Shopify Financial overview apps 2025

Juni

8.2

1 Reviews

Get a centralised overview of your stores with real-time data. Show more

Juni is a robust financial management app designed to streamline cash flow oversight by consolidating data from multiple stores or storefronts into one centralized platform. With Juni, users can enjoy comprehensive insights into their finances, including a detailed view of Shopify Payments payouts, gross and net sales, as well as store costs. The app also provides valuable metrics such as Average Order Value and categorizes customers by return visits versus first-time purchases. Additionally, users can identify top-performing products and see sales trends across different countries. To access these features, a juni.co account is required, offering an instant enhancement to financial overview and management.

Show less

Sales analytics

Customer insights

Real-time data

Top-performing products

Centralized overview

Integrate multiple stores

Install App

Metriks Profit Dashboard

$14.95-$34.95 / Month

8.2

1 Reviews

Claim Offer

Affordable & automatic profit calculation with ads integration Show more

Metriks Profit Dashboard is a revolutionary app designed for store owners seeking streamlined financial insights without the hassle of manual calculations. Say goodbye to Excel sheets and embrace automation with Metriks, which provides a comprehensive yet compact overview of your webshop's performance. With the ability to generate extensive profit reports, the platform simplifies the process of tracking profits and losses across one or multiple stores. Seamlessly integrate your advertising efforts from platforms like Facebook, TikTok, Pinterest, and Google Ads for a holistic view of your business metrics. Monitor multiple stores simultaneously or focus on one, all while enjoying built-in currency conversion that allows you to view profits in your preferred currency. Metriks uniquely positions itself as a vital tool for modern store management, freeing up valuable time by eliminating repetitive tasks and enhancing strategic decision-making.

Show less

Currency conversion

Automatic profit calculation

Financial overviews automation

Extensive profit report

Profit and loss statement

Ads integration

Install App

Juni

8.2

1 Reviews

Claim Offer

Get a centralised overview of your stores with real-time data. Show more

Juni is a robust financial management app designed to streamline cash flow oversight by consolidating data from multiple stores or storefronts into one centralized platform. With Juni, users can enjoy comprehensive insights into their finances, including a detailed view of Shopify Payments payouts, gross and net sales, as well as store costs. The app also provides valuable metrics such as Average Order Value and categorizes customers by return visits versus first-time purchases. Additionally, users can identify top-performing products and see sales trends across different countries. To access these features, a juni.co account is required, offering an instant enhancement to financial overview and management.

Show less

Sales analytics

Customer insights

Real-time data

Top-performing products

Centralized overview

Integrate multiple stores

Install App

mazeed

$22-$399 / Month

8.2

2 Reviews

Claim Offer

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.

Show less

Financial tracking

Bookkeeping automation

Vat reports

Install App

Finance Connect

$5-$40 / Month

Claim Offer

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.

Show less

Api integration

Send transactions

Receive transactions

Resend transactions

Detailed transactions

Date range filtering

Install App

Parker

8.2

1 Reviews

Claim Offer

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.

Show less

Seamless integrations

Comprehensive analytics

Real-time profitability

Easy banking

Ai categorization

360-degree finance view

Install App

StockFi: Financial AI Advisor

$6 / Month

Claim Offer

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.

Show less

Instant financial chatbot

Live stock charts

Dynamic financial interfaces

Blazing-fast performance

Add to Site

SellersFunding

Claim Offer

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.

Show less

Digital wallet

Working capital funding

Invoice factoring

Daily advance

Prepaid business card

Try for Free

Central Admin by Webyze

$10 / Month

8.2

1 Reviews

Claim Offer

Manage multiple stores in one admin. Overview of your stores.. Show more

Central Admin by Webyze is a powerful Shopify app designed to streamline the management of multiple Shopify stores through a single, unified administration panel. Ideal for store owners handling multiple storefronts, Central Admin offers an efficient solution to oversee all your admin activities from one place. The app helps you save valuable time by enabling you to search and manage products across all your stores simultaneously. Additionally, it provides a comprehensive view of all your orders, allowing you to monitor them with ease. With its ability to combine reports, the app facilitates better comparison of metrics across different stores. Central Admin not only simplifies your workflow but also boosts productivity by making multi-store management seamless and more organized.

