Shopify financial report apps 2026

Tripletex by Sharespine

$29 / Month

9.1

1 Reviews

Automated Tripletex bookkeeping Show more

Tripletex is an efficient accounting app designed to automate the booking of all sales orders and refunds. By consolidating daily activities into a single journal entry, it simplifies bookkeeping tasks while maintaining accuracy. The app features an intuitive wizard that assists users in setting up customizable rules, ensuring the correct bookkeeping accounts are used for various types of order lines. This flexibility allows businesses to tailor the accounting process to their specific needs, ensuring that different order lines are accurately recorded on separate accounts. With Tripletex, businesses can streamline their financial operations, reduce manual entry errors, and focus on more strategic tasks. Ideal for businesses that seek to enhance their accounting processes, Tripletex provides an easy-to-use solution for daily financial management.

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Configurable rules

Automatic bookkeeping

Daily journal entries

Order line categorization

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Bookkeep QuickBooks +Sales Tax

$19-$199 / Month

9.1

45 Reviews

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Sync sales & payouts to QuickBooks Online, Xero and Zoho daily Show more

Bookkeep: Sales Tax+Acctg Sync is your ultimate solution to managing the overwhelming data from platforms like Shopify, PayPal, and more. Designed to simplify your e-commerce accounting, it supports over 60 platforms and offers automatic reconciliation of payments to match your bank feeds seamlessly overnight. With Bookkeep, you can track unlimited transactions and users, and manage daily sales, tax, fees, and COGS by syncing them to top accounting software such as QuickBooks Online (QBO), Xero, Sage Intacct, and Zoho Books. The app allows you to recognize revenue according to your preference — whether by Order Date or Ship Date — ensuring accurate data handling for multiple locations and sales channels. Additionally, powered by Avalara, Bookkeep automates your sales tax, preventing any risk of overpayment across all selling jurisdictions. Say goodbye to manual accounting hassles and hello to streamlined, error-free financial management.

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Tax automation

Platform integration

Multi-location management

Sync daily sales

Payment reconciliation

Revenue recognition

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ChatKPI ‑ AI Analyst Sidekick

8.2

2 Reviews

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AI Data Analyst for Personalized Business Metrics & Insights Show more

ChatKPI – AI Analyst Sidekick is an innovative app tailored for Shopify store owners, offering real-time data insights through simple text messaging. Designed to emulate the ease of texting a friend, ChatKPI allows users to inquire about various aspects of their business, including sales trends, popular products, and customer behavior. This app empowers business owners to make informed decisions effortlessly, anytime and from anywhere. By leveraging advanced AI capabilities, ChatKPI ensures users receive personalized insights exactly when they need them. Whether on a phone or computer, accessing valuable data is as intuitive as sending a text message. Created by data-driven Shopify store owners, ChatKPI is dedicated to making smart business decisions accessible to everyone.

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Easy to use

Personalized insights

Intuitive analysis 24/7

Ai capabilities

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M8trics: Profit Analytics P&L

$20 / Month

9.1

1 Reviews

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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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x.ink ‑ Xero Integration

$4.99 / Month

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Seamless Xero integration: Setup in 5 minutes, manage taxes seamlessly. Show more

x.ink ‑ Xero Integration is a straightforward and efficient tool designed to seamlessly integrate with Xero in under five minutes. This app allows users to configure tax rates accurately between platforms, ensuring that all financial data remains consistent and precise. Additionally, x.ink enables the management of discounts and refunds, keeping your financial records accurate and up-to-date. The app also supports the mapping and configuration of various payment types, providing flexibility to suit your specific Xero setup. With x.ink, users can easily identify and manually resolve any issues that arise, making it a reliable solution for maintaining smooth financial operations. Overall, x.ink simplifies the complexities of financial management with an intuitive interface and robust features.

