14 Best Shopify Finance Apps in 2025 | Manage Cash Flow, Track Revenue & Plan for Growth

Mar-01-2025

Strong financial management is the backbone of a successful Shopify business. From tracking revenue and expenses to forecasting future growth, Shopify finance apps help merchants gain full visibility into their finances. These tools allow you to generate financial reports, automate tax calculations, manage budgets, and monitor profitability, giving you the insights you need to make smarter business decisions.

Top Shopify Finance Apps in 2025

2,882 Reviews
QuickBooks Online Global cover

QuickBooks Online Global provides a seamless connection between Shopify and QuickBooks Online, enabling merchants selling outside the US to efficiently manage their accounting, track income and expenses, and automate data entry. The app ensures synchronization of inventory and accounting data, simplifying financial management for Shopify users globally.

  • Automated Invoicing: Easily automate the entry of invoices, customers, and products by connecting Shopify and QuickBooks Online.
  • Inventory Synchronization: Keep stock levels updated between QuickBooks Online (Plus or higher) and Shopify, ensuring accurate inventory management.
  • Data Import: Import sales data directly from Shopify to QuickBooks Online, reducing manual data entry and minimizing errors.
  • Comprehensive Tracking: Track income and expenses to maximize tax deductions and optimize your financial strategies.
  • Multi-Store Integration: Connect all Shopify storefronts to QuickBooks Online, providing a centralized platform for businesses operating internationally.

The app's outstanding advantages are emphasized by highly positive reviews, highlighting the efficiency and reliability of the support team, particularly in resolving synchronization issues swiftly. Users appreciate the reduction in data entry workload, seamless data flow, and the ability to focus more on running their business. The exceptional support and customer service provided by team members like Nick, Ben, and Sherwin make integrating the systems an easy and streamlined process.

2,305 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.

1,744 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.

1,169 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.

TP: True Profit Analytics cover

TrueProfit: Profit Analytics is a powerful platform that provides real-time insights into your store’s true net profit on autopilot, eliminating the need for error-prone spreadsheets. It serves as a comprehensive solution for tracking order metrics and unlocking valuable analytics for informed decision-making.

  • Net Profit Tracker: Provides a real-time profit dashboard to easily monitor your financial health.
  • Auto-Track Costs: Automatically tracks various costs like COGS, shipping, taxes, and more.
  • Real-Time Ad Spend Sync: Syncs ad spend data from platforms such as Facebook, Google, and TikTok.
  • Product and Marketing Analytics: Offers detailed product-level and ad-level net profit analysis.
  • Comprehensive Reporting: Features include Customer Lifetime Value, P&L reports, and an all-store view.

TrueProfit stands out with exceptional user experiences as highlighted by its reviews. Users commend its user-friendly interface, which significantly enhances sales tracking and operational efficiency. Outstanding customer support, frequently recognized for its swift and dedicated assistance, especially when interacting with team members like Grace and Vani, contributes enormously to customer satisfaction. Users highly recommend TrueProfit for businesses needing robust profit analytics and unparalleled customer service.

863 Reviews
Webgility x QuickBooks Online cover

QuickBooks Sync by Webgility is an advanced ecommerce accounting and inventory automation tool for QuickBooks Online. It allows seamless integration of your Shopify store, various online marketplaces, and over 50 other business applications with QuickBooks. The application automates the transfer of orders, inventory, and payout data to QuickBooks in real-time, enabling users to reconcile transactions quickly, eliminate manual data entry errors, and adapt to different sales channels effortlessly.

  • Real-Time Accounting Automation: Instantly downloads and posts orders to QuickBooks, reducing manual bookkeeping efforts.
  • Seamless Shopify Reconciliation: Accurately matches bank deposits and payouts for efficient financial management.
  • Multichannel Inventory Sync: Updates product availability across all sales channels with each transaction.
  • Comprehensive Analytics: Provides insightful sales performance and trend analysis across multiple platforms.
  • 24/7 Operation: Ensures continuous data handling to meet the fast pace of your business operations.

Users have praised the app for its exceptional capability to handle store orders effortlessly, drastically reducing administrative burdens. The robust automation process minimizes manual data entry errors and saves significant time. The app's user-friendly interface, coupled with excellent customer support, makes the integration and onboarding process smooth. Customers appreciate the openness to feedback and the app's adaptability to change, aiding in enhanced efficiency and streamlined operations.

400 Reviews
Fordeer: PDF Invoice Generator cover

This Shopify invoice generator assists B2B and wholesale merchants in achieving tax compliance across various regions, such as the EU, Canada, and India. Users can customize professional PDF invoice templates to reflect their brand identity, batch print, and download orders, and set up automated multilingual and currency-specific invoices without the need for coding. The app offers 24/7 live chat support.

