Shopify financial report apps 2026

Xero & QuickBooks Smart Sync

$9-$99 / Month

9.1

64 Reviews

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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M8trics: Profit Analytics P&L

$20 / Month

8.2

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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Xero Connector by CarryTheOne

$36.99 / Month

9.1

26 Reviews

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Save time by automating your accounting Show more

Xero Integrator by CarryTheOne is a powerful tool that connects multiple Shopify stores to a single Xero organization, making it ideal for businesses with expanding sales volumes. Known as the longest-running and most reliable Shopify-Xero connector, this app emphasizes precise tax handling, offering comprehensive support for various tax systems, including US and Canadian Sales Tax, Australian and New Zealand GST, as well as UK and European VAT. Users benefit from its streamlined processes, allowing them to import orders, POS sales, and sales from other channels as Xero invoices efficiently. Additionally, it handles payments, payment fees, and refunds seamlessly, converting them into Xero credit notes where necessary. The app further supports multiple payment transactions for a single order and includes beta support for importing edited orders and order fulfillments, enhancing the flexibility and accuracy of your financial management.

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Credit notes

Pos integration

Import orders

Product sync

Customer import

Automate accounting

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Unique Transactions Code

$4.99 / Month

8.2

2 Reviews

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Helping you to check manual bank transfers descriptions Show more

Unique Transactions Code is an innovative app designed to streamline the manual payment process for stores, ensuring accuracy and efficiency in order management. It addresses the common challenge faced by businesses that manually capture payments, by ensuring each order's total is uniquely identifiable before marking the payment status as PAID. This prevents errors in payment verification and tracking, reducing the risk of marking unpaid orders as completed. By integrating a unique code to each order total directly on the cart page, the app guarantees that every transaction is distinct. This feature not only aids in mistake-free order processing but also enhances customer trust and operational transparency. With Unique Transactions Code, businesses can confidently manage their orders and payments manually, with added security and precision.

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Unique order code

Manual payment verification

Order total adjustment

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LedgerXport – Invoice & Sales

$19-$49 / Month

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Generate accounting files from store data for seamless tax compliance.

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Webplanex: Invoices & Labels

$5-$49 / Month

9.1

2 Reviews

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Clean Invoice Templates with detailed Sales Tax Report Show more

Invoice + Sales Tax Webplanex is a versatile app designed to streamline your invoicing and sales tax reporting processes. It enables you to create and send professional-looking invoice PDFs to your customers, ensuring that your business communications reflect your brand's identity. The app allows you to choose from different invoice templates and personalize them with your logo and an authorized signature image. Additionally, it offers customizable options to generate detailed sales tax reports, including filters for state, county, and local municipalities. With features such as auto-emailing invoices and automated order sync, the app enhances efficiency and accuracy in handling your financial documentation. Ideal for businesses seeking to maintain a polished and organized invoicing system, Invoice + Sales Tax Webplanex is a valuable tool for managing your sales transactions and tax reporting obligations.

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Customizable templates

Own branding

Sales tax reports

Auto email invoice

Automated order sync

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Handbook ‑ Shop User Guide

$4.95 / Month

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Your store's knowledge, how-to guides & processes in one place Show more

Handbook ‑ Shop User Guide is a powerful tool designed to streamline access to your store’s operational knowledge directly within the Shopify admin. This app allows you to create comprehensive and visually engaging user guides packed with rich text, images, and videos, making it ideal for training staff and standardizing procedures. With Handbook, all your store's critical information is centralized in one place, ensuring it's easily accessible to your team when they need it most. The app offers a feature-rich platform to create structured, informative articles that act as a single source of truth for all your store’s processes and guidelines. Enjoy the ease of organizing your content in a logical, easy-to-navigate manner, which helps in maintaining consistency and efficiency across your operations. Whether it's troubleshooting, routine tasks, or best practices, Handbook ensures your team has the resources they need at their fingertips to run your store smoothly.

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Single information hub

Rich text articles

Logical organization

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Custom Reports Export : MT

$4.99-$29.99 / Month

8.2

1 Reviews

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Advance reporting, custom reports, export & schedule reports Show more

Report Expert | Custom Reports is a versatile tool designed to elevate your business reporting needs. The app provides access to over 60 pre-built reports covering essential aspects like Sales, Inventory, Products, Customers, Taxes, and more, allowing you to gain comprehensive insights effortlessly. For businesses with unique requirements, Report Expert offers the flexibility to create custom reports tailored precisely to your store's data. With advanced filtering, sorting options, and access to all data columns, you can refine and analyze your information with precision. The app also ensures seamless data sharing by enabling you to export or email reports in Excel, CSV, or PDF formats. Whether you opt for pre-made or personalized reports, Report Expert assists in enhancing your decision-making processes with ease.

