Shopify Financial reporting apps 2025

QuickBooks Sync by Webgility

$59-$179 / Month

8.1

893 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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QUICKBOOKS SYNC by BOLD

$19-$99 / Month

(3.6/5)

270 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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Holded

$29-$199 / Month

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The smart business management software for SMEs

Crm integration

Sales analytics

Inventory tracking

Automated invoicing

Time tracking

Hr management

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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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Molecule Marketing Analytics

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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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XERO SYNC by BOLD

$19.99-$59.99 / Month

(2.9/5)

213 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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NetSuite ERP Connector

$199.92-$375 / Month

(2.5/5)

2 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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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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XERO SYNC by BOLD

$19.99-$59.99 / Month

(2.9/5)

213 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 / 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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Better Reports

$19.9-$299.9 / Month

8.4

1,051 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

7.9

194 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

Daasity Reporting & Analytics

$349-$999 / Month

7.7

52 Reviews

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Simplified eCommerce analytics to quickly grow revenue Show more

Daasity Reporting & Analytics is a powerful tool designed to empower businesses by providing comprehensive data insights and analytics. Aimed at streamlining the process of data aggregation and visualization, this app enables companies to make informed decisions by integrating various data sources into a unified platform. Users can easily create custom reports and dashboards, offering a holistic view of their business performance metrics in real time. With advanced features like cohort analysis and revenue forecasting, Daasity helps users uncover trends and identify areas of opportunity for growth. Its user-friendly interface makes it accessible to both data analysts and non-technical users, ensuring that everyone in the organization can leverage data-driven strategies. Perfect for eCommerce businesses, Daasity supports integrations with popular platforms like Shopify and Amazon, enhancing its utility and effectiveness.

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Sales analytics

Customer insights

Advanced reporting

Data integration

Revenue growth

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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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Coupler.io: export data

$64-$332 / Month

(1/5)

3 Reviews

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Analyze and track your store performance with custom reporting Show more

Coupler.io is a powerful tool designed to seamlessly import Customer, Product, and Order data from Shopify into platforms like Google Sheets, Microsoft Excel, BigQuery, Looker Studio, or PowerBI. It allows users to schedule data imports with no coding required, enabling effortless data management. With Coupler.io, businesses can obtain real-time snapshots of their warehouse inventory, making it easier to construct advanced dashboards and reports. This application also facilitates data sharing with external stakeholders, enhancing collaboration and decision-making processes. Users can automate data refreshes on a customizable schedule, as often as every 15 minutes, ensuring up-to-date insights. Additionally, Coupler.io provides transformation capabilities, such as column management, filtering, and sorting, directly during import. It also offers the flexibility to blend data from multiple Shopify stores or other supported sources for comprehensive analysis.

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Real-time inventory

Data transformation

Data blending

Data import automation

Custom scheduling

Advanced dashboards

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AtomicTax Sales Tax Automation

$18-$80 / Month

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Sales Tax Automation, accurate filing, reporting services Show more

AtomicTax Sales Tax Automation is a comprehensive app designed to simplify and automate the complex process of sales tax compliance for businesses. By aggregating orders, the app prepares detailed sales tax reports for each state where you need to file returns, ensuring seamless compliance with varying state requirements. It supports multiple sales platforms, consolidating reporting and filing across all your sales channels. With a focus on comprehensive compliance, AtomicTax includes features like real-time tax obligation calculations and economic nexus monitoring, aiding businesses in navigating complex tax landscapes. The app also assists with state registration and obtaining necessary sales tax IDs, further simplifying the tax process. An always-available support team ensures users receive 24/7 assistance with any inquiries related to state tax compliance. AtomicTax is dedicated to making tax compliance effortless and efficient, giving businesses the confidence to focus on growth.

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Tax remittance

Sales tax reports

Order aggregation

Automated tax filing

Multi-platform reporting

Real-time obligation calculation

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Origin UTM Tracking

$10 / Month

6.3

5 Reviews

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UTM-based tracking and reporting to give you clarity Show more

Origin UTM Tracking is a powerful tool designed to resolve the iOS14 tracking challenges faced by digital marketers, especially those using Facebook Ads. This app ensures that all sales are accurately attributed, preventing any loss of valuable data that could lead to ineffective spending on advertising. By generating UTM links and snippets that integrate seamlessly with Facebook Ads, it provides precise insights into which ads are driving results and which are not, allowing for data-driven decision-making. With this app, users can easily identify their top-performing sources and campaigns, ultimately optimizing their marketing strategy. The instant reporting feature provides real-time updates on new orders and customer journeys, ensuring that businesses remain agile in their advertising efforts. Origin UTM Tracking is the ultimate solution for businesses looking to gain clarity and control over their advertising ROI in a post-iOS14 landscape.

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Accurate reporting

Top-performing sources

Instant reporting

Generate utm links

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Shopify Financial reporting apps

Related Categories

Price

Based on reviews

Showing 1 to 20 of 8 Apps

QuickBooks Sync by Webgility

#InventoryValue

QUICKBOOKS SYNC by BOLD

Holded

Robolabs API

Molecule Marketing Analytics

XERO SYNC by BOLD

NetSuite ERP Connector

Finance Connect

StockFi: Financial AI Advisor

XERO SYNC by BOLD

MarginDriver

Better Reports

Report Toaster: Custom Reports

TrendSeam Sales Reporting

Daasity Reporting & Analytics

GAI: Analytics in Slack

Coupler.io: export data

AtomicTax Sales Tax Automation

Origin UTM Tracking