Taranker.Com Logo
  1. Home
  2. Shopify
  3. Store management
  4. Finance
  5. Financial report apps

Related Categories

Price

Based on reviews

Other Categories

Related Searchs

Related Blog

Showing 40 to 60 of 92 Apps
Xero, QuickBooks or MYOB Sync

Xero, QuickBooks or MYOB Sync

  • $18-$49 / Month
  • Free Plan Available
  • 7 Days Free Trial
7.1
8 Reviews
Claim Offer
Claim Offer

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.
Show less
Fee tracking
Auto-sync orders
Sales mapping
Refund handling
Cogs mapping
Gift card mapping
Install App
Bookkeep QuickBooks +Sales Tax

Bookkeep QuickBooks +Sales Tax

  • $19-$199 / Month
  • 14 Days Free Trial
9.1
45 Reviews
Claim Offer
Claim Offer

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.
Show less
Tax automation
Platform integration
Multi-location management
Sync daily sales
Payment reconciliation
Revenue recognition
Install App
Drivepoint

Drivepoint

  • Free Plan Available
Claim Offer
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
Focal ‑ Accounting & Inventory

Focal ‑ Accounting & Inventory

  • $1000-$500 / Month
  • 14 Days Free Trial
Claim Offer
Claim Offer

Streamline eCommerce sales with integrated accounting and inventory management. Show more

Focal - Accounting & Inventory is a comprehensive solution designed to enhance the operational efficiency of 3rd-party marketplace sellers, direct-to-consumer brands, and eCommerce agencies. By consolidating tasks across various aspects of business management, Focal provides a single platform for accounting, inventory, customer feedback, and communication management, allowing businesses to streamline their operations. The app automates bookkeeping and financial statements, saving valuable time each month, while also offering real-time inventory management across multiple channels to improve operational efficiency. Supplier management becomes effortless with Focal, as it centralizes the management of costs of goods sold (COGS) and suppliers. Additionally, the app's order management features enable better customer support and use data-driven insights to streamline business processes. Overall, Focal aims to generate increased sales, reduce costs, and drive profitability, empowering its users to focus more on growth and less on operational headaches.
Show less
Order management
Automated bookkeeping
Real-time inventory
Customer feedback
Supplier management
Install App
Procountor

Procountor

  • $29 / Month
  • 14 Days Free Trial
Claim Offer
Claim Offer

Automated Procountor bookeeping Show more

Procountor is an efficient bookkeeping app designed to streamline your e-commerce financial processes. It automatically records all sales orders and refunds, along with payouts from Shopify Payments, ensuring you have accurate financial data at your fingertips. The app consolidates these transactions into a single journal entry each day, simplifying your accounting work. Procountor also supports VAT management for businesses crossing the 10,000 € threshold in sales to other EU countries, as well as Norway and the United Kingdom. With configurable rules, you can tailor the accounts used in the journal entry, and the app allows for the booking of different order lines on separate accounts. This powerful tool ensures your financial records are organized, making compliance and financial analysis easier than ever.
Show less
Vat management
Separate account booking
Automatic sales bookkeeping
Daily journal entries
Configurable accounting rules
Install App
1PLANET Carbon Offset

1PLANET Carbon Offset

  • Free Plan Available
8.2
1 Reviews
Claim Offer
Claim Offer

Join the Marketplace for Climate Action. Sell Sustainably. Show more

The 1PLANET Carbon Offset App for Shopify empowers merchants to reduce their climate impact by providing an easy and transparent solution for offsetting carbon emissions from product shipping and packaging. Utilizing advanced blockchain-based technology, 1PLANET ensures superior transparency in carbon accounting, offering both merchants and customers immediate verification of offset details through email notifications. By integrating this app, brands can engage their customers in meaningful action against the climate crisis, fostering a more sustainable business model. The app not only supports eco-friendly practices but also enhances brand image by attracting environmentally conscious consumers. Merchants can showcase their commitment to climate neutrality, thereby supporting global climate projects and moving towards a net zero business. The 1PLANET Carbon Offset App is a valuable tool for any brand seeking to make a positive environmental impact while maintaining customer trust and loyalty.
Show less
Email verification
Climate neutral shipping
Carbon offset integration
Blockchain transparency
Install App
Visceral Consignment

Visceral Consignment

  • $9.99-$59.99 / Month
  • 14 Days Free Trial
7.4
31 Reviews
Claim Offer
Claim Offer

Automatically track multi-vendor commissions and payouts. Show more

Vendor Consignment by Visceral Apps is your go-to solution for automating and streamlining your consignment business operations. This versatile app allows you to easily create and manage vendor accounts, track products, and customize commission calculations to fit your specific business model. Effortlessly record vendor payouts with optional PayPal integration, though note that this feature is not available in Canada. Gain insights into your business with comprehensive downloadable reports detailing products, commissions, and payouts. Empower your vendors with white-labeled portals where they can independently view their products, track commissions, and monitor payouts. With Vendor Consignment, you gain the flexibility and tools to run your business exactly how you envision it, ensuring efficiency and transparency at every step.
Show less
Paypal integration
Download reports
Vendor account creation
Commission calculation
Record payouts
Custom commission rules
Install App
FGO Integration

