Ecwid Financial tasks apps 2025

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Quickbooks Online via Zapier

(1/5)

1 Reviews

Quickly connect QuickBooks to apps using Zapier for seamless integration. Show more

QuickBooks Online via Zapier is an efficient solution designed to simplify accounting tasks, allowing businesses to manage their finances with ease. The app facilitates tasks such as creating and sending invoices, generating sales receipts, and preparing estimates, while also securely storing customers' contact information. By integrating QuickBooks Online with Ecwid by Lightspeed through Zapier, users can automate workflows and seamlessly connect various apps and services. This integration is achieved through Zaps—customizable automation tasks that trigger specific actions across connected platforms. For instance, users can automate the transfer of payment data to QuickBooks when a new, paid order is processed in their store. This streamlined process enhances efficiency and accuracy, particularly for small to medium-sized businesses seeking to optimize their financial management systems. Detailed step-by-step instructions are available to guide users in setting up and maximizing these integrations.

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Track sales

Create invoices

Manage finances

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mazeed

$22-$399 / Month

8.2

2 Reviews

Taking care of all your bookkeeping and VAT return reports. Show more

McLedger is a cutting-edge finance application designed to streamline and simplify accounting processes for small businesses and freelancers. By offering intuitive features, it allows users to effortlessly manage their income and expenses, track invoices, and generate detailed financial reports. The app integrates seamlessly with various banking platforms, ensuring real-time updates and accuracy. With an emphasis on user-friendly navigation, McLedger makes financial management accessible even to those with minimal accounting experience. Its robust security measures safeguard sensitive data, providing peace of mind to users. The app also offers customizable tools, allowing businesses to tailor their financial tracking according to specific needs. McLedger is an essential tool for anyone looking to keep their finances organized and under control.

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Financial tracking

Bookkeeping automation

Vat reports

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Finance Connect

$5-$40 / Month

Simplify financial reconciliation with accurate data Show more

Finance Connect is your go-to app for streamlining financial transaction management with ease and efficiency. Designed to seamlessly integrate with your operations, it allows you to send and receive detailed order and refund information via a robust API. This feature-rich app lets you effortlessly resend individual or multiple transactions within a specified date range, facilitating organized reporting and reconciliation. By simply providing API credentials and endpoints, you can automate the delivery of transaction data, making it readily consumable for accounting and auditing purposes. Whether you’re handling complex order data or simple refunds, Finance Connect enhances your financial workflows with precision. Experience the convenience of managing your financial transactions more effectively with Finance Connect.

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Api integration

Send transactions

Receive transactions

Resend transactions

Detailed transactions

Date range filtering

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StockFi: Financial AI Advisor

$6 / Month

AI-driven financial insights and real-time stock data at your fingertips. Show more

StockFi: Financial AI Advisor is a cutting-edge application designed to streamline your financial research with lightning-fast efficiency. Leveraging advanced AI technology, it offers instant responses to all your stock-related inquiries, enabling effortless interaction for personalized financial insights and analytics. With real-time data sourced from TradingView, users can access interactive stock charts to explore trends, price history, and detailed financial metrics. The app features dynamic interfaces that adapt to user-specific queries, offering tools like heatmaps and stock screeners for swift analysis and comparison. Experience blazing-fast performance that ensures seamless access to market news and data, allowing you to make informed decisions in the ever-changing world of finance. Whether you're seeking company insights or market trends, StockFi empowers you with all the tools necessary to stay ahead in the competitive financial landscape.

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Instant financial chatbot

Live stock charts

Dynamic financial interfaces

Blazing-fast performance

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Parker

8.2

1 Reviews

Banking & Financial Analytics that drive Profits & Cashflow Show more

Parker is an innovative app designed to provide a comprehensive understanding of your financial health. With its robust banking infrastructure and seamless integration capabilities, Parker ensures that managing your finances is both modern and effortless. It employs AI for intelligent transaction categorization, helping you clearly see where your money is going. Real-time analytics offer valuable insights into your profitability, allowing you to pinpoint key changes in your contribution margin. Parker’s detailed 360-degree view of your core finances aids in strategic growth with profitability as a central focus. Whether it’s managing cash or overseeing payments, Parker simplifies and enhances your banking experience.

