciled to match your bank feeds, providing peace of mind and accurate financial management.

  • Automated Payment Reconciliation: Automatically matches and reconciles payments to your bank feeds for accurate financial tracking.
  • Sales Tax Automation: Powered by Avalara, this feature ensures you never overpay your sales tax, simplifying tax compliance across jurisdictions.
  • Multi-Platform Support: Connect and manage multiple e-commerce channels with support for over 60 platforms.
  • Flexible Revenue Recognition: Offers options to recognize revenue by Order Date or Ship Date, catering to diverse business needs.
  • Accurate Data Handling: Seamlessly manages transactions in different currencies and accounts for refunds, exchanges, and fees.

The app consistently receives high praise for its ability to save time and efficiently automate complex accounting tasks. Users appreciate the seamless integration and support provided, recognizing Bookkeep as a game-changer in managing e-commerce finances. It allows users to confidently expand their client bases by offering reliable and accurate accounting solutions.

1,736 Reviews
Report Pundit: Custom Reports cover

Report Pundit is a comprehensive reporting tool tailored for Shopify store owners, allowing the creation of unlimited custom reports and leveraging prebuilt examples. It seamlessly integrates with multiple data sources, enabling users to generate detailed analyses across sales, tax, inventory, fulfillment, and more.

  • Free Report Service: Custom reports are created for you without extra charge, allowing users to focus on data analysis rather than report-building.
  • Export Options: Reports can be exported in Excel, CSV, or PDF formats, facilitating easy sharing and record-keeping.
  • Automated Reports: Schedule reports to generate automatically, saving time and ensuring regular data updates.
  • Data Integration: Links with over 30 apps across payment, shipping, and marketing sectors, providing a holistic view of business operations.
  • Multi-Store Support: Unified reporting for multiple Shopify stores, easing data consolidation and management.

The app's standout advantage, as highlighted by users, is its extraordinary customer service, providing prompt and efficient assistance in creating and customizing reports. This ensures that even users with little experience can produce complex, tailored reports with ease. Additionally, its user-friendly interface and comprehensive feature set make it an indispensable tool for data-driven decision-making in Shopify stores. The reliability and responsiveness of the support team further amplify its value, ensuring a superior experience for all users.

1,164 Reviews
BR ‑ Better Reports cover

Better Reports is a powerful tool for analyzing sales, payments, inventory, customers, payouts, and more. It offers numerous pre-built reports, the ability to create custom reports, and features like POS support, Google Sheets integration, multi-store reporting, and multi-currency handling. You can export or schedule reports to be emailed automatically.

  • Customizable Reports: Create tailored reports using custom fields, metrics, and formulas to suit your specific business needs.
  • Pre-built Reports: Access a variety of ready-to-use reports for quick insights without starting from scratch.
  • Google Sheets Integration: Seamlessly connect with Google Sheets for easy data manipulation and sharing.
  • Automated Reporting: Schedule reports to be sent automatically via email or to Google Sheets.
  • Multi-store & Multi-currency Support: Manage reports for multiple stores and currencies with ease.

Based on customer reviews, Better Reports stands out for its exceptional customer service, with rapid and personalized responses from the support team. The app's ease of use and ability to replace costly reporting tools make it a valuable addition to any Shopify store. Users appreciate the ability to create customized reports swiftly, efficiently, and with detailed guidance from the responsive support team, often highlighted by name in reviews, further attesting to the personalized assistance provided.

217 Reviews
Report Toaster: Custom Reports cover

Introducing Report Toaster, created by Cloudlab. An extremely powerful reporting and analytics app available for Shopify merchants. Access real-time data from your store to create, schedule and export custom reports across all of your shops, customize by adding columns, using powerful filters, and multi-column sorting.

  • Customizable Reports: Allows users to create, schedule, and export custom reports across all shops.
  • Diverse Reporting Templates: Offers over 120+ report templates to customize and save.
  • Automated Reporting: Scheduled reports can be delivered via email, SMS, or Slack.
  • Multi-Store Reporting: Users can report and compare data from multiple Shopify shops.
  • Data Sharing Options: Export reports as PDF or CSV and share live report links with staff or third parties.

Report Toaster stands out as a top-notch reporting app, praised for offering rich features even in its free version—features that others charge premiums for. It has been noted for its affordability with significant extras in paid options. Users have highlighted the exceptional support team, mentioning their responsiveness and willingness to assist as key advantages of the app.

8 Reviews
Brightflow AI Cash Forecasting cover

Brightflow AI Cash Forecasting is a powerful platform designed to empower small and medium-sized businesses by providing seamless integration with key platforms and offering comprehensive financial data, forecasts, and tools for managing cash flow and scaling operations.

