Shopify Financial reporting apps 2025

Webgility x QuickBooks Online

$59-$119 / Month

9

868 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

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#InventoryValue

$5-$10 / Month

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Always know your true value Show more

#InventoryValue is a comprehensive inventory management app designed to streamline and enhance your accounting processes. With its intuitive interface, you can effortlessly track your monthly inventory values, providing essential data for informed business decisions. The app ensures all products have cost prices listed, immediately flagging any items missing this information for quick updates. Additionally, it captures the value of placed but unshipped orders, ensuring your accounting figures are accurate and complete. This feature is particularly valuable for businesses seeking precision in financial reporting and inventory management. #InventoryValue also allows you to exclude specific products from the inventory value calculation, providing flexibility and customization according to your business needs. Simplify your financial documentation and gain a clearer understanding of your inventory dynamics with this indispensable tool.

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Exclude specific products

Monthly inventory tracking

Cost price flagging

Unshipped order value

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XERO SYNC by BOLD

$19.99-$59.99 / Month

(2.7/5)

214 Reviews

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Easiest & automated XERO sync & export for reconciliation Show more

XERO SYNC by BOLD is an essential tool for Shopify users seeking seamless integration with Xero, making bookkeeping a breeze. This app ensures that all your Shopify orders are effortlessly synced to Xero, including line items, shipping, and taxes, providing a comprehensive view of your sales data. If you're using Shopify Payments, you'll appreciate the automatic recording of refunds, discounts, and payment fees as separate entries, enhancing financial clarity. With options for scheduled syncing or on-demand access, your data is always at your fingertips, supporting real-time financial decision-making. XERO SYNC also allows for the importation of customer details with each order, streamlining customer data management. The app’s global tax support and ability to sync sales, products, shipping, and more to Xero simplifies tax compliance across borders. Backed by a dedicated support team and extensive documentation, users can confidently integrate and manage their Shopify and Xero accounts.

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Refund processing

Automated syncing

Customer import

Shipping sync

Order line item inclusion

Tax integration

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Robolabs API

$29.99-$99.99 / Month

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Order Sync: Easy Accounting Integration for E-Commerce store. Show more

Robolabs API is a powerful tool designed to streamline accounting processes for e-commerce merchants by automating the transfer of order data to RoboLabs. This app is ideal for small to medium-sized businesses looking to eliminate the drudgery and potential errors of manual data entry. By synchronizing sales data instantly, it allows merchants to quickly reconcile accounts, thereby gaining accurate and timely financial insights. This seamless integration greatly simplifies financial reporting, enhancing overall operational efficiency. The app is perfect for those seeking to improve financial visibility through reliable accounting automation, all while avoiding complex systems. Features like automated order syncing, error-reduced financial reporting, and customizable data mapping make Robolabs API an indispensable asset for modern e-commerce businesses. With its user-friendly interface, it empowers merchants to focus on growing their business rather than getting bogged down in manual accounting tasks.

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Automated order syncing

Customizable data mapping

Instant sales data

Error-reduced reporting

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BOLD QuickBooks Sync

$19.99-$59.99 / Month

(3.3/5)

265 Reviews

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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

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NetSuite ERP Connector

$199.92-$916.58 / Month

7.6

3 Reviews

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Connect to NetSuite ERP Show more

NetSuite ERP Connector is a robust tool designed to seamlessly integrate and synchronize essential business data with your NetSuite ERP system. This app ensures that your product, customer, inventory, sales order, and fulfillment data are consistently updated and accurately mirrored across your ecommerce or point-of-sale channels, providing streamlined management of product information. Its powerful accounting and financial features facilitate the efficient recording of transactions, managing of payables and receivables, tax collection, and book closure, resulting in timely and precise financial reporting. By enabling accurate inventory tracking across multiple warehouse locations, the app empowers businesses to maintain optimal stock levels and improve operational efficiency. Moreover, it automates the order fulfillment process by coordinating with third-party logistics, vendors, or warehouses, reducing manual intervention and speeding up delivery times. NetSuite ERP Connector is an essential tool for businesses aiming to achieve enhanced control over their financial assets and simplified accounting processes.