FGO Integration

  • $5-$15 / Month
  • Free Plan Available
(4/5)
8 Reviews
Claim Offer
Claim Offer

Automatically creates invoices and register payments on FGO Show more

FGO Integration is a robust application designed to streamline your order management and invoicing process through automation. With its automatic invoice creation feature, the app generates invoices instantly each time a new order is placed, utilizing the efficient FGO service. Once an order's payment is captured, FGO Integration marks the corresponding invoice as paid, ensuring seamless financial tracking. In the event of an order cancellation, the app can promptly cancel or delete the associated invoice, reducing manual intervention. It also supports the grouping of multiple orders from the same customer onto a single invoice, simplifying billing for both businesses and clients. Enhanced with SAGA integration, the app offers comprehensive support for complex transaction scenarios. Additionally, FGO Integration actively checks the FGO invoice payment status to keep Shopify order financial status updated, promoting accurate accounting and inventory management.
Show less
Automatic invoice creation
Mark invoice as paid
Invoice cancellation
Group customer orders
Saga integration
Payment status sync
Install App
Yosoku Forecast & Replenish AI

Yosoku Forecast & Replenish AI

  • Free Plan Available
Claim Offer
Claim Offer

Optimize inventory & harness AI for better supplier discounts Show more

Yosoku Forecast & Replenish AI is a cutting-edge app designed for merchants who need precise inventory management solutions. Harnessing the power of AI, Yosoku predicts sales trends with high accuracy, ensuring you always have the optimal stock levels on hand. Whether you're a dynamic startup or an established brand, the app provides data-backed insights to help you negotiate better deals with suppliers. Yosoku automates the replenishment process, generating purchase orders at the right time to save on holding costs and prevent stockouts. With comprehensive inventory analytics, you can dive deep into performance metrics and make well-informed business decisions. By simplifying and optimizing inventory management, Yosoku replaces guesswork with strategic intelligence, empowering businesses to thrive.
Show less
Demand forecasting
Automated replenishment
Inventory analytics
Optimize stock
Supplier insights
Install App
Velocity Insights

Velocity Insights

  • Free Plan Available
(1.3/5)
3 Reviews
Claim Offer
Claim Offer

Measure key KPIs across your sales & marketing channels Show more

Velocity Insights is a powerful analytics tool designed specifically for Direct-to-Consumer (DTC) brands, enabling them to optimize traffic and enhance conversion rates for increased sales. This app provides a comprehensive Report Card feature that offers daily, weekly, and monthly business metric details, ensuring you're always informed about your performance. With the Geography View, you can gain insights into the regions driving your sales, allowing for targeted marketing efforts. The Cohort Chart feature allows you to analyze user segmentation based on Average Order Value (AOV) and repeat purchase percentages, helping you understand customer behavior and loyalty. Whether you're looking to refine your marketing strategies or increase customer retention, Velocity Insights equips you with the tools needed for data-driven decision making.
Show less
Daily metrics
Geography view
Cohort chart
Install App
Payments & Refunds PDF Report

Payments & Refunds PDF Report

  • $20 / Month
  • 30 Days Free Trial
Claim Offer
Claim Offer

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.
Show less
Calculates partial refund taxes
Automatic pdf reports
Custom time range reports
Detailed financial reports
Supports single tax setting
Install App
MyReportify

MyReportify

  • $5-$20 / Month
8.2
2 Reviews
Claim Offer
Claim Offer

Report Generator that extracts your live data instantly Show more

MyReportify is a versatile report generator and scheduler app designed to streamline your store's reporting needs. It offers the flexibility to create custom-tailored reports, allowing you to view and modify all your metrics in one convenient location. For users seeking simplicity, MyReportify provides ready-made predefined reports that can be used immediately, ensuring a seamless experience without the hassle of syncing your store data. The app delivers real-time reporting, ensuring that you always have access to the most current information. Features include real-time summaries, detailed custom reports, and custom fields, all presented in a familiar Excel-like format. Users can schedule reports to be generated daily, weekly, or monthly, depending on their preferences. Additionally, MyReportify supports exporting reports to various channels, including email, Excel, and Google Drive, enhancing accessibility and distribution.
Show less
Custom reports
Custom fields
Real-time data
Export options
Report scheduler
Predefined reports
Install App
CreditPush Analytics

CreditPush Analytics

  • Free Plan Available
Claim Offer
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

myPocketCFO

  • Free Plan Available
Claim Offer
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
Storebuddy