  • Cash flow forecasts: Accurately predict cash inflows and manage outflows more effectively to maintain healthy finances.
  • Financial intelligence: Monitor vital metrics such as revenue, ROAS, LTV, and profitability to make informed business decisions.
  • Business credit score: Assess and track your brand's creditworthiness to ensure financial stability and growth opportunities.

According to user reviews, Brightflow AI Cash Forecasting stands out for its user-friendly interface, excellent support, and its ability to significantly improve financial visibility and forecasting accuracy, making it an invaluable tool for eCommerce businesses aiming to optimize their financial management.

Mipler — Advanced Reports cover

Mipler — Advanced Reports empowers Shopify store owners to effortlessly analyze their store's performance. This app helps create and visualize reports using various data points available such as metafields, tags, and other properties. Users can manage sales analytics, financial reports, tax reports, inventory reports, customer analysis, and more. It offers seamless integration with Google Sheets, and facilitates data merging from multiple stores into one report.

  • Comprehensive Data Analysis: Harnesses various data points like metafields and tags to create insightful reports.
  • Wide Range of Reports: Offers sales analytics, financial, tax, inventory, and customer analysis reports.
  • Multi-Store Reporting: Allows merging data from multiple Shopify stores into one cohesive report.
  • Seamless Integration: Compatible with Google Sheets and Shopify Plus, offering easy data exports and imports.
  • Custom Reporting Service: Offers free report customization services and public link sharing without requiring Shopify admin access.

Description of the app's outstanding advantages based on the app's reviews reveals exceptional customer support, notably from team members like Andrii and Sviatoslav, praised for their attentiveness and quick problem resolution. The app is lauded for its user-friendly interface, robust reporting features surpassing those of Shopify, and its capability to save significant time by automating reporting processes. The adaptability to specific business needs and efficient handling of metafields further enhance its value, making it a highly recommended choice for data management and analytics.

Viable cover

Viable is an innovative financial management app that provides a real-time overview of your finances, helping you to save money through detailed spend insights and aiding in budgeting for business expenses. It allows you to predict financial outcomes and optimize for growth, profitability, or cash flow, making it an essential tool for e-commerce businesses.

  • Real-Time Financial Overview: Offers a complete, real-time view of cash, income, and expenses, eliminating financial guesswork.
  • Detailed Spend Insights: Provides in-depth expenditure insights categorized by supplier, enabling strategic savings.
  • Projected Cash Flows: Facilitates budgeting for inventory and operations with current and forecasted cash flow analysis.
  • Profit and Loss Projections: Features live P&L accounts with margin and net profit projections for financial forecasting.
  • Growth Optimization: Designed by e-commerce finance experts to optimize for growth, profit, or cash flow.

Users commend Viable for its intuitive interface that simplifies financial management, its ability to provide insightful and actionable financial data, and its robust forecasting tools that aid in making informed, strategic business decisions.

4 Reviews
Unique Transactions Code cover

Unique Transactions Code is an app designed to streamline the process of managing manual payment methods for stores. By ensuring each order total is unique, it helps prevent errors when verifying payments before marking an order as PAID. The app integrates a unique code into the order total directly on the cart page.

  • Unique Order Total: A unique code is added to each order's total, reducing errors in payment verification.
  • Convenient Integration: Easily integrates into the cart page to ensure seamless management of order totals.
  • Enhanced Payment Accuracy: Ensures accuracy by making sure payments are verified before changing order status to PAID.
  • Beneficial for Manual Methods: Tailored for stores utilizing manual payment methods and manual payment capture.

Based on user reviews, Unique Transactions Code stands out for its reliability in ensuring payment accuracy and its ease of integration into existing systems. Customers appreciate the reduction in human error and the peace of mind it provides by automating the verification process, making it essential for stores relying on manual payment confirmations.

4 Reviews
Dashi MYOB Accounting Sync cover

Dashi MYOB Accounting Sync is an app designed to seamlessly integrate your Shopify data with the MYOB accounting system, either AccountRight or Essential. By automating data synchronization, it eliminates the need for manual entry, ensuring that transactions, products, and inventory are consistently up-to-date.

  • Comprehensive Transaction Sync: Facilitates syncing of sales, COGS, refunds, fees, gift cards, taxes, and multiple payment gateways into relevant accounts.
  • Flexible Configuration: Offers customizable settings to sync transactions, customers, and products according to user preferences.
  • Hourly Updates: Pushes updates on an hourly basis to ensure the MYOB system reflects the most current data from Shopify.
  • Historical Data Sync: Allows users to synchronize unlimited historical data, providing comprehensive record keeping.
  • Quick Setup: Boasts an easy setup process that can be completed in just three minutes, along with robust customer support.

