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 93 Apps
XERO Order & Inventory Sync

XERO Order & Inventory Sync

  • $19.99-$59.99 / Month
  • 14 Days Free Trial
9.1
150 Reviews
Claim Offer
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
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
Tripletex by Sharespine

Tripletex by Sharespine

  • $29 / Month
  • 14 Days Free Trial
9.1
1 Reviews
Claim Offer
Claim Offer

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.
Show less
Configurable rules
Automatic bookkeeping
Daily journal entries
Order line categorization
Install App
Dashi MYOB Accounting Sync

Dashi MYOB Accounting Sync

  • $29-$299 / Month
  • 14 Days Free Trial
8.2
6 Reviews
Claim Offer
Claim Offer

Automate bookkeeping and reconciliation with MYOB Accounting Show more

Dashi MYOB Accounting Sync is a powerful tool designed to automate the synchronization of Shopify data with MYOB accounting systems, including AccountRight and Essential. This app significantly reduces the time and effort spent on manual data entry by offering a comprehensive configuration that syncs transactions, such as sales, COGS, refunds, fees, gift cards, taxes, and payments across different gateways, directly to the relevant accounts. Additionally, Dashi ensures seamless synchronization of products, customers, and inventory, with updates pushed on an hourly basis to maintain real-time accuracy. Users can easily reconcile every transaction into either individual or summarized invoices, thanks to the app's flexible configuration options. Dashi also allows for comprehensive syncing of historical data, ensuring all past records are accurately reflected in MYOB. With a straightforward setup process that takes just three minutes and robust support, getting started and staying organized is effortless.
Show less
Quick setup
Inventory synchronization
Flexible configuration
Transaction reconciliation
Automatic data sync
Historical data sync
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
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
Cube Reports ‑ Pivot & Export

Cube Reports ‑ Pivot & Export

  • Free Plan Available
  • 15 Days Free Trial
8
11 Reviews
Claim Offer
Claim Offer

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.
Show less
Custom reports
Pre-built reports
Data export
Pivot tables
Dynamic charts
Sophisticated report builder
Install App
ChatKPI ‑ AI Analyst Sidekick

ChatKPI ‑ AI Analyst Sidekick

  • Free Plan Available
8.2
2 Reviews
Claim Offer
Claim Offer

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.
Show less
Easy to use
Personalized insights
Intuitive analysis 24/7
Ai capabilities
Install App
LedgerXport – Invoice & Sales

LedgerXport – Invoice & Sales

  • $19-$49 / Month
  • Free Plan Available
  • New
Claim Offer
Claim Offer

Generate accounting files from store data for seamless tax compliance.

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
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
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
Refund Reports Rex

Refund Reports Rex

  • Free Plan Available
8.2
4 Reviews
Claim Offer
Claim Offer

View and download all refunds and their reports Show more

Refund Reports Rex is a powerful app designed to streamline the management of Shopify refunds by directly displaying refund orders, eliminating the need to sift through extensive order lists. Once installed, the app automatically retrieves refund data, presenting a comprehensive report that allows users to easily view and filter refunds using various criteria. The app offers seamless export capabilities, supporting both Excel and CSV formats, which simplifies the integration of refund data into other platforms and analytics tools like Google Analytics. By organizing and simplifying refund management, Refund Reports Rex enhances operational efficiency for store owners, saving them valuable time and ensuring they have all necessary information at their fingertips. Whether accessed within the app or exported for further analysis, Refund Reports Rex provides a crucial tool for effective store management.
Show less
Csv export
Export reports
View refunds
Filter criteria
Excel export
Install App
webFactura

