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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.
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Configurable rules
Automatic bookkeeping
Daily summary entries
Separate account booking
  • $25-$49 / Month
  • Free Plan Available
8.2
1 Reviews

Automated, accurate accounting in QuickBooks Online Show more

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

Produces reports from selling data for VAT returns Show more

Infiniti3 is a powerful and user-friendly app designed to streamline and simplify the VAT management process for businesses using AVASK services. This intuitive portal provides seamless access to our advanced reporting software, allowing users to conveniently view, confirm, and manage their VAT returns. With Infiniti3, you can effortlessly connect multiple e-commerce platforms like Shopify, enabling comprehensive financial oversight from a single location. In addition to real-time VAT report viewing and confirmations, the app offers access to historical reports, enabling easy tracking and comparison across different VAT periods. By integrating with Infiniti3, businesses can ensure compliant, efficient, and consolidated VAT management, saving both time and resources. Whether you're looking to simplify VAT filing or gain better insights into your business's VAT history, Infiniti3 delivers a comprehensive solution tailored to your needs.
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Connect e-commerce
Automate vat reports
View vat returns
Historical reports
  • $19-$199 / Month
  • 14 Days Free Trial
9.1
45 Reviews

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
  • $27.99-$109.99 / Month
  • 14 Days Free Trial
(3.1/5)
8 Reviews

Simplify your administration by connecting your shop to bexio Show more

bexioSync by BedayaConnect is a powerful application designed to streamline the integration between your Shopify store and bexio. This innovative tool automatically synchronizes your Shopify customers, products, and orders with bexio, saving you and your accountant from countless hours of manual data entry and minimizing human errors. By centralizing your sales information, bexioSync ensures that your data is accurate and up-to-date, allowing you to make informed business decisions more efficiently. Whether you're managing inventory or tracking customer orders, this app provides a seamless solution to maintain consistency across platforms. Experience the ease of automated syncing and focus more on growing your business, while bexioSync efficiently handles your data synchronization needs.
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Order synchronization
Product synchronization
Customer synchronization
Automated data sync
Error reduction

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.
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Performance tracking
Email reports
Data analytics
Financial modeling
Ad spend decisions
Inventory purchases
  • $30-$150 / Month
  • 7 Days Free Trial
6.7
39 Reviews

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
  • $29 / Month
  • 14 Days Free Trial

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.
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Vat management
Separate account booking
Automatic sales bookkeeping
Daily journal entries
Configurable accounting rules

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.
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Real-time sync
Error notifications
Historical data transfer
  • $9.95-$49.95 / Month
  • 7 Days Free Trial
(2.9/5)
6 Reviews

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
  • Free Plan Available
  • 7 Days Free Trial
8.2
5 Reviews

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

Guiding You to Your Marketing Goals Show more

Marketer's Compass is a powerful tool designed to streamline the complexity of monitoring marketing performance for agencies. By integrating data from various digital marketing channels into a single, cohesive dashboard, it offers a holistic view of ad-spend and performance metrics. With the app, marketing teams can easily ascertain financial outcomes, clearly understanding expenditure, revenue, and whether their Return on Ad Spend (ROAS) is at a profitable threshold. This eliminates the cumbersome task of toggling between multiple platforms, thereby saving valuable time and resources. Ideal for marketing professionals, Marketer's Compass provides an efficient, user-friendly solution to drive data-driven decisions and optimize campaign effectiveness.
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Unified dashboard
Ad-spend tracking
Performance data integration
Profitability assessment

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
  • $36.99 / Month
  • 30 Days Free Trial
9.1
26 Reviews

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

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
  • $19.99-$59.99 / Month
  • 14 Days Free Trial
6.1
167 Reviews

Accurate and EASY way to connect & auto-sync with QUICKBOOKS! Show more

QUICKBOOKS SYNC by BOLD is a powerful integration tool trusted by established Shopify stores and accounting teams to seamlessly connect Shopify and QuickBooks. It simplifies essential business processes, including financial reporting, payment management, and inventory tracking, enabling smoother operations and more accurate analysis. With its ability to effortlessly sync line items, sales, taxes, shipping, gift cards, and refunds, this app ensures comprehensive data management while also importing and managing customer information. QUICKBOOKS SYNC supports both automatic synchronization and on-demand historical data retrieval, offering flexibility and control over your financial data. The app is backed by years of experience and is designed to support stores of all sizes across the US and Canada. Additionally, users benefit from a robust support system, including a dedicated QuickBooks support team and extensive help center documentation, ensuring a seamless integration experience.
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Auto-sync orders
Inventory tracking
Sync products
Manage customers
Data export
Import refunds

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.
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Demand forecasting
Automated replenishment
Inventory analytics
Optimize stock
Supplier insights
  • $9.99-$59.99 / Month
  • 14 Days Free Trial
7.4
31 Reviews

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
  • $22-$99 / Month
  • 7 Days Free Trial
8.2
2 Reviews

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
  • $13.95 / Month
  • 14 Days Free Trial
8.2
1 Reviews

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.
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Automatische synchronisatie
Verwerkt orders foutloos
Actuele boekhouding

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.

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