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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
  • $15 / Month
  • Free Plan Available
  • 14 Days Free Trial
8.2
3 Reviews

"Real-time profit insights and analytics to grow your business effortlessly."

"Optimize eCommerce profits with integrated, intuitive financial insights platform."

Automatically sync Shopify and Resolve data for seamless post-purchase operations.

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

Get valuation of your business & keep track of its evolution Show more

EpsiVal - Business Valuation is a user-friendly app designed to help business owners and entrepreneurs quickly assess their business's potential market value. The app requires just a single input to generate an indicative valuation with the click of a button, making it an accessible tool for those curious about their business worth, considering a sale, or exploring financing options. Powered by a dynamic algorithm that uses a constantly updated dataset, EpsiVal ensures its valuations reflect the current state of the market. The app is designed for ease of use, allowing users to install it in one click and obtain quick insights into their business's financial health. By revisiting the app, users can track how their business valuation changes over time, offering valuable insights for strategic planning and decision-making. Whether you're looking to gain a deeper understanding of your business's financial landscape or preparing for future financial endeavors, EpsiVal provides a reliable, efficient solution.
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Instant valuation
Single input
Evolution tracking
  • $5-$49 / Month
  • Free Plan Available
8.2
2 Reviews

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
  • $25-$110 / Month
  • 30 Days Free Trial

Automate Shopify order transfers to Danish accounting software seamlessly.

  • $18-$150 / Month
  • 14 Days Free Trial
8.2
1 Reviews

"Real-time P&L clarity with automatic cost tracking and visual dashboards."

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

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.
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Unified data platform
Track critical metrics
Identify profitable channels
Kpi target tracking
Analyze business trends
Unlock ltv:cac ratio

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.
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Automated order importing
Sales tax filing
Tax registration services
Detailed tax reporting
Nexus compliance alerts
  • $24-$149 / Month
  • 15 Days Free Trial
7.9
864 Reviews

Automate accounting and inventory management in QuickBooks Show more

QuickBooks Sync by Webgility is a comprehensive ecommerce accounting and inventory automation solution tailored for QuickBooks Online users. It seamlessly connects your Shopify store, online marketplaces, and over 50 other business applications to QuickBooks, providing a centralized platform for effortless data management. Once connected, users can enable automation to send orders, inventory, and payout data to QuickBooks in real time, significantly reducing the need for manual data entry and minimizing the risk of errors. This solution accelerates reconciliation processes and supports the adoption of new sales channels without increasing the workload. With 24/7 operations, Webgility ensures that your business keeps pace with evolving demands. The app also offers insightful analytics to help track sales performance and identify seasonal trends across all your channels.
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Quickbooks integration
Order synchronization
Tax calculations
Inventory tracking
Refund processing
Fee management
  • $18-$250 / Month
  • Free Plan Available
  • 14 Days Free Trial
9.1
207 Reviews

Custom reporting and analytics. Export and download reports. Show more

Report Toaster: Custom Reports is a robust reporting and analytics tool designed for Shopify merchants by Cloudlab. It enables users to access real-time store data to create, schedule, and export custom reports efficiently. Users can customize reports by adding columns, applying advanced filters, and utilizing multi-column sorting, while also grouping, aggregating, and comparing data over various time periods. The app offers calculated fields to monitor commissions, generate aging reports, or extract data from tags and metafields. With over 120 report templates, users can easily tailor and save their custom reports, which can be exported in PDF or CSV formats for further analysis or sharing. Report Toaster supports scheduled reporting, delivering automated reports through email, SMS, or Slack, and permits sharing of live report links with team members or third parties. Moreover, its multi-store reporting feature enables data comparison across different shops, enhancing decision-making for merchants managing multiple outlets.
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Real-time analytics
Multi-store reporting
Custom report builder
Automated scheduled reports
Export in multiple formats
Live report sharing
  • $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
  • $5-$15 / Month
  • Free Plan Available
9.1
8 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
  • $4.99 / Month
  • 30 Days Free Trial
8.2
1 Reviews

Compilazione automatica del registro dei corrispettivi Show more

Registro Corrispettivi Facile è un'app innovativa progettata per semplificare la gestione del registro dei corrispettivi in maniera rapida ed efficiente. Con questa app, puoi compilare il tuo registro in soli 60 secondi, risparmiando tempo prezioso per la tua attività. L'app genera automaticamente un file Excel precompilato, conforme alle normative, che puoi scaricare facilmente per archiviazione o revisione. Registrare i corrispettivi non è mai stato così semplice, poiché l'app ti permette di aggiornare i dati in qualsiasi momento, senza attese. Ideale per chi cerca un metodo pratico e organizzato per gestire la propria contabilità, Registro Corrispettivi Facile ti offre uno strumento affidabile e indispensabile per le tue esigenze quotidiane.
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Automatic compilation
Pre-filled excel file
Monthly generation
Downloadable records
Instant completion

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

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.
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Sales tracking
Marketing analytics
Financial monitoring
Credit score insights
Business dashboard
Business valuation

Generate accounting files from store data for seamless tax compliance.

  • $7.99 / Month
  • Free Plan Available
2 Reviews

Business expense tracking and income taxes on auto pilot. Show more

Hurdlr - Expense Tracker is a versatile financial management app designed to simplify expense tracking for individuals and small businesses alike. It offers intuitive features that automatically track income, expenses, and tax deductions in real-time, making it an ideal tool for freelancers, entrepreneurs, and anyone wanting to keep their finances organized. The app seamlessly integrates with multiple platforms such as Uber, PayPal, and various bank accounts, allowing users to import transactions effortlessly. With its smart tax feature, users can receive proactive tax estimates, helping them set aside funds and avoid surprises during tax season. Hurdlr also provides insightful financial reports, enabling users to gain a clear understanding of their financial health. Whether you’re looking to streamline your budgeting process or need in-depth financial insights, Hurdlr empowers you to manage your finances with ease and efficiency.
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Automatic expense tracking
Income tax estimation
Real-time profit calculation
Mileage tracking
Income management

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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