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Automate order fulfillment

Accurate inventory tracking

Syncs product data

Syncs customer data

Syncs inventory data

Syncs sales orders

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Molecule Marketing Analytics

$99-$649 / Month

9.1

1 Reviews

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Single source of truth reporting for all marketing channels Show more

Molecule Marketing Analytics is a powerful marketing reporting tool designed to seamlessly integrate with your Shopify store, offering a comprehensive view of what truly drives your sales. With its automated, enterprise-level features, you gain a single, reliable source of attribution using various models to optimize the entire marketing funnel. Say goodbye to complex technical changes or large integrations—this app allows you to optimize campaigns immediately with just a few onboarding clicks. Centralize all your vital metrics into an easy-to-read dashboard, connecting and managing unlimited ad accounts from platforms like Meta, Google, and TikTok. Keep your financial reporting straightforward by automatically updating to your chosen currency, and gain nuanced sales insights with models such as First Touch, Last Touch, and U-Shape. Take full control of your advertising strategy by instantly adjusting ad statuses and budgets directly from the dashboard, keeping your campaigns streamlined and effective.

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Comprehensive dashboard

Ad management

Unlimited account connections

Automated financial updates

Precise sales insights

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Holded

$14.5-$99.5 / Month

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The smart business management software for SMEs Show more

Holded is a powerful app designed to harmonize and streamline the operations of your online store by seamlessly synchronizing sales, products, stock, and warehouses. Every time a transaction occurs through your Shopify store, it is instantly reflected in your Holded account, ensuring that your records are always up-to-date. The app simplifies inventory management by allowing you to import your products with just a few clicks, keeping stock levels effortlessly updated. Additionally, Holded automates invoice creation, relieving you from repetitive tasks and ensuring accuracy. Beyond inventory management, Holded facilitates efficient management of sales, expenses, orders, taxes, and goals, offering a comprehensive view of your cash flow and treasury. This integration not only enhances operational efficiency but also saves time, enabling you to focus on growing your business.

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Crm integration

Sales analytics

Inventory tracking

Automated invoicing

Time tracking

Hr management

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mazeed

$22-$399 / Month

8.2

2 Reviews

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Taking care of all your bookkeeping and VAT return reports. Show more

McLedger is a cutting-edge finance application designed to streamline and simplify accounting processes for small businesses and freelancers. By offering intuitive features, it allows users to effortlessly manage their income and expenses, track invoices, and generate detailed financial reports. The app integrates seamlessly with various banking platforms, ensuring real-time updates and accuracy. With an emphasis on user-friendly navigation, McLedger makes financial management accessible even to those with minimal accounting experience. Its robust security measures safeguard sensitive data, providing peace of mind to users. The app also offers customizable tools, allowing businesses to tailor their financial tracking according to specific needs. McLedger is an essential tool for anyone looking to keep their finances organized and under control.

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Financial tracking

Bookkeeping automation

Vat reports

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Finance Connect

$5-$40 / Month

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Simplify financial reconciliation with accurate data Show more

Finance Connect is your go-to app for streamlining financial transaction management with ease and efficiency. Designed to seamlessly integrate with your operations, it allows you to send and receive detailed order and refund information via a robust API. This feature-rich app lets you effortlessly resend individual or multiple transactions within a specified date range, facilitating organized reporting and reconciliation. By simply providing API credentials and endpoints, you can automate the delivery of transaction data, making it readily consumable for accounting and auditing purposes. Whether you’re handling complex order data or simple refunds, Finance Connect enhances your financial workflows with precision. Experience the convenience of managing your financial transactions more effectively with Finance Connect.

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Api integration

Send transactions

Receive transactions

Resend transactions

Detailed transactions

Date range filtering

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StockFi: Financial AI Advisor

$6 / Month

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AI-driven financial insights and real-time stock data at your fingertips. Show more

StockFi: Financial AI Advisor is a cutting-edge application designed to streamline your financial research with lightning-fast efficiency. Leveraging advanced AI technology, it offers instant responses to all your stock-related inquiries, enabling effortless interaction for personalized financial insights and analytics. With real-time data sourced from TradingView, users can access interactive stock charts to explore trends, price history, and detailed financial metrics. The app features dynamic interfaces that adapt to user-specific queries, offering tools like heatmaps and stock screeners for swift analysis and comparison. Experience blazing-fast performance that ensures seamless access to market news and data, allowing you to make informed decisions in the ever-changing world of finance. Whether you're seeking company insights or market trends, StockFi empowers you with all the tools necessary to stay ahead in the competitive financial landscape.