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Real-time syncing

Issue identification

Tax rate configuration

Discounts handling

Refunds processing

Payment mapping

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Qteedy

$4.99-$19.99 / Month

9.1

19 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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Brightflow AI Cash Forecasting

8.2

5 Reviews

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How top online brands watch their cash grow Show more

Brightflow AI Cash Forecasting is a cutting-edge platform designed to empower small and medium-sized businesses by providing comprehensive financial data and intelligence. Seamlessly integrating with key sales, marketing, and operations platforms in just a few clicks, it offers an intuitive solution for eCommerce business owners. The app delivers essential tools for generating accurate cash flow forecasts and product demand insights, enabling businesses to make informed inventory decisions and efficiently manage cash flow gaps. Additionally, Brightflow AI helps brands monitor vital financial metrics such as revenue, Return on Advertising Spend (ROAS), customer Lifetime Value (LTV), and overall profitability. Furthermore, it assists in determining and tracking business credit scores, offering a holistic approach to financial management. By equipping businesses with these insights, Brightflow AI aids in scaling operations and building successful online brands.

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Inventory management

Real-time data

Cash flow forecasts

Financial intelligence

Business credit score

Product demand forecasts

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Ecomledger Data Connector

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Automate Shopify accounting with Ecomledger via seamless data integration. Show more

Ecomledger Data Connector is a versatile tool designed to seamlessly integrate Shopify stores with the Ecomledger platform. This app enables Shopify users to authorize Ecomledger to access and retrieve their sales data directly through the Shopify API. Once connected, Ecomledger efficiently processes this information to generate detailed reports and journals tailored for ecommerce accounting needs. These documents are tailored for easy integration with popular accounting software such as Xero and QuickBooks, streamlining the bookkeeping process. By automating data collection and report generation, the Ecomledger Data Connector significantly reduces the manual accounting workload for accountants handling ecommerce clients. Its user-friendly interface ensures a straightforward setup, making it an essential tool for enhancing productivity and accuracy in financial reporting.

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Automated accounting

Data integration

Sales data retrieval

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Cube Reports ‑ Pivot & Export

8

11 Reviews

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Reporting and analytics to explore data from all angles. Show more

Cube Reports is a powerful analytics tool designed to push the boundaries of traditional reporting through dynamic pivot tables and charts, perfect for businesses looking to transform their Shopify analytics. With its advanced Report Builder, users can effortlessly create custom reports by crossing data in any sequence, unlocking infinite possibilities for analysis. Utilizing OLAP technology, Cube Reports allows for seamless drill-down, slicing, dicing, and pivoting of data, providing a multidimensional analysis experience. The app includes key performance indicator dashboards to enable data-driven decision-making, ensuring businesses can make informed choices. Users can explore their store data in-depth, including Metafields and Attributes, to gain comprehensive insights. In addition to the ability to create strategic custom reports, Cube Reports also offers a variety of pre-built reports, making it easy to analyze business insights quickly. For further flexibility, reports can be exported to CSV for offline analysis using the tool of your choice.

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Custom reports

Pre-built reports

Data export

Pivot tables

Dynamic charts

Sophisticated report builder

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Vendor Payout ‑ MultiVendor

$30-$150 / Month

6.7

39 Reviews

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Manage several vendor payouts, track sales & automate payments Show more

Vendor Payout ‑ MultiVendor is an essential tool for businesses managing multiple vendors, designed to streamline and automate the payout process. It simplifies vendor management by providing a unified dashboard that displays total sales, vendor payouts, and profits, saving you time and reducing errors. The app supports flexible payment structures, allowing you to pay hundreds of vendors at different rates effortlessly. Vendors can access their dedicated logins to monitor sales and inventory in real-time, enhancing transparency and efficiency. You have full control over applying discounts, taxes, fees, and other expenses, ensuring accurate reporting. Ideal for businesses like consignment shops, artist collectives, or any multi-brand operations, Vendor Payout allows you to run custom reports and automate monthly payments via PayPal. By assigning each vendor a percentage or fixed amount from sales, the app ensures seamless financial transactions for all parties involved.

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Custom reports

Real-time inventory

Discount control

Track sales

Automate payouts

Vendor dashboards

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QuickBooks Desktop by Parex

$40-$160 / Month

9.1

65 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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myPocketCFO

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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.

