Shopify Financial transactions apps 2025

Intrum Credit Check

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Custom Credit Check & Risk Management

Automated order fulfillment

Custom credit check

Risk analysis integration

Dynamic risk management

Customizable risk levels

Intrum credit score

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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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Taxdoo ‑ VAT & Accounting tool

6.1

7 Reviews

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Automated, simple and secure solution for VAT and accounting Show more

Taxdoo is a comprehensive VAT and accounting tool designed to simplify the complex financial needs of online merchants across the EU and UK. Specifically tailored to accommodate businesses of all sizes, Taxdoo offers a secure and holistic solution allowing merchants to focus on their core operations while it efficiently handles VAT obligations and financial accounting tasks. This tool facilitates the internationalization of your online business by automating the collection and evaluation of transaction data through seamless interfaces. The Taxdoo dashboard provides a transparent overview of your VAT commitments, helping you maintain clarity and compliance effortlessly. With features like OSS export, VAT return filing, and easy DATEV data export, Taxdoo ensures a smooth integration with your existing financial systems. It also supports additional services such as VAT registrations, pro-forma invoicing, and Intrastat filing, making it an indispensable asset for online business growth and management.

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Datev export

Automated vat

Financial accounting

Transaction data

Vat dashboard

Oss exports

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Drivepoint

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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

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Dowsure

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Digital API SaaS platform.

Real-time data

Multi-dimensional analysis

Financial dashboard

Income statistics

Expenditure statistics

Profit statistics

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Ylytic

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Actionable-Insights for Your Store on Mobile Show more

Ylytic is a powerful app designed to deliver actionable insights for your store's sales, order, marketing, and financial metrics right at your fingertips. With AI-driven insights, it enables you to accurately measure your store’s performance through convenient, byte-sized reports accessible on your mobile device. By highlighting key metrics such as orders, sales, ROAS, and LTV, Ylytic empowers you to sell more and discover new opportunities for business growth. The app’s daily goal-tracking feature ensures that you stay on top of your objectives, encouraging consistent progress and development. Maximize your store's potential effortlessly in under 60 seconds with the app’s user-friendly interface and accelerate your sales growth. Additionally, Ylytic provides helpful nudges through WhatsApp or email to keep you informed and engaged with your business goals. This comprehensive tool is your partner in driving data-driven success, all accessible through the Ylytic app.

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Ai-driven insights

Byte-size reports

Daily goal tracking

Mobile performance measurement

Whatsapp/email nudges

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CreditPush Analytics

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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

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myPocketCFO

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Track and plan for your financials. Show more

myPocketCFO is an innovative app designed to streamline financial management for founders and small business owners by processing daily transaction data to automatically generate accrual books and valuable financial insights. With myPocketCFO, users can optimize performance, explore alternative capital sourcing, and manage fundraising efforts, all without needing extensive accounting knowledge or incurring hefty costs. The app empowers entrepreneurs to save significant time by easily compiling their own profit and loss statements, freeing them to concentrate on business growth initiatives. Additionally, myPocketCFO offers in-app access to subject matter experts, including CPAs and CFOs, to support informed decision-making. By simplifying complex financial tasks, myPocketCFO allows business owners to focus on what truly matters—expanding and nurturing their ventures.

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Performance optimization

Real-time accrual books

Financial analysis

Cpa/cfo advice

Daily transaction processing

Alternative capital sourcing

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Intrum Credit Check

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Custom Credit Check & Risk Management

Automated order fulfillment

Custom credit check

Risk analysis integration

Dynamic risk management

Customizable risk levels

Intrum credit score

Try for Free

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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CowEasy ERP ‑ Records Plugin

$9.9 / Month

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Sales Records Instantly Transfer Into CowEasy Accounting Show more

CowEasy ERP - Records Plugin is an efficient tool designed for Shopify merchants across all industries to seamlessly integrate their sales data with the CowEasy ERP Platform. By automating the data transfer process, the app eliminates the need for manual entry, significantly reducing labor costs and minimizing the risk of human error in accounting tasks. Beyond data integration, CowEasy offers comprehensive trading and financial reports, enabling merchants to gain instant, in-depth insights into their business operations. The app also features convenient online quotation and invoicing capabilities, accessible via mobile or computer, and facilitates multi-location stock management, consignment handling, and barcode scanning. Importantly, CowEasy ERP - Records Plugin is designed to be user-friendly, requiring no prior expertise in ERP or accounting, making it an accessible and valuable tool for enhancing business efficiency and accuracy.

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Stock management

Financial reports

Instant data transfer

Auto bookkeeping

Online invoicing

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Parker

7.8

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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H3 Payment Audit

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Optimize Financial Accuracy with Smart Payment Auditing. Show more

H3 Payment Audit is a powerful application designed to enhance business financial management by providing precise order price management, inclusive of shipping costs. It ensures accurate revenue calculations through the deduction of courier charges, simplifying the often-complex task of auditing orders. By streamlining financial records and excluding shipping expenses, it offers businesses a clear picture of their financial standing. The app categorizes payments based on their status — paid, pending, or incoming — allowing for efficient payment administration. With H3 Payment Audit, businesses gain better visibility and control over their transactions. It enables thorough audits to monitor the accuracy of courier fulfillment, ensuring that all charges are appropriately handled. This app is an essential tool for businesses aiming to maintain precise financial records and optimize their revenue management processes.