Storebuddy

  • $34-$165 / Month
  • 10 Days Free Trial
8.2
4 Reviews
Claim Offer
Claim Offer

Automagisk bogføring af webshop-ordre, betalinger og payouts Show more

Storebuddy is an essential tool for both small and large online shops looking to automate tedious accounting tasks. It offers accurate and automated bookkeeping, ensuring you have a clear and reliable overview of your finances, which is crucial for business growth. By streamlining your accounting processes, Storebuddy lets you focus on growth-oriented activities such as increasing sales, selecting the right products, and enhancing your marketing efforts. The app provides automated bookkeeping for orders, payments, fees, gift cards, and deposits, along with automatic reconciliation reports. With a single login, you can manage all your webshops, gaining real-time insights into your orders and transactions. Storebuddy also supports various invoicing needs, including B2B, B2C, and B2G billing, with options to create EAN invoices, making it versatile and comprehensive for modern business needs.
Show less
Order processing
Automated reporting
Automated bookkeeping
Fee management
Invoice creation
Payment tracking
Install App
Visma e‑conomic by Sharespine

Visma e‑conomic by Sharespine

  • $29 / Month
  • 14 Days Free Trial
Claim Offer
Claim Offer

Automated Visma e-conomic bookeeping Show more

Visma e-conomic is a streamlined financial app designed to simplify the bookkeeping process for businesses using Shopify. It automatically records all sales orders and refunds, as well as payouts from Shopify Payments, into the Visma e-conomic system. The app creates a single journal entry each day that summarizes the daily activities, ensuring that your financial records are always accurate and up to date. One of its key features is the ability to use configurable sets of rules, allowing users to tailor the accounts used in the journal entries to fit their specific needs. Additionally, it provides flexibility by enabling different order lines to be recorded on separate accounts. With Visma e-conomic, businesses can enjoy seamless, automatic bookkeeping, reducing manual workload and minimizing errors.
Show less
Configurable rules
Automatic bookkeeping
Daily summary entries
Separate account booking
Install App
Fattura Elettronica Automatica

Fattura Elettronica Automatica

  • $30-$59 / Month
  • 14 Days Free Trial
Claim Offer
Claim Offer

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.
Show less
Currency conversion
Automatic invoicing
Draft creation
E-invoice compliance
Vat customization
Install App
x.ink ‑ Xero Integration

x.ink ‑ Xero Integration

  • $4.99 / Month
  • 90 Days Free Trial
Claim Offer
Claim Offer

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.
Show less
Real-time syncing
Issue identification
Tax rate configuration
Discounts handling
Refunds processing
Payment mapping
Install App
Qteedy

Qteedy

  • $4.99-$19.99 / Month
  • Free Plan Available
9.1
19 Reviews
Claim Offer
Claim Offer

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.
Show less
Customizable design
Theme integration
Order creation
One-click quotes
Customer quotes
Adjustable pricing
Install App
Reports & Export by SyncWith

Reports & Export by SyncWith

  • Free Plan Available
  • 14 Days Free Trial
6.4
29 Reviews
Claim Offer
Claim Offer

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.
Show less
Custom reports
Csv export
Data export
Product analysis
Sales analysis
Customer analysis
Install App

In the fast-paced world of e-commerce, Shopify Financial Report Apps offer invaluable tools for businesses looking to streamline their operations, enhance customer experiences, and accelerate growth. These apps provide detailed insights into financial performance, allowing business owners to make data-driven decisions with ease. By integrating these apps into their Shopify stores, merchants can efficiently manage their finances, uncover new opportunities, and maintain a competitive edge.

We encourage you to explore the listed apps below to unlock the full potential of your Shopify store and drive your e-commerce success.

Frequently Asked Questions (FAQ)

1. What are Shopify Financial Report Apps?

Shopify Financial Report Apps are tools designed to provide detailed insights and analytics on a store's financial performance. They help merchants track sales, profits, expenses, and other financial metrics.

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

These apps can streamline operations by automating the collection of financial data, offering real-time analytics, and providing easy-to-understand reports that facilitate better decision-making and strategy planning.

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

Absolutely! By providing clear insights into your financial health, these apps enable you to identify growth opportunities, manage risks better, and make informed decisions that contribute to sustained business growth.

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

Yes, most financial report apps are designed for seamless integration with Shopify. They usually come with easy-to-follow installation guides and excellent customer support for any assistance you might need.

5. How do these apps help improve customer experience?

By optimizing financial management and reducing operational inefficiencies, you can allocate more resources to enhance customer service, offer competitive pricing, and develop tailored marketing strategies, thereby improving overall customer satisfaction.

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

No extensive technical expertise is needed. Most of these apps feature user-friendly interfaces and dashboards that simplify complex financial data into actionable insights.

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

Yes, there are several free financial report apps available that offer basic functionalities, though for more advanced features, premium versions might be necessary.

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

Many financial report apps include features that aid in tax compliance and reporting by organizing data and preparing necessary reports, easing the burden of tax season.

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

Consider factors like your specific financial tracking needs, budget, integration capabilities, user reviews, and the level of customer support provided by the app developers.

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

If you encounter any issues, it's best to reach out directly to the app's support team. They can provide guidance and solutions tailored to your situation.

View More
Scroll to Top