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Performance optimization

Real-time accrual books

Financial analysis

Cpa/cfo advice

Daily transaction processing

Alternative capital sourcing

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Xero, QuickBooks or MYOB Sync

$18-$49 / Month

7.1

8 Reviews

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Auto-Sync & Reconcile for Sales, Fees, Refunds, COGS & More Show more

Xero, QuickBooks or MYOB Sync by Amaka is a powerful integration tool that streamlines your ecommerce accounting process by syncing your Shopify order data into Xero, QuickBooks Online (QBO), or MYOB on a daily basis. It efficiently maps all transactions including sales, COGS, refunds, fees, gift cards, taxes, and payment types to their relevant accounts, eliminating the hassle of manual data entry. With a capability to match transactions automatically to Shopify payouts, this tool speeds up bank reconciliation, making it almost instantaneous. Users have the flexibility to opt for individual transactions or summarised daily invoices, and the app provides options to back sync up to 12 months of historical data. To ensure an easy onboarding experience, Amaka offers a quick 2-minute setup along with advanced and guided installation options. Furthermore, support is readily available through unlimited 1:1 video calls, live chat, and a dedicated helpdesk, offering peace of mind with reliable customer assistance.

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Fee tracking

Auto-sync orders

Sales mapping

Refund handling

Cogs mapping

Gift card mapping

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Take a NAP

$12.49-$34.99 / Month

(4/5)

8 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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Conciliación en Alegra y Siigo

$22-$99 / Month

8.2

2 Reviews

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Facturación, conciliación e impuestos con Siigo y Alegra Show more

Conciliación en Alegra y Siigo es una innovadora aplicación diseñada para tiendas de Shopify que busca facilitar la conciliación de ventas en tiempo real. La app integra elementos esenciales como costos de envío, impuestos, descuentos, inventarios, facturas y clientes con los sistemas contables Siigo y Alegra. Konvex, la tecnología detrás de la solución, está pensada para los negocios de Ecommerce, permitiendo conectar pasarelas de pago, canales de recaudo y software contable en tan solo cinco minutos. Gracias a esta herramienta, olvídate de los procesos manuales y agotadores con hojas de cálculo complejas, y alcanza nuevas eficiencias ahorrando tiempo y esfuerzo. Además, te permite crear y conciliar facturas electrónicas, sincronizar ventas en tiempo real y lograr una integración fluida con sistemas POS, billeteras virtuales, logísticos y bancos. Optimiza la gestión financiera de tu negocio con esta potente solución.

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Electronic invoicing

Automatic sales reconciliation

Sync real-time data

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ConsignMint

$29-$149 / Month

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Manage multi-vendor shop operations with real-time data. Show more

ConsignMint is a user-friendly app designed to optimize the management of consignment stores. With its secure dashboard, store owners can effortlessly oversee multiple vendors, ensuring seamless tracking of inventory and sales in real time. The app allows customizable vendor splits and maintains a comprehensive payment history, facilitating smooth financial transactions and recurring payout schedules. Store owners can generate detailed reports for better insights while streamlining shop operations. ConsignMint also empowers vendors by providing access to exportable data and real-time sales monitoring. This app is an ideal solution for consignment shops aiming to enhance efficiency and transparency in their business processes.

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Track inventory

Secure dashboard

Manage vendors

Vendor splits

Record payments

Detailed reports

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TaxCloud

8.2

1 Reviews

Claim Offer

Sync your order data into TaxCloud. Stay sales tax compliant. Show more

TaxCloud is a robust sales tax automation app designed to simplify tax management for e-commerce businesses, particularly those using Shopify. This intuitive tool automates the importation of orders and handles sales tax registration and filing, ensuring your business stays compliant with minimal effort. TaxCloud keeps you informed about economic nexus thresholds and generates comprehensive tax reports for seamless filing. By choosing TaxCloud, you can focus on growing your business with confidence, knowing that tax-related errors are significantly reduced. Additionally, benefit from detailed sales tax reporting and analytics to gain deeper financial insights into your business operations. Whether you're a small startup or a growing online store, TaxCloud offers the perfect solution for streamlined tax management and compliance.