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Seamless integrations

Comprehensive analytics

Real-time profitability

Easy banking

Ai categorization

360-degree finance view

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SellersFunding

Empower e-commerce growth with customized financial solutions and global payments. Show more

SellersFunding is your go-to financial solutions app designed to empower e-commerce sellers. Our mission is to drive growth for online businesses by offering a suite of tailored financial products that meet unique business needs. Whether you need Working Capital funding, Invoice Factoring, or Daily Advances, SellersFunding is here to boost your cash flow and accelerate business expansion. Our Digital Wallet allows for seamless transactions, enabling you to send and receive payments across over 180 countries and in 35 different currencies at no cost. Additionally, our Prepaid Business Card provides your team the flexibility to make online transactions anywhere Visa is accepted, with the added benefit of earning up to 2% Cash Back on all purchases. Join thousands of e-commerce sellers who trust us to scale their businesses, grow their revenue, and enhance profitability.

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Digital wallet

Working capital funding

Invoice factoring

Daily advance

Prepaid business card

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Quickbooks Online via Zapier

(1/5)

1 Reviews

Quickly connect QuickBooks to apps using Zapier for seamless integration. Show more

QuickBooks Online via Zapier is an efficient solution designed to simplify accounting tasks, allowing businesses to manage their finances with ease. The app facilitates tasks such as creating and sending invoices, generating sales receipts, and preparing estimates, while also securely storing customers' contact information. By integrating QuickBooks Online with Ecwid by Lightspeed through Zapier, users can automate workflows and seamlessly connect various apps and services. This integration is achieved through Zaps—customizable automation tasks that trigger specific actions across connected platforms. For instance, users can automate the transfer of payment data to QuickBooks when a new, paid order is processed in their store. This streamlined process enhances efficiency and accuracy, particularly for small to medium-sized businesses seeking to optimize their financial management systems. Detailed step-by-step instructions are available to guide users in setting up and maximizing these integrations.

Show less

Track sales

Create invoices

Manage finances

Get App

Order Automator

$10-$25 / Month

9.2

96 Reviews

Automate tasks like tagging, fulfillment, monitoring, and more Show more

Order Automator is your 24/7 digital assistant, streamlining order management with automation based on customizable rules. This app proactively evaluates incoming orders against your specific settings and executes the necessary actions, with options to bulk process historical orders. Enhance your e-commerce efficiency by setting up monitoring actions like canceling high-risk orders or notifying team members about refunds or unfulfilled orders. Order Automator continuously evolves, offering new features and even custom functionalities per your request. It facilitates organization and marketing efforts through automated tagging of orders and customers, simplifying filtering and exporting. Additionally, it integrates seamlessly with Amazon FBA for inventory synchronization and order fulfillment, while auto-sending notifications to vendors and staff based on order conditions. Safeguard your operations by preventing fraudulent orders, ensuring that you stay informed and in control.

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Custom automations

Order fulfillment

Email notifications

Bulk processing

Auto tagging

Fraud monitoring

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NoteDesk ‑ Tasks, Notes & CRM

$7.99-$14.99 / Month

9.1

14 Reviews

CRM To-Do List, task and Project Management for your Shop Show more

NoteDesk is a versatile application designed to streamline the management of your Shopify business. It offers a comprehensive suite of features to track and manage daily business operations effectively, including task creation, customer tracking, and project planning. With NoteDesk, all important notes and to-do lists are centralized, allowing for seamless management of projects and tasks. The app facilitates team collaboration by enabling task assignment to team members, along with setting deadlines and reminders to ensure timely completion of business processes. It also supports various business needs such as tracking refunds or returns, creating internal wikis, and managing CRM activities. Additionally, NoteDesk is tailored to accommodate specialized functions like influencer outreach, handling customized orders, and managing handmade orders. By providing notifications and reminders, NoteDesk helps ensure that all aspects of your Shopify store are managed efficiently.

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Team management

Track returns

Create tasks

Track customers

Plan projects

Manage notes

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Task Sync | Mange tasks

Streamline Your Workflow with Effortless Efficiency Show more

Task Sync | Manage Tasks is an innovative app designed to streamline task management for Shopify merchants around the world. In the fast-paced world of online commerce, Task Sync stands out by enhancing efficiency, making it easy to consolidate and manage tasks directly from your Shopify dashboard. This intuitive platform allows you to create personalized and customizable task lists tailored to your specific business needs. With real-time collaboration features, you can invite team members, assign tasks, and work together seamlessly. The app also enables you to set deadlines, receive timely reminders, and keep up-to-date with detailed progress updates and changes made by team members. Optimize your business operations today with Task Sync, and experience a revolutionized approach to task management.

