Shopify financial report apps 2025

QuickBooks Online Global

$30-$85 / Month

9.4

2,539 Reviews

Sync your sales channel with QuickBooks Online (Global Only) Show more

QuickBooks Online Global is a powerful app designed to streamline the financial management of Shopify merchants operating outside the United States. It seamlessly integrates Shopify storefronts with QuickBooks Online, allowing users to easily track income, expenses, and optimize tax deductions. The app automates the transfer of critical data, such as invoices, customers, and products, reducing manual data entry and minimizing errors. QuickBooks Online Global ensures real-time synchronization of inventory and accounting data between platforms, helping merchants maintain accurate stock levels and financial records. By importing sales data from Shopify to QuickBooks Online, the app provides comprehensive oversight of financial health and business performance. This integration empowers users to manage their finances more efficiently, enabling them to focus on growing their e-commerce business with confidence.

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Inventory synchronization

Multi-storefront integration

Sales channel sync

Automated bookkeeping

Tax deduction optimization

Expense tracking

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Report Pundit: Custom Reports

$9-$35 / Month

9.4

1,596 Reviews

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Build custom reports or premade ones and integrate with apps Show more

Report Pundit is a comprehensive reporting tool designed to cater to all your Shopify data needs, enabling you to create personalized reports effortlessly. The app provides a wide range of pre-made reports covering essential areas like Sales, Products, Inventory, and much more, along with the option to craft custom reports using its intuitive Report Designer. Users can benefit from visualizations such as cohort tables, charts, and dashboards to gain valuable insights. Report Pundit supports exporting reports in Excel, CSV, and PDF formats for easy sharing and analysis. It also boasts robust integration capabilities, allowing you to connect with third-party applications for marketing, finance, and fulfillment data. The app is multi-store friendly, offering seamless reporting across different languages and regions, and provides a live chat feature for assistance, ensuring an unparalleled experience in data management.

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Data export options

Third-party integrations

Multi-store reporting

Premade reports

Custom report designer

Advanced filtering

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Data Export IO: Reports

$7-$35 / Month

9.4

1,840 Reviews

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Easy premade and custom reports: filter, schedule, and more. Show more

Data Export IO: Reports is an essential app for Shopify store owners looking to streamline their reporting processes. It offers a comprehensive suite of pre-made reports covering crucial aspects like Sales, Taxes, Inventory, POS, Payouts, Orders, Customers, and Refunds, eliminating the hassle of manual data aggregation. With the intuitive Report Builder, users can preview live records, add custom fields, and summarize data over desired time frames such as weeks, months, or quarters. The app's Scheduler feature facilitates the automatic delivery of reports via email, FTP, or Google Sheets/Drive on both simple and advanced schedules, supporting formats like Excel, CSV, and PDF. Users can also benefit from advanced filtering options, column management features, and export-friendly functions to tailor reports to their specific needs. Additionally, Data Export IO ensures data security with password protection options and offers free expert assistance for seamless setup and usage. This makes it a powerful tool for business insights and decision-making.

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Pre-made reports

Automated reporting

Custom report builder

Advanced scheduling

Multiple file formats

Password protected

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Mipler — Advanced Reports

$14.99-$39.99 / Month

9.4

461 Reviews

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Use premade reports or build custom ones - export and filter. Show more

Mipler: Advanced Reports is a powerful app designed to enhance the analytics capabilities of your Shopify store. It empowers users to generate comprehensive reports, offering seamless visualization of data points within the store, such as metafields, tags, and other attributes. The app enables easy execution of Sales Analytics, Financial reports, tax evaluations, inventory monitoring, customer analysis, and data export, supporting heightened decision-making processes. Mipler is especially beneficial for Shopify Plus users, featuring the capability to amalgamate data from multiple stores into a singular, cohesive report. Its integration with Google Sheets ensures a smooth transition of data for further analysis. The app also offers a free report service, allowing the creation of custom reports without the need for Shopify admin access and facilitating the sharing of insights through public links or scheduled email attachments in CSV, Excel, or PDF formats.