Show less

Multi-store management

Order consolidation

Unified product search

Combined reports

Install App

Shopmetriq Dashboard

$59 / Month

Claim Offer

Ecommerce Analytics & Dashboard with all your business data. Show more

Shopmetriq Dashboard is a comprehensive Ecommerce analytics tool designed specifically for DTC (Direct-to-Consumer) brands. It offers an in-depth view of your business performance, enabling you to monitor and improve key aspects across the entire customer lifecycle, from acquisition to retention and lifetime value (LTV). With Shopmetriq, businesses can see the big picture by accessing relevant metrics and key performance indicators (KPIs) tailored to their unique needs. The platform helps in setting the right business goals by identifying and tracking the most impactful targets. Boasting over 100 ready-to-use KPIs and cohorts, Shopmetriq is purpose-built to provide valuable insights, empowering brands to make informed decisions and drive strategic growth in the competitive Ecommerce landscape.

Show less

Connect data sources

Complete business overview

Measure customer lifecycle

Relevant metrics

Identify business targets

Ecommerce-specific kpis

Install App

Aptioo: Upsell & Cross Sell

$3-$4 / Month

Claim Offer

Customizable designs, A/B testing, and an overview dashboard

A/b testing

Customizable designs

Mobile optimized

Overview dashboard

Pre-programmed designs

Install App

Owl View ‑ Live customers view

$15 / Month

Claim Offer

Live overview of you customers and their individual journey Show more

Owl View is an innovative tracking solution designed to enhance your understanding of customer behavior on your online shop. This app organizes customer activities in real-time on a user-friendly dashboard, allowing you to monitor what shoppers are doing as they happen. You can delve into individual user timelines for a detailed view of their journey, helping you identify key engagement moments or drop-off points. The "Recently Left" section is a highlight feature that lets you analyze the final actions of users who have left your site, providing invaluable insights into potential areas for improvement. Owl View also offers the ability to search past orders, facilitating a holistic view of customer interactions since the app's installation. By using Owl View, you can make data-driven decisions to optimize the user experience and boost conversion rates effectively.

Show less

Live customer tracking

Individual user timelines

Recently left users

Action organization

Search past orders

Install App

Bulk Category Import and Edit by Optimum7

(2/5)

5 Reviews

Claim Offer

Easily bulk import, edit, and export BigCommerce categories swiftly. Show more

Bulk Category Import and Edit by Optimum7 is a powerful tool designed specifically for BigCommerce users looking to streamline their category management process. With this app, you can effortlessly import categories in bulk, saving time and reducing the tediousness of manual entry. It not only facilitates the easy editing of existing categories but also allows you to export category information with just a single click, making data management more efficient. One of its standout features is the ability to roll back final imports quickly, providing an essential safety net if any errors occur during the import process. Ideal for businesses looking to maintain organized product categories, this app simplifies complex data tasks and enhances overall operational efficiency. Whether you're setting up a new store or managing an existing one, Bulk Category Import and Edit ensures your category data is always up-to-date and accurate.

Show less

Bulk import categories

Edit existing categories

Export category data

Rollback imports

Try for Free

XERO SYNC by BOLD

$19.99-$59.99 / Month

(2.7/5)

214 Reviews

Claim Offer

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.

Show less

Refund processing

Automated syncing

Customer import

Shipping sync

Order line item inclusion

Tax integration

Install App

Taxdoo ‑ VAT & Accounting tool

6.4

7 Reviews

Claim Offer

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.

Show less

Datev export

Automated vat

Financial accounting

Transaction data

Vat dashboard

Oss exports

Install App

Drivepoint

Claim Offer

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.