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Personalized task lists

Team collaboration

Deadline reminders

Task progress updates

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Shoptopus ‑ Bulk Product Edit

$9.99-$19.99 / Month

8.2

8 Reviews

Bulk edit and manage your products, create automated tasks. Show more

Shoptopus - Bulk Product Edit is a dynamic and ever-evolving product inventory management tool designed specifically for Shopify store owners. This app stands out by offering not just bulk editing capabilities but also a commitment to regularly updating features based on user feedback and emerging needs. It empowers merchants to effortlessly modify extensive amounts of Shopify product data, helping them manage their inventory with precision and ease. Users can create and save unlimited bulk actions, making repetitive tasks a breeze, and even schedule these actions to occur automatically. For unique situations, Shoptopus provides the flexibility to create one-time tasks that can be triggered manually. The app also accommodates nearly limitless bulk product editing scenarios, ensuring that store owners have the tools they need to efficiently manage their product catalogs. If users require new features, Shoptopus thrives on feedback and is committed to meeting user demands to enhance functionality and user experience.

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Bulk editing

Schedule edits

Automated tasks

Save bulk actions

Manual tasks

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NoteHub

Manage tasks, orders, and inventory with custom notes. Show more

NoteHub is a versatile app tailored for merchants seeking efficient task organization, order management, and inventory tracking. It offers the ability to create custom notes and statuses, making it easier to manage tasks across various business areas. The app's seamless integration ensures that order and inventory notes are directly linked to specific products or orders, allowing for detailed tracking and management. Merchants can benefit from stock alerts, which notify them when inventory levels are low, ensuring timely restocks. NoteHub's user-friendly interface greatly simplifies daily operations, enhancing overall business organization. Additionally, the app supports attaching notes to individual orders, accessible directly from the order page, and enables creating, editing, and managing statuses for efficient note classification and filtering. With these features, NoteHub optimizes merchants' workflow, making task and inventory management more streamlined and effective.

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Status tracking

Task management

Stock alerts

Custom notes

Linked product notes

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Bayadesk

$5-$19 / Month

Effortlessly manage tasks, create forms:streamline workflows Show more

Bayadesk is a versatile SaaS application designed to enhance business efficiency for merchants by streamlining order management, task delegation, and user assignments. This platform simplifies the complexities of business operations, allowing users to easily allocate tasks to team members and oversee their progress. Bayadesk provides a comprehensive suite of features including order management, task assignment, and client communication, ensuring all aspects of business management are seamlessly integrated. The app also includes a form builder that enables users to create custom forms for various business needs, further facilitating operational flow. By offering these functionalities, Bayadesk serves as an essential tool for merchants seeking to optimize their workflow and improve overall productivity. With its user-friendly interface and problem-solving capabilities, Bayadesk supports merchants in maintaining organized and effective business operations.

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Form builder

Manage orders

Task assign

Client communication

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viaSocket

Automate tasks and sync Ecwid effortlessly with viaSocket. Show more

viaSocket is a powerful tool designed to enhance your business operations through automation and seamless integration. Tailored for merchants, this app automates routine tasks, reducing the need for manual intervention and allowing you to focus on business growth. By integrating your Ecwid store with various applications, viaSocket ensures smooth data flow, minimizing errors and saving valuable time. Whether you need to sync orders, update inventory, or manage customer data, viaSocket handles everything effortlessly. Furthermore, the app provides actionable insights and real-time analytics to help you make data-driven decisions that boost sales and efficiency. With viaSocket, you can eliminate repetitive tasks, leading to a more productive, efficient, and profitable online store. Say hello to streamlined business processes and goodbye to operational headaches with viaSocket.

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Real-time analytics

Automate tasks

Integrate tools

Streamline workflows

Sync ecwid

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Shop Genie

"Automate Shopify tasks effortlessly with natural language commands." Show more

Shop Genie is a powerful app designed to streamline Shopify store operations through intuitive natural language commands. With a simple prompt, merchants can efficiently manage tasks such as canceling orders, updating shipping addresses, and issuing refunds. This automation of repetitive actions not only saves valuable time but also minimizes errors, thereby boosting operational efficiency. By reducing the complexity of store management, Shop Genie enables merchants to concentrate on business growth and customer engagement. The app provides a seamless experience by executing order changes and adjustments swiftly, just by using your own words. Whether it's handling routine tasks or making quick adjustments, Shop Genie simplifies the management process, allowing for a smoother and more productive operation.

