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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

GAAP compliance can be hell, but it doesn’t have to be. Show more

Pekel is a user-friendly, no-code app designed specifically for subscription businesses using Shopify and ReCharge to effortlessly adhere to GAAP's accrual accounting standards. Accrual accounting, a crucial component of the Generally Accepted Accounting Principles (GAAP), is vital for ensuring accurate financial reporting and compliance. With Pekel, businesses can easily implement these stringent accounting practices, simplifying the often complex world of financial regulation. The app provides seamless integration with Shopify and ReCharge, alleviating the challenges associated with manual accounting processes. By ensuring GAAP compliance, Pekel helps businesses, both public and private, navigate funding opportunities and sustain their financial credibility. Whether you're a small startup or an established company, Pekel offers a straightforward solution to meet your accounting needs.
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Shopify integration
No-code solution
Gaap compliance
Accrual accounting
Recharge integration

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.
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Factura electrónica
Boleta electrónica
Inventario actualizado
Automatización del proceso
Sincroniza inventario
  • $9-$99 / Month
  • 7 Days Free Trial
9.1
63 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
  • Free Plan Available
8.2
4 Reviews

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.
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Csv export
Export reports
View refunds
Filter criteria
Excel export

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

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
  • $36.99 / Month
  • 30 Days Free Trial
9.1
23 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
  • $9.99-$59.99 / Month
  • 14 Days Free Trial
6.7
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
  • Free Plan Available
1 Reviews

Automate bookkeeping with DayZero Show more

DayZero Connector is an intuitive app designed to streamline your shop's bookkeeping processes seamlessly. Once your shop is connected with DayZero, the app automates updates to your accounting records every time new orders are placed and confirmed as paid in your bank account. It also offers the capability to generate ledger entries for past sales, ensuring your financial records are comprehensive and current. This feature is crucial for businesses that need historical transaction data for analysis or audits. With DayZero Connector, you can automatically generate ledger entries for new orders, giving you real-time insights into your financial activities. The app also assists in tracking incoming funds, allowing for effortless bank account reconciliation. In addition, it helps manage costs and profit margins effectively, making it an invaluable tool for maintaining accurate financial oversight.
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Automated bookkeeping
Generate ledger entries
Bank account reconciliation
Track costs and profits
  • $19-$59 / Month
  • Free Plan Available
  • 30 Days Free Trial
9.1
1 Reviews

QuickBooks Sync Show more

QuickBooks Sync By SyncTools is a robust application designed to streamline financial management for Shopify merchants through effortless integration with QuickBooks. By automating the synchronization of transactions, this app minimizes manual entry errors and ensures accurate, up-to-date financial reporting. Merchants have the flexibility to choose between summarized reports or detailed individual records, catering to their specific business needs. SyncTools also offers functionality to map Shopify transactions directly to QuickBooks accounts and taxes, enhancing precision in financial reporting. The app further aids in automatically posting Shopify payouts to QuickBooks, maintaining current financial records without extra hassle. With dedicated support for setup and troubleshooting, SyncTools ensures a smooth experience, allowing merchants to focus on growing their business efficiently.
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Automated sync
Error minimization
Precise reporting
Payout posting
Transaction mapping

Effortless invoicing with automated document generation and multilingual support. Show more

Invoice Ninja | Integration is an intuitive app designed to seamlessly automate your document creation process based on your order statuses. By connecting it to your Invoice Ninja account, you can effortlessly generate and customize invoices and quotes, tailoring content such as language, units, and descriptions directly from your dashboard. The app supports multiple currencies and languages, making it an ideal solution for businesses that are expanding globally. It also features automatic syncing of payment statuses, streamlining your billing workflow. Enjoy the convenience of sending documents via email automatically, ensuring timely communication with your clients. Our dedicated human support team is available every day of the week to assist with any inquiries, ensuring a smooth and efficient user experience.
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Multilingual support
Paid status syncing
Customizable content
Currency management
Automated document generation
Invoice and quote sending
  • $5-$15 / Month
  • Free Plan Available
9.1
6 Reviews

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.
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Automatic invoice creation
Mark invoice as paid
Invoice cancellation
Group customer orders
Saga integration
Payment status sync
  • $16.9-$54.9 / Month
  • Free Plan Available
  • 14 Days Free Trial
1 Reviews

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
  • $5-$20 / Month
8.2
2 Reviews

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

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.
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Email verification
Climate neutral shipping
Carbon offset integration
Blockchain transparency

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
  • $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

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

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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