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Real-time analytics

Google sheets integration

Customizable reports

Data visualization

Multiple store reports

Scheduled email reports

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BR ‑ Better Reports

$19.9-$299.9 / Month

9.2

1,025 Reviews

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Reporting & analytics. Explore your data and automate reports. Show more

Better Reports is a comprehensive analytics app designed to help businesses gain deeper insights into their operations by analyzing sales, payments, inventory, customers, payouts, and more. It offers a wide range of pre-built reports, while also providing the flexibility to create custom reports tailored to specific business needs. Users can effortlessly manipulate data using custom fields, metrics, and formulas, ensuring precise and actionable insights. The app enables easy sharing and exporting of reports to formats like PDF, Excel, CSV, and Google Sheets, with scheduled reports sent automatically via email or directly to Google Sheets. With additional features like POS support, Google Sheets integration, multi-store reporting, and multi-currency handling, Better Reports is designed to enhance data-driven decision-making across various retail environments. It also offers complimentary report services for users who prefer having expert assistance in building their custom reports.

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Multi-currency support

Google sheets integration

Automated report scheduling

Custom report creation

Multi-store analytics

Multiple export options

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Webgility ‑ QBO & Xero Sync

$59-$119 / Month

9

826 Reviews

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Automate accounting and inventory management in QuickBooks Show more

QuickBooks Sync by Webgility is a comprehensive ecommerce accounting and inventory automation solution tailored for QuickBooks Online users. It seamlessly connects your Shopify store, online marketplaces, and over 50 other business applications to QuickBooks, providing a centralized platform for effortless data management. Once connected, users can enable automation to send orders, inventory, and payout data to QuickBooks in real time, significantly reducing the need for manual data entry and minimizing the risk of errors. This solution accelerates reconciliation processes and supports the adoption of new sales channels without increasing the workload. With 24/7 operations, Webgility ensures that your business keeps pace with evolving demands. The app also offers insightful analytics to help track sales performance and identify seasonal trends across all your channels.

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Quickbooks integration

Order synchronization

Tax calculations

Inventory tracking

Refund processing

Fee management

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A2X Sync for QuickBooks & Xero

$29-$115 / Month

9.2

298 Reviews

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Automated, accurate accounting in QuickBooks Online or Xero Show more

A2X Sync for QuickBooks & Xero simplifies the process of reconciling Shopify payout data with your accounting software, such as QuickBooks Online, Xero, Sage, or NetSuite. The app categorizes every Shopify transaction, including sales, fees, taxes, refunds, and gift cards, into accurate summaries that match perfectly with your accounting software's deposits. Trusted by leading merchants, accountants, and bookkeepers, A2X enhances the efficiency of bookkeeping, improves tax tracking and Cost of Goods Sold (COGS) management, and elevates the quality of Profit & Loss statements. By automating eCommerce accounting, users can gain true financial visibility and avoid overpaying taxes through precise tax rule assignments. Additionally, A2X users can access a directory of accounting professionals specializing in Shopify, ensuring expert assistance is readily available. The app also supports multi-channel selling, including POS, making it a versatile solution for various eCommerce platforms.

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Multi-channel support

Automated ecommerce accounting

Accurate transaction categorization

Shopify payout reconciliation

Tax rule assignment

Cogs matching

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TaxCloud Sales Tax Automation

9.2

41 Reviews

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Automate tax imports, nexus tracking, and simplify tax filings Show more

TaxCloud Sales Tax Automation is a powerful app designed to streamline tax management for e-commerce businesses, particularly those using Shopify. The app automates the process of importing orders, registering for sales tax, and filing returns, effectively reducing the burden of tax compliance. It provides timely alerts on economic nexus thresholds, helping businesses avoid penalties and stay in compliance with ease. With TaxCloud, merchants receive detailed sales tax reports and analytics that offer valuable financial insights, ensuring accuracy and reliability in tax-related matters. The app supports Streamlined Sales Tax (SST), making it a versatile tool for managing sales tax across multiple states. By simplifying the complexities of sales tax handling, TaxCloud allows business owners to focus more on scaling their operations and less on administrative tasks.