webFactura

  • Free Plan Available
Claim Offer
Claim Offer

Boleta y Factura Electrónica para tu tienda! Show more

WebFactura es una aplicación diseñada para simplificar y automatizar el proceso de emisión de facturas y boletas en el mercado chileno. Con esta herramienta, los usuarios pueden agilizar sus operaciones contables, reduciendo la carga de trabajo manual y minimizando errores. Además, webFactura ofrece una función integrada de gestión de inventario que permite mantener registros actualizados y precisos. Esta característica es especialmente útil para empresas que buscan una administración eficiente y moderna de sus existencias. La interfaz intuitiva de webFactura facilita su uso, permitiendo que tanto pequeñas como grandes empresas puedan beneficiarse de sus capacidades. En resumen, webFactura es una solución integral para optimizar las operaciones comerciales en Chile.
Show less
Factura electrónica
Boleta electrónica
Inventario actualizado
Automatización del proceso
Sincroniza inventario
Install App
Statlas

Statlas

  • $499-$749 / Month
  • 7 Days Free Trial
(1/5)
1 Reviews
Claim Offer
Claim Offer

Profitability comes from knowing your variables. Show more

Statlas is a comprehensive tool designed to consolidate and analyze all your business data across multiple platforms. By employing the innovative E-Commerce Formula, Statlas helps you understand your business's profitability clearly and efficiently. With features like Marketing Efficiency Rating (MER), users can track essential metrics to measure success accurately. The app identifies your most profitable channels and campaigns, pinpointing areas needing improvement, and facilitates real-time adjustments in response to changing business environments. Users can set targets for their KPIs and monitor them over time, promoting agile decision-making. Statlas offers in-depth analysis of business trends and comparisons across different periods, simplifying the complexities of the LTV:CAC ratio with an intuitive interface. By centralizing critical data and focusing on relevant KPIs, Statlas empowers businesses to achieve their goals with precision and confidence.
Show less
Unified data platform
Track critical metrics
Identify profitable channels
Kpi target tracking
Analyze business trends
Unlock ltv:cac ratio
Install App
e‑Boekhouden.nl Koppeling

e‑Boekhouden.nl Koppeling

  • $13.95 / Month
  • 14 Days Free Trial
9.1
2 Reviews
Claim Offer
Claim Offer

Koppel je webshop moeiteloos met e-Boekhouden voor geautomatiseerde administratie. Show more

The e‑Boekhouden.nl Koppeling app seamlessly integrates your webshop with e-Boekhouden.nl, automating your administrative processes. It automatically synchronizes orders, invoices, customers, and payments, reducing the need for manual entry. This automation saves time and minimizes the chance of errors, ensuring your bookkeeping is always up-to-date without additional effort. Supporting VAT rates, shipping costs, and discount rules for each order, the app helps streamline financial management. You can easily check which data has been processed successfully or with errors, maintaining transparency in your operations. This efficiency allows you to focus more on growing your business rather than being bogged down in administrative tasks.
Show less
Automatische synchronisatie
Verwerkt orders foutloos
Actuele boekhouding
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
TaxCloud

TaxCloud

  • Free App
8.2
1 Reviews
Claim Offer
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.
Show less
Automated order importing
Sales tax filing
Tax registration services
Detailed tax reporting
Nexus compliance alerts
Install App
QuickBooks Sync by CRM Perks

QuickBooks Sync by CRM Perks

  • $19-$39 / Month
  • 7 Days Free Trial
Claim Offer
Claim Offer

Quickly integrate Orders and Customers with QuickBooks Show more

QuickBooks Sync by CRM Perks is an efficient solution for seamlessly integrating your Shopify store with QuickBooks Online. The app automates the transfer of Shopify customers and orders to QuickBooks, enabling you to effortlessly create various financial documents such as invoices, sales receipts, estimates, payments, credit memos, and refund receipts. You can choose to sync data automatically or manually, making it easy to incorporate historical Shopify data into QuickBooks. The app facilitates the creation and updating of customer records in QuickBooks and instantly processes invoices or sales receipts. Additionally, it logs all data transfers for easy tracking and provides notifications of any synchronization errors, ensuring smooth and accurate financial management.
Show less
Real-time sync
Error notifications
Historical data transfer
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