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Update shipping addresses

Natural language commands

Automate order cancellations

Effortless refunds

Reduce operational errors

Install App

Zapier

Zapier: Automate tasks by connecting apps seamlessly, no coding needed. Show more

Zapier is a powerful online automation tool designed to streamline your workflow by connecting your favorite apps and services. With Zapier, you can create "Zaps," automated workflows that seamlessly integrate two or more apps to perform repetitive tasks automatically. This means you can focus more on your work and less on manual data entry or switching between applications. Zapier’s user-friendly interface allows you to build these integrations without any coding skills, making it accessible to both tech-savvy users and beginners. The platform supports thousands of popular apps such as Google Workspace, Slack, and Trello, enabling countless possibilities for customization and efficiency. Whether you're managing a team or working individually, Zapier empowers you to optimize your processes and boost productivity by effortlessly automating everyday tasks.

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Task automation

No-code integrations

App connections

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XERO SYNC by BOLD

$19.99-$59.99 / Month

(2.7/5)

214 Reviews

Easiest & automated XERO sync & export for reconciliation Show more

XERO SYNC by BOLD is an essential tool for Shopify users seeking seamless integration with Xero, making bookkeeping a breeze. This app ensures that all your Shopify orders are effortlessly synced to Xero, including line items, shipping, and taxes, providing a comprehensive view of your sales data. If you're using Shopify Payments, you'll appreciate the automatic recording of refunds, discounts, and payment fees as separate entries, enhancing financial clarity. With options for scheduled syncing or on-demand access, your data is always at your fingertips, supporting real-time financial decision-making. XERO SYNC also allows for the importation of customer details with each order, streamlining customer data management. The app’s global tax support and ability to sync sales, products, shipping, and more to Xero simplifies tax compliance across borders. Backed by a dedicated support team and extensive documentation, users can confidently integrate and manage their Shopify and Xero accounts.

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Refund processing

Automated syncing

Customer import

Shipping sync

Order line item inclusion

Tax integration

Install App

Taxdoo ‑ VAT & Accounting tool

6.4

7 Reviews

Automated, simple and secure solution for VAT and accounting Show more

Taxdoo is a comprehensive VAT and accounting tool designed to simplify the complex financial needs of online merchants across the EU and UK. Specifically tailored to accommodate businesses of all sizes, Taxdoo offers a secure and holistic solution allowing merchants to focus on their core operations while it efficiently handles VAT obligations and financial accounting tasks. This tool facilitates the internationalization of your online business by automating the collection and evaluation of transaction data through seamless interfaces. The Taxdoo dashboard provides a transparent overview of your VAT commitments, helping you maintain clarity and compliance effortlessly. With features like OSS export, VAT return filing, and easy DATEV data export, Taxdoo ensures a smooth integration with your existing financial systems. It also supports additional services such as VAT registrations, pro-forma invoicing, and Intrastat filing, making it an indispensable asset for online business growth and management.

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Datev export

Automated vat

Financial accounting

Transaction data

Vat dashboard

Oss exports

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Drivepoint

Strategic Finance for scaling brands. Unlock profits and cash. Show more

Drivepoint is a cutting-edge app that merges financial modeling and data analytics to transform brands into powerful business entities. It empowers users to make informed decisions regarding ad spending, inventory purchases, and new product launches by modeling various scenarios to assess their impact on growth, profit, and cash flow. Subscribers to Drivepoint also gain access to a team of financial experts who provide invaluable insights to uncover actions that deliver immediate returns. The app seamlessly integrates with Shopify data, allowing users to understand key metrics like Lifetime Value (LTV) and Customer Acquisition Cost (CAC). Additionally, Drivepoint offers capabilities to simulate strategic decisions, such as pricing changes and new channel introductions, all while delivering daily performance summaries through email and Slack reports. By utilizing Drivepoint, businesses can build comprehensive financial forecasts swiftly and effortlessly, ensuring their strategic plans are perpetually on track.

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Performance tracking

Email reports

Data analytics

Financial modeling

Ad spend decisions

Inventory purchases

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Dowsure

Digital API SaaS platform. Show more

Dowsure is a comprehensive financial analysis app designed to empower businesses with in-depth insights into their financial performance. The app offers a robust dashboard that features a full range of functions, including detailed income, expenditure, and profit statistics, as well as the scale of expenditure. It allows users to conduct multi-dimensional statistical analysis of their financial reports, ensuring a thorough understanding of their financial health. Dowsure provides real-time statistical analysis of store data, helping business owners generate valuable insights into their business trends and financial outlook. Users can also authorize multiple stores to access the platform, enabling a consolidated view of business performance across various locations. With Dowsure, businesses can improve company management and facilitate informed decision-making for strategic growth and development.

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Real-time data

Multi-dimensional analysis

Financial dashboard

Income statistics

Expenditure statistics

Profit statistics

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