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Automated order importing

Economic nexus alerts

Sales tax filing

Tax registration services

Sst support

Detailed tax reporting

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Multi Vendor ‑ Puppet Vendors

$19-$129 / Month

7.9

95 Reviews

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Multi Vendor Commissions, Payouts Tracking and Marketplace Show more

Puppet Vendors is a versatile app designed to effortlessly manage real-time vendor or consignment sales and commissions. With its automatic order-splitting and routing capabilities, businesses can seamlessly send orders to vendors via email and a dedicated web portal, allowing vendors to efficiently manage their products and inventories. The app provides valuable insights and analytics, empowering businesses to make data-driven decisions to boost sales. Supporting multiple languages, it enables you to transform your Shopify store into a vibrant marketplace, attracting diverse vendors. Puppet Vendors is ideal for a wide range of businesses, from drop-shippers and multi-brand marketplaces to digital marketplaces for art and plugins. The app offers a straightforward dashboard for both business owners and vendors, along with flexible commission structures and comprehensive vendor information management. Additionally, it supports integrations with popular payment platforms like PayPal and Stripe, enhancing its utility across different industries.

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Multi-lingual support

Sales tracking

Inventory management

Insights & analytics

Commission management

Automated payouts

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Xero Bridge by Parex

$10-$80 / Month

9.2

262 Reviews

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Sync sales as Individual OR Summary Invoices to Xero Account!! Show more

Xero Bridge by Parex is a seamless solution designed to harmonize your sales data with Xero, offering both Individual Orders and Summary Sync options. The app provides a streamlined automated process to export all your orders, products, and customer information to Xero, ensuring nothing is left behind. With the flexibility of automated or manual syncing, you can choose what suits your business needs best. The Individual Orders feature ensures detailed data transfer, including customers, products, and taxes. Meanwhile, the Summary Sync feature simplifies your accounting by creating a single invoice for each Shopify payout and daily invoices for other payment methods, ensuring easy reconciliation. This automated system runs throughout the day, making sales data integration effortless and efficient. Designed for ease of use, Xero Bridge by Parex promises easy reconciliation and peace of mind for your accounting needs.

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Automated sync

Individual order sync

Easy reconciliation

Summary invoice sync

Daily invoices

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Profit Calc: Profit Calculator

$29-$199 / Month

9.2

47 Reviews

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Understand Your Profit With: Dashboards, Analytics, & Insights Show more

Profit Calc: Profit Calculator is a powerful tool designed to simplify your store's financial analysis, eliminating the need for complicated spreadsheets. With just one click, you can access vital profit calculations and insights, making it effortless to gauge your store’s financial health. The app provides real-time reports and breakdowns, tailored to your needs, whether by order, product, or overall performance. It seamlessly syncs with major ad platforms like Facebook, Google, Bing, TikTok, Snapchat, and Pinterest, ensuring all your ad data is considered. Designed for versatility, Profit Calc accommodates stores utilizing VAT or COD, and even lets you view multiple stores together or separately in the same report. The app incorporates historical and real-time exchange rates, providing a comprehensive financial overview. Additionally, it integrates with platforms like Aliexpress, Printful, Printify, and CJ Dropshipping, making it a one-stop solution for detailed profit analysis.

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Real-time analytics

Sales insights

Automatic calculations

Profit dashboards

Order breakdowns

Product breakdowns

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Report Toaster: Custom Reports

$18-$150 / Month

9.2

202 Reviews

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Custom reporting and analytics. Export and download reports. Show more

Report Toaster: Custom Reports is a robust reporting and analytics tool designed for Shopify merchants by Cloudlab. It enables users to access real-time store data to create, schedule, and export custom reports efficiently. Users can customize reports by adding columns, applying advanced filters, and utilizing multi-column sorting, while also grouping, aggregating, and comparing data over various time periods. The app offers calculated fields to monitor commissions, generate aging reports, or extract data from tags and metafields. With over 120 report templates, users can easily tailor and save their custom reports, which can be exported in PDF or CSV formats for further analysis or sharing. Report Toaster supports scheduled reporting, delivering automated reports through email, SMS, or Slack, and permits sharing of live report links with team members or third parties. Moreover, its multi-store reporting feature enables data comparison across different shops, enhancing decision-making for merchants managing multiple outlets.

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Real-time analytics

Multi-store reporting

Custom report builder

Automated scheduled reports

Export in multiple formats

Live report sharing

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MagnifyProfit

$29-$99 / Month

9.1

8 Reviews

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Our App can predict lifetime value of your customers. Show more

MagnifyProfit is a cutting-edge financial management app designed to streamline the process of building your business's income statement by effortlessly tracking expenses and revenue across various sales platforms, marketing channels, and online data sources. This innovative tool goes beyond mere bookkeeping by offering advanced analytics to predict your store's profitability based on each customer's lifetime value and acquisition cost, providing valuable insights into customer profitability. With its unit economics analysis, MagnifyProfit calculates essential metrics like customer lifetime value and acquisition costs, empowering you to make informed financial decisions. Additionally, the app features retention analysis to determine customer repurchase rates, enabling better customer engagement strategies. By automating the creation of income statements, MagnifyProfit saves time and reduces errors, allowing you to focus on growing your business.