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Instant financial chatbot

Live stock charts

Dynamic financial interfaces

Blazing-fast performance

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Parker

8.2

1 Reviews

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Banking & Financial Analytics that drive Profits & Cashflow Show more

Parker is an innovative app designed to provide a comprehensive understanding of your financial health. With its robust banking infrastructure and seamless integration capabilities, Parker ensures that managing your finances is both modern and effortless. It employs AI for intelligent transaction categorization, helping you clearly see where your money is going. Real-time analytics offer valuable insights into your profitability, allowing you to pinpoint key changes in your contribution margin. Parker’s detailed 360-degree view of your core finances aids in strategic growth with profitability as a central focus. Whether it’s managing cash or overseeing payments, Parker simplifies and enhances your banking experience.

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Seamless integrations

Comprehensive analytics

Real-time profitability

Easy banking

Ai categorization

360-degree finance view

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SellersFunding

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Empower e-commerce growth with customized financial solutions and global payments. Show more

SellersFunding is your go-to financial solutions app designed to empower e-commerce sellers. Our mission is to drive growth for online businesses by offering a suite of tailored financial products that meet unique business needs. Whether you need Working Capital funding, Invoice Factoring, or Daily Advances, SellersFunding is here to boost your cash flow and accelerate business expansion. Our Digital Wallet allows for seamless transactions, enabling you to send and receive payments across over 180 countries and in 35 different currencies at no cost. Additionally, our Prepaid Business Card provides your team the flexibility to make online transactions anywhere Visa is accepted, with the added benefit of earning up to 2% Cash Back on all purchases. Join thousands of e-commerce sellers who trust us to scale their businesses, grow their revenue, and enhance profitability.

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Digital wallet

Working capital funding

Invoice factoring

Daily advance

Prepaid business card

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XERO SYNC by BOLD

$19.99-$59.99 / Month

(2.7/5)

214 Reviews

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Easiest & automated XERO sync & export for reconciliation Show more

XERO SYNC by BOLD is an essential tool for Shopify users seeking seamless integration with Xero, making bookkeeping a breeze. This app ensures that all your Shopify orders are effortlessly synced to Xero, including line items, shipping, and taxes, providing a comprehensive view of your sales data. If you're using Shopify Payments, you'll appreciate the automatic recording of refunds, discounts, and payment fees as separate entries, enhancing financial clarity. With options for scheduled syncing or on-demand access, your data is always at your fingertips, supporting real-time financial decision-making. XERO SYNC also allows for the importation of customer details with each order, streamlining customer data management. The app’s global tax support and ability to sync sales, products, shipping, and more to Xero simplifies tax compliance across borders. Backed by a dedicated support team and extensive documentation, users can confidently integrate and manage their Shopify and Xero accounts.

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Refund processing

Automated syncing

Customer import

Shipping sync

Order line item inclusion

Tax integration

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MarginDriver

$75-$179 / Month

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Multi-Channel Ecommerce Reporting and Accounting Show more

MarginDriver is a cutting-edge financial analytics application designed to revolutionize the way businesses manage and optimize their profit margins. By providing real-time insights and in-depth analysis, the app empowers users to make informed pricing decisions and enhance profitability. It offers a user-friendly interface that seamlessly integrates with existing financial systems, streamlining complex data into actionable intelligence. With customizable dashboards and robust reporting tools, MarginDriver enables companies to track key performance indicators and identify trends, thereby aiding strategic planning and operational efficiency. Perfect for both small businesses and large enterprises, the app supports data-driven decision-making, ensuring that organizations remain competitive in ever-evolving markets. Additionally, MarginDriver offers secure data management and compliance features to protect sensitive financial information.