Based on reviews, Dashi MYOB Accounting Sync stands out for its user-friendly interface, saving significant time on data entry, and excellent customer support. Users appreciate the accurate and timely data synchronization, which enhances their business efficiency.

2,302 Reviews
Data Export IO: Reports cover

Data Export IO: Reports is a powerful tool designed for Shopify store owners to automate reporting processes effectively. It offers a wide array of pre-made reports covering various essential aspects such as Sales, Taxes, Inventory, and more. With advanced customization and scheduling options, store owners can easily export data in multiple formats and organize it according to their needs. The app includes access to free expert assistance for seamless integration and troubleshooting.

  • Pre-made Reports: Access a diverse range of reports for Sales, Products, Payouts, POS, and more, significantly reducing the time to gather insights.
  • Advanced Filters: Add multiple conditions to precisely tailor reports to your needs, making data extraction more efficient.
  • Column Management: Customize reports by freezing, filtering, renaming, sorting, cloning, and hiding fields to meet specific business needs.
  • Export Friendly: Generate reports in user-friendly formats such as CSV, Excel, and PDF to streamline data handling and sharing.
  • Password Protected: Enhance security by adding password protection to restrict access to sensitive data within reports.

The outstanding advantages of the Data Export IO: Reports app, based on user reviews, include its comprehensive data export capabilities and exceptional customer support. Users appreciate the app's flexibility and customization options, allowing them to tailor reports to their specific requirements. Automated scheduling and integration with platforms like Google Drive save significant time, improving operational efficiency. Customer support consistently receives high praise for being responsive, knowledgeable, and dedicated to promptly resolving issues.

1 Reviews
Metriks Profit Dashboard cover

Metriks Profit Dashboard provides a comprehensive solution for store owners to efficiently track and automate their financial overviews, eliminating the need for manual calculations and Excel sheets. It delivers detailed profit reports and integrates smoothly with several advertising platforms.

  • Extensive Profit Report: Automates the generation of detailed financial reports, reducing the reliance on manual Excel sheet calculations.
  • Profit and Loss Statement: Offers detailed profit and loss reports for one or multiple stores, enhancing financial clarity.
  • Advertising Platform Integration: Seamlessly integrates with Facebook, TikTok, Pinterest, and Google Ads, providing a unified dashboard for advertising performance.
  • Multi-store Tracking: Supports tracking of multiple stores simultaneously, allowing for comprehensive performance analysis.
  • Built-in Currency Conversion: Includes automatic currency conversion, ensuring all profits can be viewed in the user's preferred currency.

Based on user reviews, the app's outstanding advantages include its ease of use, seamless integration with various platforms, and the time saved by automating financial reports, making it invaluable for store owners seeking efficient financial tracking solutions.

Reports & Export by SyncWith cover

SyncWith Reports, Data Export offers an incredibly simple and fast way to report on your store and export data. It allows users to run comprehensive reports to analyze sales, inventory, orders, products, customers, and more.

  • Comprehensive Reporting: Analyze various aspects of your store, including sales, inventory, orders, products, and customers.
  • Data Accessibility: Explore all your store data, including tags, metafields, and attributes.
  • Custom Reports: Create tailored reports and metrics to suit your specific business needs.
  • Export Friendly: Generate and export reports using formats like CSV and Excel effortlessly.

Based on user reviews, SyncWith Reports, Data Export stands out for its speed, comprehensive functionality, and user-friendliness, especially when compared to Shopify's native features. Users praise its flexibility with detailed export options and for being a cost-effective solution. It significantly simplifies inventory management and reporting tasks, proving to be indispensable for small business owners with large inventories.

1 Reviews
Custom Reports Export : MT cover

Enhance your business reports with Report Expert, offering a variety of pre-made reports on Sales, Taxes, Inventory, Orders, Customers, Refunds, and more. Create customized reports or get assistance, and export your data efficiently in Excel, CSV, and PDF formats.

  • Extensive Pre-Built Reports: Access over 60 ready-made reports covering crucial business aspects like Sales, Inventory, Products, Customers, and Taxes, saving you time and effort.
  • Custom Report Creation: Tailor reports to your store's specific data needs, allowing for personalized insights and analysis.
  • Advanced Filtering and Sorting: Utilize advanced filters with multiple conditions and sorting options, providing comprehensive data analysis and insights.
  • Efficient Data Export: Export reports in PDF, Excel, or CSV formats, and send them via email for seamless integration with your workflow.