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Custom reports

Pre-made reports

Advanced filters

Automated scheduling

Export options

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Visceral Consignment

$9.99-$59.99 / Month

7.4

31 Reviews

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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.

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Paypal integration

Download reports

Vendor account creation

Commission calculation

Record payouts

Custom commission rules

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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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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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Storebuddy

$34-$165 / Month

8.2

4 Reviews

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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.

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Order processing

Automated reporting

Automated bookkeeping

Fee management

Invoice creation

Payment tracking

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MyReportify

$5-$20 / Month

8.2

2 Reviews

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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.

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Custom reports

Custom fields

Real-time data

Export options

Report scheduler

Predefined reports

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Predictive by Awtomic

$19 / Month

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Subscription Inventory and Revenue Forecasting by Awtomic Show more

Predictive by Awtomic is a powerful app designed for businesses with recurring revenue streams, enabling them to effortlessly predict revenue, inventory needs, and order volumes. Say goodbye to manual reports and complex spreadsheets—Predictive seamlessly connects with your subscription app to provide accurate daily, weekly, or monthly forecasts. Users can easily save views, filter data down to specific warehouse regions, and perform easy exports. The app’s intuitive interface allows businesses to factor in churn and growth, offering comprehensive insights for strategic planning. Predictive also aids in forecasting orders, helping companies effectively staff warehouses and support teams. By planning product production based on precise item quantity level projections, Predictive ensures businesses are always one step ahead.

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Production planning

Data sync

Revenue forecasting

Inventory prediction

Order volume projection

Save and filter views

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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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Haliante

$16.9-$54.9 / Month

1 Reviews

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Your Business Intelligence platform Show more

Haliante is a transformative app designed to enhance personal productivity and streamline task management for individuals and teams. With its intuitive interface, users can effortlessly organize their to-do lists, set deadlines, and prioritize tasks to ensure effective time management. The app offers seamless integration with calendar tools and provides smart reminders to keep users on track and motivated. Collaboration becomes easy with Haliante's shared workspaces, where team members can assign tasks, track progress, and communicate in real-time. Enhanced with analytics, Haliante empowers users to gain insights into their productivity patterns and optimize their workflow. Whether used for personal goals or team projects, Haliante fosters a more organized and productive lifestyle, helping users achieve their objectives with ease and efficiency.

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Performance tracking

Profit optimization

Real-time data

Sales forecasting

Business intelligence

Data analytics

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Pennylane

(1.2/5)

4 Reviews

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Gestion financière et comptable, version smart et connectée. Show more

Pennylane is a pioneering platform that integrates production software for accountants with financial management tools for their clients. It offers real-time centralization of all financial transactions, enhancing collaboration between business leaders and their accountants. The platform helps accountants focus more on advisory roles by saving time on data entry and document retrieval, thanks to numerous automations. Businesses can effortlessly manage their accounting, sales, expenses, and cash flow all in one place. With Pennylane, users experience smoother and more efficient financial processes, making it an essential tool for both accountants and business managers. This streamlined approach not only fosters better decision-making but also strengthens the relationship between companies and their financial advisors.

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Comptabilité centralisée

Gestion des ventes

Suivi des dépenses

Trésorerie en temps réel

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Sync to Wave

$9.95-$49.95 / Month

(2.9/5)

6 Reviews

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Import orders, customers and payouts into Wave Accounting Show more

Sync to Wave is an innovative mobile application designed to seamlessly synchronize your multimedia files between devices and cloud storage platforms. With its user-friendly interface, the app allows users to effortlessly manage and backup their photos, videos, and audio files, ensuring they are accessible anytime, anywhere. Featuring advanced AI technology, Sync to Wave automatically organizes your media into customizable albums, making it easy to find exactly what you need. The app supports a wide range of cloud services, providing unparalleled flexibility and convenience for users looking to consolidate their digital libraries. Additionally, Sync to Wave offers robust security features, including end-to-end encryption, to keep your personal data safe and secure. Whether you're a casual user or a media professional, Sync to Wave is the ultimate tool for managing your digital media landscape efficiently. Boost your productivity and enjoy peace of mind with the seamless synchronization capabilities of Sync to Wave.

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Order import

Customer sync

Payouts synchronization

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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

Install App

Shopify financial report apps

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Showing 40 to 60 of 97 Apps

Xero & QuickBooks Smart Sync

M8trics: Profit Analytics P&L

Xero Connector by CarryTheOne

Unique Transactions Code

LedgerXport – Invoice & Sales

Webplanex: Invoices & Labels

Handbook ‑ Shop User Guide

Custom Reports Export : MT

Visceral Consignment

Payments & Refunds PDF Report

Bookkeep QuickBooks +Sales Tax

ChatKPI ‑ AI Analyst Sidekick

Storebuddy

MyReportify

Predictive by Awtomic

Qteedy

Haliante

Pennylane

Sync to Wave

Xero, QuickBooks or MYOB 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?