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Predict lifetime value

Track expenses

Forecast profitability

Create income statement

Analyze unit economics

Retention analysis

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Reports & Export by SyncWith

8.8

25 Reviews

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Report on your store's performance, export data for processing Show more

SyncWith Reports, Data Export is a streamlined app designed to make reporting and data export for your store effortless and efficient. With this app, you can quickly run comprehensive reports to gain insights into your sales, inventory, orders, products, and customer data. It offers an intuitive way to explore all aspects of your store data, including tags, metafields, and attributes. Users can create custom reports and metrics tailored to their specific needs. The app is export-friendly, enabling you to generate and extract reports in various formats such as CSV and Excel for further analysis or sharing. Ideal for store owners looking to enhance their data analysis capabilities, SyncWith ensures you have all the necessary tools to make informed business decisions.

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Custom reports

Csv export

Data export

Product analysis

Sales analysis

Customer analysis

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Xero & QuickBooks Smart Sync

$9-$99 / Month

9.1

63 Reviews

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Sync Sales, Payouts, Fees & Inventory to Xero and QuickBooks Show more

Xero & QuickBooks Smart Sync streamlines the reconciliation process by integrating seamlessly with both Xero and QuickBooks. By automating invoice generation for sales, fees, and other transactions, this app ensures each invoice directly matches bank deposits while accounting for fees and refunds. With Reconcilely at its core, it facilitates one-click reconciliation, allowing businesses to save time and reduce errors. The app also provides profitability insights by sending COGS invoices directly to Xero and QuickBooks. It is highly adaptable, working with all payment gateways and offering customization of ledger mappings and invoice references. Additionally, it supports real-time order synchronization from multiple gateways and currencies while managing tax adjustments and inventory. By reducing payout orders to single invoices, it streamlines financial processes and enhances efficiency.

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Refunds management

Inventory synchronization

Automatic order syncing

Payout summaries integration

Sales recording

Tax calculations

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QuickBooks Desktop by Parex

$40-$160 / Month

9.1

62 Reviews

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Integrate your data with QuickBooks Desktop account with ease Show more

QuickBooks Desktop is an application designed to effortlessly integrate and synchronize sales data with QuickBooks Desktop or Enterprise editions. With its powerful Individual Orders feature, users can automatically export comprehensive details such as orders, products, and customer data into QuickBooks, streamlining accounting processes. The app provides the flexibility of automated data synchronization or manual syncing, catering to different user preferences. Furthermore, the Summary Sync functionality consolidates multiple transactions by creating a singular entry per Shopify payout and daily entries for other payment methods, simplifying financial tracking. Users benefit from an easy reconciliation process, which ensures the accuracy of financial records. QuickBooks Desktop enables businesses to maintain up-to-date and accurate financial data, significantly reducing administrative burdens. Its robust features make it an invaluable tool for businesses seeking efficient financial management.

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Automated sync

Individual order sync

Easy reconciliation

Summary invoice sync

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Qteedy

$4.99-$19.99 / Month

9.1

18 Reviews

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Let your customers create quotes with ease! Show more

Qteedy is an innovative Shopify app designed to enhance the shopping experience by allowing customers to create quotes directly within your store, either on the cart or product pages. This feature is particularly beneficial for businesses requiring customized pricing, as it enables the adjustment of prices for individual customers before seamlessly converting quotes into orders. Qteedy offers the flexibility to automatically generate a Shopify order once a quote is sent, although this step can be bypassed if not required. The app is versatile, as it integrates effortlessly with any Shopify theme, ensuring that the quote's appearance harmonizes with your store's design. With just one click, customers can initiate quotes, making it a user-friendly and efficient tool for both store owners and shoppers. Additionally, Qteedy empowers merchants through flexible templating, allowing every quote to be tailored to specific requirements.