Report Expert is highly praised for its user-friendly interface, flexibility in creating custom reports, and the efficiency of data export features. Users appreciate the ease of accessing detailed reports quickly and the ability to customize them according to specific business needs, significantly enhancing data-driven decision-making.

By Navarino

  • $10-$40 / Month
12 Reviews
Cube Reports cover

Cube Reports is a powerful analytics tool that transforms conventional reporting by providing multidimensional analysis through dynamic pivot tables and charts. Its sophisticated Report Builder allows users to create bespoke reports, utilizing OLAP technology to drill down, slice, dice, and pivot data efficiently for enhanced Shopify analytics.

  • Multidimensional Analysis: Offers dynamic pivot tables and charts for in-depth data exploration.
  • Sophisticated Report Builder: Enables crafting of bespoke reports by crossing data in any sequence.
  • OLAP Technology: Provides seamless data manipulation with drill-down, slice, dice, and pivot capabilities.
  • Pre-built Reports: Includes a variety of ready-to-use reports for instant insights.
  • Data Export: Allows exporting reports to CSV for offline analysis with other tools.

The app's outstanding advantages, as highlighted in user reviews, include exceptional customizability, ease of use, and significant time savings in report generation. Users appreciate the intuitive interface and comprehensive data insights that empower data-driven decision-making.

Pennylane cover

Pennylane is a comprehensive platform that integrates accounting software for accountants and financial management tools for their clients. It centralizes real-time financial flows, enhancing collaboration between business leaders and accountants and allowing accountants to focus more on advisory roles by reducing time spent on data entry through automation.

  • Real-time Financial Centralization: Consolidates all business financial transactions in real-time, streamlining processes.
  • Enhanced Collaboration: Facilitates improved communication and coordination between company leaders and accountants.
  • Automation Features: Offers extensive automation, reducing the manual input required for data entry and documentation retrieval.
  • Comprehensive Accounting Solutions: Combines production software for accountants with financial management tools for their clients.
  • Time Efficiency for Accountants: Allows accountants to focus on advisory services by minimizing routine accounting tasks.

According to reviews, Pennylane stands out for its user-friendly interface and powerful automation features that significantly reduce manual workload and improve accuracy. Users frequently praise its ability to seamlessly centralize financial data, facilitating better strategic decision-making and enhancing collaboration between stakeholders. The platform is highly regarded for increasing efficiency and providing valuable insights into cash flow and financial management.

CollabPay: Multi Vendor Payout cover

CollabPay ‑ Vendor Payouts is an efficient platform designed to streamline the distribution of payouts to vendors. It simplifies financial management for businesses, ensuring timely and accurate payments to collaborators.

  • Automated Payouts: The app automates the entire payout process, reducing manual errors and saving valuable time.
  • Multi-Currency Support: Supports transactions in various currencies, making it ideal for international businesses.
  • Real-Time Tracking: Provides real-time updates on payment statuses, giving users transparency and peace of mind.
  • Customizable Reports: Generates detailed reports tailored to meet specific business needs.
  • Secure Transactions: Ensures all financial transactions are secure with advanced encryption technology.

According to reviews, CollabPay is highly praised for its intuitive interface and seamless integration with existing systems. Users appreciate the reliable customer support and the positive impact on their business efficiency, resulting in high ratings and strong recommendations.

Registro Corrispettivi Facile è un'app innovativa progettata per semplificare la gestione del registro dei corrispettivi in maniera rapida ed efficiente. Con questa app, puoi compilare il tuo registro in soli 60 secondi, risparmiando tempo prezioso per la tua attività. L'app genera automaticamente un file Excel precompilato, conforme alle normative, che puoi scaricare facilmente per archiviazione o revisione. Registrare i corrispettivi non è mai stato così semplice, poiché l'app ti permette di aggiornare i dati in qualsiasi momento, senza attese. Ideale per chi cerca un metodo pratico e organizzato per gestire la propria contabilità, Registro Corrispettivi Facile ti offre uno strumento affidabile e indispensabile per le tue esigenze quotidiane.

In today's competitive ecommerce landscape, having access to reliable financial reporting tools is vital for success. The featured Shopify financial report apps empower you with in-depth insights and essential metrics. By integrating these powerful tools into your business, you can not only simplify financial management but also unlock opportunities for growth and optimization. Choose the app that aligns with your unique business needs and start transforming your store's financial landscape today. Stay ahead in your market with effective financial strategies and leverage these apps for sustained business success.

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