  • Customizable Invoice Templates: Create on-brand professional invoices by selecting from pre-designed templates or customizing them to fit your brand style.
  • Tax Compliance Support: Ensures tax compliance for B2B and wholesale operations in key global markets, including the EU, Canada, and India.
  • Batch Printing and Downloading: Streamline operations by batch printing and downloading orders, saving time and increasing efficiency.
  • Email Automation and Multi-Language Support: Set up automated email campaigns with PDF invoices attached; supports multiple languages and currencies for international customers.
  • Seamless Integration and 24/7 Support: Integrates smoothly with Shopify, POS, and mobile devices, with constant support available through live chat.

The Fordeer: PDF Invoice Generator app receives outstanding reviews for its user-friendly design, feature-rich platform, and exceptional customer support. Users appreciate its ability to simplify the invoicing process with automation, customization options, and seamless integration with Shopify. The responsive and diligent support team, frequently praised in reviews, enhances user satisfaction, making this app a highly recommended choice for efficient invoice management on Shopify.

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.

516 Reviews
WebPlanex: GST Invoice India cover

WebPlanex: GST Invoice India is an efficient tool that automates the creation of GST-compliant invoices from your order data, eliminating the need for third-party software. It features automated customer emails, location-based GST calculations, and branded invoice generation, making it invaluable for multi-location fulfillment.

  • Automated GST Invoices: Automatically fetches order data to generate GST-compliant invoices, streamlining the invoicing process.
  • Location-Based GST Calculation: Allows calculation of GST based on the inventory fulfillment location, suitable for businesses with multiple locations.
  • Branded Invoice Generation: Provides customizable branded invoices with store logos and other essential business details.
  • Sales Reports: Offers detailed sales reports with data necessary for GSTR-3B and GSTR-1 returns.
  • Customizable Templates: Features four different invoice templates that users can customize to suit their specific needs.

Based on user reviews, WebPlanex: GST Invoice India is highly rated for its user-friendly interface, seamless GST invoicing, and customization options. Customers commend the exceptional customer support, especially highlighting personalized assistance and swift problem resolution. It is praised as a game-changer for simplifying GST processes, making it highly recommended for businesses in India seeking effective invoicing solutions.

564 Reviews
Sufio: Professional Invoices cover

Sufio: Professional Invoices is an app designed to automatically create and send professional invoices, credit notes, and other documents, tailored to suit your business needs. It ensures compliance with global regulations for B2C and B2B sales, helps build your brand with customizable templates, and offers stellar support for configuring invoices and taxes.

  • Automatic Document Creation: Instantly generate invoices, credit notes, receipts, and reminders to streamline your billing processes.
  • International Compliance: Produce legislation-compliant documents translated into all major languages, meeting worldwide regulations.
  • Brand Customization: Customize your invoices with your logo, brand colors, and premium fonts to create professional and unique designs.
  • Efficient Batch Processing: Print or download thousands of PDFs at once, allowing for easy distribution and record-keeping.
  • B2B Sales Support: Validate EU VAT numbers and mark customers as tax-exempt to facilitate seamless B2B transactions.

Sufio: Professional Invoices receives outstanding reviews for its user-friendly interface, efficient automation of invoices, and excellent customer support. Users appreciate its seamless integration with Shopify, ability to handle VAT, and the personalized assistance, enabling smooth operation for both B2B and B2C transactions. Rated highly for automated and manual invoice generation tailored to specific needs, Sufio stands out as a top invoicing solution with prompt and effective support.

447 Reviews
Lifetimely LTV & Profit by AMP cover

Lifetimely LTV & Profit by AMP empowers consumer brands with vital insights and reports for effective business decision-making and growth scaling. This app facilitates the tracking of profit, calculation of precise customer lifetime value (LTV), marketing analytics, and the identification of customer purchase behavior patterns. Featuring comprehensive integrations, the app consolidates essential metrics into a single platform with an automated P&L dashboard, shareable email reports, CAC payback tools, and leading cohort analysis capabilities.

  • Real-time P&L Dashboard: Access crucial metrics from platforms like Shopify and Amazon in one centralized, real-time dashboard to make informed business decisions.
  • LTV Insights: Calculate customer lifetime value for different audience segments to drive long-term growth effectively.
  • Cohort Analysis: Analyze customer acquisition cost (CAC) and revenue trends across various channels and audience segments with ease.
  • Product Analytics: Enhance the repurchase rate by gaining insights into customer purchasing journeys.
  • Channel Analytics: Get actionable insights for platforms like Facebook, Google, TikTok, Snapchat, and Klaviyo to optimize marketing strategies.