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Customizable design

Theme integration

Order creation

One-click quotes

Customer quotes

Adjustable pricing

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M8trics: Profit Analytics P&L

$20 / Month

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Optimize store growth with easy real-time profit analytics and actionable insights. Show more

M8trics: Profit Analytics P&L is a powerful tool designed to simplify and streamline the management of your store's financial health. This app enables you to calculate essential metrics that are critical for your store’s growth, ensuring you can focus on scaling your business without getting bogged down by complex accounting tasks. Its user-friendly interface provides a comprehensive, real-time performance dashboard where you can monitor what strategies are successful and identify areas needing improvement. With seamless integration to ad platforms, you can consolidate all your marketing efforts and results in one place, saving time and enhancing strategic decision-making. The app is designed for affordability and efficiency, making it accessible and valuable for businesses of all sizes. Enjoy actionable insights and quick setup, empowering you to make informed decisions that drive profitability without the hassle of managing cumbersome spreadsheets. Once you experience the simplicity and effectiveness of M8trics, it’s easy to see how it quickly becomes an indispensable part of your business arsenal.

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Quick setup

Actionable insights

Real-time profit tracking

Comprehensive dashboard

Seamless ad integration

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Take a NAP

$9.99-$34.99 / Month

9.1

7 Reviews

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Digital Receipts & Auditing for The Bulgarian Revenue Agency Show more

Take a NAP is an essential app designed for entrepreneurs aiming to establish an online store in Bulgaria. It seamlessly integrates compliance with the Bulgarian National Revenue Agency's regulations, ensuring hassle-free and compliant operations. The app's user-friendly interface simplifies the setup process, greatly reducing configuration time and effort. Key features include the ability to generate audit XML files, send digital receipts to customers, and support payment methods such as Stripe, PayPal, and cash on delivery. Additionally, Take a NAP provides automatic currency conversion based on the latest rates from the Bulgarian National Bank, ensuring accurate pricing for international customers. The app also offers comprehensive tax management, including tax group selection and support for Shopify taxes and duties, making it a versatile solution for e-commerce businesses in Bulgaria.

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Automatic currency conversion

Digital receipts

Payment support

Xml audit generation

Tax group selection

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Klavena: QuickBooks Sync

$25-$49 / Month

8.2

1 Reviews

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Automated, accurate accounting in QuickBooks Online Show more

Klavena: QuickBooks Sync is a powerful tool designed to simplify the process of reconciling Shopify payout data with QuickBooks Online (QBO). It effortlessly categorizes every Shopify transaction, including sales, fees, taxes, and refunds, into precise summaries that align perfectly with your accounting software deposits. Trusted by leading merchants, accountants, and bookkeepers, Klavena significantly reduces the time spent on bookkeeping and helps you track taxes and COGS accurately. It eliminates the hassle of manually reconciling transactions, providing a seamless financial overview of your business. The app supports multiple marketplaces, countries, and currencies, ensuring global compatibility for diverse business needs. Klavena also offers comprehensive inventory tracking across all products, helping you maintain financial accuracy and visibility in your operations. Enjoy streamlined financial management and gain true insight into your business's financial health with Klavena.

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Multi-currency support

Inventory tracking

Automated transaction categorization

Accurate summaries

Import shopify data

Track taxes & cogs

Install App

Shopify financial report apps

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Showing 1 to 20 of 83 Apps

QuickBooks Online Global

Report Pundit: Custom Reports

Data Export IO: Reports

Mipler — Advanced Reports

BR ‑ Better Reports

Webgility ‑ QBO & Xero Sync

A2X Sync for QuickBooks & Xero

TaxCloud Sales Tax Automation

Multi Vendor ‑ Puppet Vendors

Xero Bridge by Parex

Profit Calc: Profit Calculator

Report Toaster: Custom Reports

MagnifyProfit

Reports & Export by SyncWith

Xero & QuickBooks Smart Sync

QuickBooks Desktop by Parex

Qteedy

M8trics: Profit Analytics P&L

Take a NAP

Klavena: QuickBooks Sync

Frequently Asked Questions (FAQ)

1. What are Shopify Financial Report Apps?

2. How can financial report apps improve my store operations?

3. Will using these apps help boost my e-commerce growth?

4. Are these apps easy to integrate into my existing Shopify store?

5. How do these apps help improve customer experience?

6. Do I need technical expertise to use these apps effectively?

7. Are there free financial report apps available for Shopify stores?

8. Can these apps help with tax compliance and reporting?

9. How do I choose the best financial report app for my business?

10. What should I do if I experience issues with a financial report app?