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Automated order importing

Sales tax filing

Tax registration services

Detailed tax reporting

Nexus compliance alerts

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Fattura Elettronica Automatica

$30-$59 / Month

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Integrazione completa con fattureincloud.it Show more

Fattura Elettronica Automatica è l'app ideale per automatizzare la fatturazione delle tue vendite, rendendo il processo più semplice ed efficiente. Offre diverse modalità di utilizzo: puoi scegliere di generare le fatture automaticamente o creare bozze per un controllo successivo. Totalmente conforme alla normativa sulla fatturazione elettronica, garantisce tranquillità e precisione nelle tue operazioni commerciali. L'app include anche una funzione di conversione valuta, trasformando facilmente i tuoi importi da dollari a euro se operi in USD. Un altro plus è la possibilità di gestire l'IVA a seconda delle esigenze della tua attività. Anche in assenza di codice fiscale, la fattura viene comunque emessa, semplificando ulteriormente il processo. Perfetta per chi cerca un'esperienza di fatturazione snella e conforme alle leggi vigenti.

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Currency conversion

Automatic invoicing

Draft creation

E-invoice compliance

Vat customization

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Payments & Refunds PDF Report

$20 / Month

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Calculate taxes on partial refunds, download PDF report. Show more

Payments & Refunds PDF Report is a versatile app designed to help Shopify store owners accurately calculate taxes on custom refunds. When issuing partial refunds, like returning 50% of the product's price, this app ensures that the appropriate taxes are calculated, an aspect not handled by Shopify's default settings. With this tool, you can automatically receive comprehensive PDF reports detailing transactions, refunds, taxes, and various order metrics, such as gross and net sales, on a daily, weekly, or monthly basis. Designed for shops operating under a single tax setting, the app streamlines the refund process by providing quick insights into financial adjustments. Its user-friendly setup allows merchants to seamlessly integrate the app and start benefiting from detailed tax calculations and thorough reporting. Generate reports for custom time ranges to gain a clearer understanding of the impact of refunds on your business's financial health, enhancing accuracy in accounting and tax reporting.

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Calculates partial refund taxes

Automatic pdf reports

Custom time range reports

Detailed financial reports

Supports single tax setting

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EpsiVal ‑ Business Valuation

8.2

1 Reviews

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Get valuation of your business & keep track of its evolution Show more

EpsiVal - Business Valuation is a user-friendly app designed to help business owners and entrepreneurs quickly assess their business's potential market value. The app requires just a single input to generate an indicative valuation with the click of a button, making it an accessible tool for those curious about their business worth, considering a sale, or exploring financing options. Powered by a dynamic algorithm that uses a constantly updated dataset, EpsiVal ensures its valuations reflect the current state of the market. The app is designed for ease of use, allowing users to install it in one click and obtain quick insights into their business's financial health. By revisiting the app, users can track how their business valuation changes over time, offering valuable insights for strategic planning and decision-making. Whether you're looking to gain a deeper understanding of your business's financial landscape or preparing for future financial endeavors, EpsiVal provides a reliable, efficient solution.

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Instant valuation

Single input

Evolution tracking

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Shopify financial report apps

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Showing 40 to 60 of 92 Apps

Tripletex by Sharespine

Bookkeep QuickBooks +Sales Tax

ChatKPI ‑ AI Analyst Sidekick

M8trics: Profit Analytics P&L

x.ink ‑ Xero Integration

Qteedy

Brightflow AI Cash Forecasting

Ecomledger Data Connector

Cube Reports ‑ Pivot & Export

Vendor Payout ‑ MultiVendor

QuickBooks Desktop by Parex

myPocketCFO

Xero, QuickBooks or MYOB Sync

Take a NAP

Conciliación en Alegra y Siigo

ConsignMint

TaxCloud

Fattura Elettronica Automatica

Payments & Refunds PDF Report

EpsiVal ‑ Business Valuation

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?