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Order price management

Financial record streamlining

Payment categorization

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Fihub

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Get financial insights, generated autonomously, in minutes Show more

Fihub is a cutting-edge Business Performance Management (BPM) software designed to empower early-stage startups and small to medium-sized enterprises with innovative solutions. The app focuses on enhancing business management and optimization through data-driven decision-making, providing valuable financial insights and autonomous reporting and planning. Fihub's onboarding process is remarkably efficient, allowing businesses to get started within minutes, ensuring immediate value and ease of use. Unlike traditional software, Fihub is designed to be user-friendly for all business users, not just finance teams, making it accessible and versatile. Seamlessly integrating with applications across all business verticals, Fihub ensures a comprehensive and unified approach to performance management. By leveraging these features, Fihub aims to revolutionize how young businesses operate, providing them with the tools needed to thrive in a competitive landscape.

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Financial insights

Automatic reporting

Strategic planning

Same-day onboarding

Cross-functional integration

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TagPeak Partners

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Turn Customer Cashbacks into Profits Show more

TagPeak Partners is an innovative app designed for Shopify merchants looking to increase sales without resorting to aggressive discounts. By offering customers rewards linked to financial markets, TagPeak helps preserve merchant margins while providing potential growth incentives for shoppers. The app automates campaigns to target specific customer groups, such as those with abandoned carts or inactive shoppers, streamlining the re-engagement process. Merchants control the commission rate passed on to TagPeak, which is then invested to generate rewards, adding a unique element to the shopping experience. Setup is straightforward, with easy activation options for customers using the "TagPeak" discount code at checkout. The app provides flexibility, allowing merchants to toggle TagPeak rewards on or off based on their strategic needs. With TagPeak Partners, businesses can foster loyalty and engagement while maintaining profitability.

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Targeted promotions

Automated setup

Financial rewards

Flexible activation

Customizable commission

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UNumPay

$1 / Month

6.9

31 Reviews

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Keep track of your customers transactions. Show more

UNumPay is a versatile payment mediation platform that seamlessly integrates major Payment Service Providers (PSPs) to offer a wide array of local, regional, and global payment options. Designed to accommodate diverse consumer preferences, UNumPay aims to boost conversion rates for businesses by providing tailored payment solutions. Its technology empowers users to customize features according to their needs, enhance security by managing risks and fraud, and easily introduce new payment methods to thrive in emerging markets. The platform provides a suite of tools including a customizable dashboard, detailed paid order reports, and configurable payment gateways to streamline operations. Additionally, it supports functionalities like refund processing and advanced payment options, making it a comprehensive solution for any growing enterprise. UNumPay's flexibility and robust features make it an essential tool for businesses looking to expand their payment capabilities efficiently.

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Customizable dashboard

Advance payment

Paid order reporting

Payment gateway configuration

Refund payment

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TSE (KassenSichV)

$9 / Month

(1.2/5)

11 Reviews

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Record and export POS data to help with German tax compliance Show more

TSE (KassenSichV) is a cloud-based technical security solution designed for German retailers to comply with the Kassensicherungsverordnung (KassenSichV) regulations. This app ensures that all Point of Sale (POS) transactions are recorded and exported directly from Shopify's unaltered database, allowing seamless sharing with local tax offices when necessary. Certified as compliant with the GoBD, TSE guarantees that your business meets all legal requirements concerning transaction reporting and security. Users can activate TSE per retail location to begin recording transactions and can deactivate it at any time. The app provides a convenient export feature, sending a ZIP file containing DSFinV-K, TSE certificates, and transactional data to your email, facilitating easy access and sharing. Additionally, TSE data is printed on receipts to aid in auditor checks, providing retailers with a streamlined process to maintain transparency and compliance.

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Export data

Activate tse

Record transactions

Email zip file

Include dsfinv-k

Tse on receipts

Install App

Cart Block: checkout validator

$3.99-$7.99 / Month

7.8

1 Reviews

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Block or validate purchase in product, cart and checkout page

Real-time validation

No coding needed

Customizable conditions

Fraud protection

Display warnings

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Shopify Financial transactions apps

Related Categories

Price

Based on reviews

Showing 1 to 20 of 1 Apps

Intrum Credit Check

Finance Connect

StockFi: Financial AI Advisor

XERO SYNC by BOLD

Taxdoo ‑ VAT & Accounting tool

Drivepoint

Dowsure

Ylytic

CreditPush Analytics

myPocketCFO

Intrum Credit Check

MarginDriver

CowEasy ERP ‑ Records Plugin

Parker

H3 Payment Audit

Fihub

TagPeak Partners

UNumPay

TSE (KassenSichV)

Cart Block: checkout validator