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Multi-channel integration

Real-time reporting

Automated accounting

Gross profit tracking

Profit per order

Financial analytics

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Bench Accounting

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Affordable bookkeeping with expert support and intuitive financial reporting software. Show more

Bench Accounting is an innovative app that combines the expertise of professional bookkeeping with user-friendly financial reporting software, all at an affordable price. Unlike traditional DIY software, Bench offers the convenience of having your bookkeeping done for you, without any learning curve. Each user is paired with a dedicated expert who understands their business and provides continuous support. The app delivers all the benefits of an in-house bookkeeper without the hefty cost. Bench features expert bookkeeping services backed by a team of in-house professionals to eliminate the stress of financial administration. It also provides powerful financial reports, enabling users to monitor every business transaction and performance metric effortlessly. With the intuitive Bench Pulse dashboard, cash flow updates and financial trends are easily accessible in one place. Additionally, the platform ensures seamless communication with your bookkeeper and supports tax preparation and filing. Whether you're at your desk or on the go, Bench Accounting provides comprehensive financial insights and support.

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Financial reporting

Expert bookkeeping

Cash flow updates

Intuitive platform

Tax prep

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BR ‑ Better Reports

$19.9-$299.9 / Month

9.3

1,184 Reviews

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Reporting & analytics. Explore your data and automate reports. Show more

Better Reports is a comprehensive analytics app designed to help businesses gain deeper insights into their operations by analyzing sales, payments, inventory, customers, payouts, and more. It offers a wide range of pre-built reports, while also providing the flexibility to create custom reports tailored to specific business needs. Users can effortlessly manipulate data using custom fields, metrics, and formulas, ensuring precise and actionable insights. The app enables easy sharing and exporting of reports to formats like PDF, Excel, CSV, and Google Sheets, with scheduled reports sent automatically via email or directly to Google Sheets. With additional features like POS support, Google Sheets integration, multi-store reporting, and multi-currency handling, Better Reports is designed to enhance data-driven decision-making across various retail environments. It also offers complimentary report services for users who prefer having expert assistance in building their custom reports.

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Multi-currency support

Google sheets integration

Automated report scheduling

Custom report creation

Multi-store analytics

Multiple export options

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Report Toaster: Custom Reports

$9-$150 / Month

9.1

217 Reviews

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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

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TrendSeam Sales Reporting

$10-$50 / Month

(3.6/5)

7 Reviews

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Reports on your sales, customers, products and more Show more

TrendSeam Sales Reporting is an essential tool for retailers seeking insightful analytics to drive their business forward. This app simplifies Year on Year (YoY) sales reporting, allowing users to effortlessly compare performance across different years. With TrendSeam, you can quickly identify your best and worst-performing products, providing valuable insights into inventory management. The app also helps pinpoint your most loyal customers by analyzing their purchasing habits, whether by value or volume. Additionally, it offers geographic insights by showing where your customers are coming from, aiding in targeted marketing efforts. For retailers looking to harness the full potential of their customer data, TrendSeam enables the creation of custom customer segments, allowing personalized marketing strategies to boost engagement and sales.

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Yoy sales reports

GAI: Analytics in Slack

$15-$199 / Month

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Automated reporting, with Slack and email Show more

GAI: Analytics in Slack is a robust application designed to seamlessly integrate Shopify data into communication tools like Slack, Teams, and email. This app empowers users to create visually appealing reports while employing AI to monitor key metrics around the clock, providing immediate alerts when anomalies occur. Users can effortlessly receive automated reports and alerts in their specified channels, choosing from pre-made templates or crafting personalized reports from scratch. The integration extends beyond Shopify, allowing users to combine data from Google Analytics, Facebook advertising, and Google Ads for comprehensive insights. With its powerful report builder, users can customize their reports to suit specific needs, ensuring they stay on top of their store’s performance. The state-of-the-art alerting system enables businesses to maintain constant vigilance over their operations, enhancing decision-making and strategic planning.

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Slack integration

Custom reports

Email integration

Automated reporting

Premade templates

Anomaly detection

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Shopify Financial reporting apps

Related Categories

Price

Based on reviews

Showing 1 to 20 of 8 Apps

Webgility x QuickBooks Online

#InventoryValue

XERO SYNC by BOLD

Robolabs API

BOLD QuickBooks Sync

NetSuite ERP Connector

Molecule Marketing Analytics

Holded

mazeed

Finance Connect

StockFi: Financial AI Advisor

Parker

SellersFunding

XERO SYNC by BOLD

MarginDriver

Bench Accounting

BR ‑ Better Reports

Report Toaster: Custom Reports

TrendSeam Sales Reporting

GAI: Analytics in Slack