Show less

Performance tracking

Email reports

Data analytics

Financial modeling

Ad spend decisions

Inventory purchases

Install App

Dowsure

Claim Offer

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.

Show less

Real-time data

Multi-dimensional analysis

Financial dashboard

Income statistics

Expenditure statistics

Profit statistics

Install App

Ylytic

Claim Offer

Actionable-Insights for Your Store on Mobile Show more

Ylytic is a powerful app designed to deliver actionable insights for your store's sales, order, marketing, and financial metrics right at your fingertips. With AI-driven insights, it enables you to accurately measure your store’s performance through convenient, byte-sized reports accessible on your mobile device. By highlighting key metrics such as orders, sales, ROAS, and LTV, Ylytic empowers you to sell more and discover new opportunities for business growth. The app’s daily goal-tracking feature ensures that you stay on top of your objectives, encouraging consistent progress and development. Maximize your store's potential effortlessly in under 60 seconds with the app’s user-friendly interface and accelerate your sales growth. Additionally, Ylytic provides helpful nudges through WhatsApp or email to keep you informed and engaged with your business goals. This comprehensive tool is your partner in driving data-driven success, all accessible through the Ylytic app.

Show less

Ai-driven insights

Byte-size reports

Daily goal tracking

Mobile performance measurement

Whatsapp/email nudges

Install App

CreditPush Analytics

Claim Offer

CreditPush Analytics provides you with access to 160+ APPs Show more

CreditPush Analytics is an innovative application designed to empower small businesses by providing a comprehensive overview of their financial health and performance. The app consolidates critical data—including financial metrics, sales figures, credit scores, and marketing analytics—enabling business owners to make informed decisions from a single, easy-to-use dashboard. With features akin to personal finance management tools like Mint, CreditPush Analytics offers business valuations and finance management tailored specifically to the needs of small enterprises. Moreover, it offers a business credit score report and enhancing tools, similar to Experian Boost, helping businesses improve and maintain a robust credit profile. One of the key advantages is that no credit card is required to sign up, making it accessible to a wide range of users. Furthermore, the app provides incentives to reward and encourage the loyalty of businesses, enhancing their growth journey.

Show less

Sales tracking

Marketing analytics

Financial monitoring

Credit score insights

Business dashboard

Business valuation

Install App

myPocketCFO

Claim Offer

Track and plan for your financials. Show more

myPocketCFO is an innovative app designed to streamline financial management for founders and small business owners by processing daily transaction data to automatically generate accrual books and valuable financial insights. With myPocketCFO, users can optimize performance, explore alternative capital sourcing, and manage fundraising efforts, all without needing extensive accounting knowledge or incurring hefty costs. The app empowers entrepreneurs to save significant time by easily compiling their own profit and loss statements, freeing them to concentrate on business growth initiatives. Additionally, myPocketCFO offers in-app access to subject matter experts, including CPAs and CFOs, to support informed decision-making. By simplifying complex financial tasks, myPocketCFO allows business owners to focus on what truly matters—expanding and nurturing their ventures.

Show less

Performance optimization

Real-time accrual books

Financial analysis

Cpa/cfo advice

Daily transaction processing

Alternative capital sourcing

Install App

Shopify Financial overview apps

Related Categories

Price

Based on reviews

Showing 1 to 20 of 2 Apps

Juni

Metriks Profit Dashboard

Juni

mazeed

Finance Connect

Parker

StockFi: Financial AI Advisor

SellersFunding

Central Admin by Webyze

Shopmetriq Dashboard

Aptioo: Upsell & Cross Sell

Owl View ‑ Live customers view

Bulk Category Import and Edit by Optimum7

XERO SYNC by BOLD

Taxdoo ‑ VAT & Accounting tool

Drivepoint

Dowsure

Ylytic

CreditPush Analytics

myPocketCFO