According to user reviews, Lifetimely LTV & Profit is highly recommended due to its significant impact on business operations. Users commend the app for its comprehensive feature set that aids daily business monitoring and improvements. The platform's responsive customer support, chiefly praised for the efforts of representatives like Alain Sandenbergh, also plays a crucial role in easing the adoption of new workflows, which cultivates user loyalty.

A2X Sync for QuickBooks & Xero cover

A2X Sync for QuickBooks & Xero is a powerful app designed to streamline the reconciliation of Shopify payout data with QuickBooks Online, Xero, Sage, or NetSuite. It categorizes every Shopify transaction into accurate summaries, saving time and improving financial accuracy for merchants, accountants, and bookkeepers.

  • Accurate Categorization: Automatically categorizes Shopify transactions such as sales, fees, taxes, and refunds into summaries that reconcile perfectly with accounting software.
  • Tax Tracking: Assigns tax rules to each Shopify transaction type, helping avoid overpayment and ensuring accurate tax tracking.
  • COGS Alignment: Matches cost of goods sold with Shopify sales to maintain precise financial records.
  • Professional Support: Access to a directory of accounting professionals specializing in Shopify for expert guidance.
  • Multi-channel Automation: Automates e-commerce accounting across multiple sales channels including POS systems.

Based on user reviews, A2X Sync offers outstanding advantages in terms of exceptional customer support and effortless integration. Users praise the app for simplifying complex reconciliations, saving significant time, and providing detailed transaction insights. The support team consistently receives accolades for being responsive, professional, and helpful in resolving issues, leading to enhanced customer satisfaction.

337 Reviews
Lexware Office (lexoffice) cover
Here's a structured description of the lexoffice Integration app, highlighting standout features and a summary of its advantages based on reviews:

The lexoffice Integration app streamlines your accounting by automating the creation of invoices and credit notes, while seamlessly synchronizing payment data and updating financial records. It simplifies tax management, enhances invoicing processes, and supports various payment platforms.

  • Automatic Invoice Creation: Instantly generates invoices and credit notes for every order, minimizing manual effort and errors.
  • Email Delivery: Automatically sends invoices directly to customers via email, improving communication and efficiency.
  • Payment Synchronization: Integrates with multiple payment platforms like Paypal, Klarna, and Apple Pay, ensuring accurate financial tracking.
  • Tax Compliance: Automates booking of OSS-relevant documents, facilitating compliance with tax reforms.
  • Customizable Invoice Layouts: Provides a layout designer for tailoring invoice aesthetics to meet brand standards.

Customers consistently praise the lexoffice Integration app for its efficiency in handling complex invoicing tasks and for significantly reducing administrative burdens. The app is noted for its robust synchronization capabilities, ensuring seamless integration with various payment methods, and for its reliable adaptability to tax requirements. Users appreciate its user-friendly interface that streamlines accounting processes, making it an essential tool for businesses seeking to enhance financial management.

QuickBooks/Xero sync ‑ Synder cover

Synder is an essential app for Shopify merchants that automates syncing of sales, fees, taxes, and more with popular accounting platforms like Xero, Sage Intacct, and QuickBooks. It offers seamless reconciliation, multi-currency, and inventory syncing, significantly simplifying bookkeeping processes.

  • Auto-sync: Automatically synchronizes Shopify sales, fees, inventory, and taxes with QuickBooks, Intacct, or Xero, ensuring accuracy and reducing manual entry.
  • Flexible sync modes: Provides options to sync daily summarized entries or each transaction individually, allowing for tailored bookkeeping.
  • Historical imports: Facilitates importing years of historical transactions with duplicates protection, ensuring comprehensive financial records.
  • Multi-channel support: Automates sales across 25+ platforms, making it a versatile tool for multi-channel sellers.
  • Quick setup: Connects all sales channels in under 15 minutes, minimizing onboarding time and maximizing efficiency.

The app's outstanding advantages include excellent customer support and substantial time-savings in bookkeeping, as evidenced by user reviews praising its efficiency and support team's responsiveness.

Conclusion

Staying on top of your finances is essential for long-term success. These best Shopify finance apps in 2025 give you the tools to understand your cash flow, plan for growth, and ensure your store’s financial health.

Explore these apps and unlock exclusive deals on Taranker to upgrade your financial management today!

Lucy Quach
Lucy Quach
Lucy, the Marketing Manager at Taranker, brings a wealth of expertise in digital marketing and customer engagement. With over a decade of professional experience across diverse industries, Lucy has honed her skills in full-stack marketing, affiliate management, and community growth.
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