Shopify Financial workflows apps 2025

Quickbooks Online Tools

$19-$29 / Month

Connect & automate workflows between store and quickbooks Show more

QuickBooks Online Tools is a powerful app designed to streamline your e-commerce financial workflows by integrating Shopify with QuickBooks. It effectively syncs sales data from your Shopify store with QuickBooks, eliminating the hassle of manual data entry and saving valuable time. With real-time data syncing, your financial records remain consistently up-to-date, offering you clear insights into your store's performance. The app allows you to customize how data is mapped between the two platforms, providing flexibility to meet your specific accounting needs. Easy to set up with no technical expertise required, it ensures a seamless integration process. Additionally, you have control over which Webhook data is sent to QuickBooks Online, enhancing the accuracy and efficiency of your accounting processes.

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Real-time updates

Easy setup

Automated data sync

Custom data mapping

Webhook control

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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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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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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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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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SC Order Tags & Flows

$5.99-$49.99 / Month

8.5

267 Reviews

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Add, remove and delay order auto tags to manage your workflows Show more

SC Order Tags & Flows is the ultimate solution for businesses seeking to improve efficiency and drive revenue growth in a competitive global market. This app serves as an advanced auto tag manager, leveraging automation to enhance order management workflows, save time, and streamline fulfillment processes. By utilizing SC Order Tags & Flows, businesses can deepen customer engagement and increase conversion focus through automated tagging systems that trigger necessary order management actions. The app allows users to create unlimited, custom workflows tailored to their unique business needs and seamlessly connects with shipping and fulfillment partners via the Shopify Admin Page. Additionally, the app supports backdated tags to gather data and align past orders with new workflows. For holistic automation, it integrates with thousands of apps through Zapier, enabling end-to-end automated processes that empower businesses to operate more efficiently and effectively.

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Automate order tags

Customizable workflows

Integration with shopify

Backdating order tags

Zapier connectivity

Enhance order management

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SC Customer Tagging

$5.99-$49.99 / Month

8.2

74 Reviews

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Automated customer tags: Segmentation, workflows, email Show more

SC Customer Tagging is an innovative app designed to enhance your customer segmentation strategy through the power of automation. It allows you to apply and remove tags on customer records based on their behaviors, creating dynamic customer segments with multi-condition workflows. With this tool, you can leverage marketing automation to tailor communications, ensuring that interactions are aligned with each shopper's position in the customer lifecycle. The app utilizes your Shopify Email customer list as a central source, using tags to trigger actions across various marketing platforms seamlessly. Additionally, SC Customer Tagging can integrate with thousands of other apps through Zapier, enabling comprehensive and automated workflows. This makes the app an essential tool for any business looking to streamline lifecycle management and enhance marketing efficiency.

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Marketing automation

Customer segmentation

Automated tagging

Multi-condition workflows

Trigger actions

Integrate zapier

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Triggered: Power‑up workflows

$16-$72 / Month

8.2

1 Reviews

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Create opt-in URLs, target customers, trigger Flow workflows Show more

Triggered: Power‑up Workflows app enhances your customer engagement and retention by leveraging advanced marketing tools to boost conversion rates and foster brand loyalty. It enables you to set up conditional rules that automate Shopify Flow triggers, customer and order tagging, and even line item modifications for orders. With Triggered, you can generate opt-in URLs to be used in emails, post-checkout, or within the customer account section, facilitating seamless activation of Shopify Flow workflows or direct actions. This app empowers you to refine your marketing strategies by targeting specific customer segments and tailoring interactions to drive higher lifetime value. Streamline your workflows and lead your business towards enhanced customer satisfaction and sustainable growth with Triggered.

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Create opt-in urls

Trigger shopify flow

Tag customers

Modify order items

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SplitOrder

$19-$199 / Month

9.1

31 Reviews

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Create rules to split orders & automate fulfillment workflows! Show more

SplitOrder is an innovative app designed to give you enhanced control over your e-commerce order management and streamline your fulfillment workflows. With its robust automation capabilities, the app allows you to effortlessly split items from a single purchase into individual orders on platforms like Shopify or ShipStation. This feature-rich app enables you to create custom rules to identify and manage orders based on specific attributes, such as customized or personalized items, oversize or overweight products, and items sourced from particular suppliers. Seamlessly reroute items to different warehouses using its integration with ShipStation, ensuring efficient and accurate order processing. By utilizing SplitOrder, you can maintain a superior handle on your order operations and automate processes to save time and reduce errors. Take charge of your e-commerce logistics and optimize your workflow with ease and precision, making order management a hassle-free experience.

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Automate workflows

Shipstation integration

Order splitting rules

Split customized items

Split oversized items

Re-route items

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Trello Tools

$9-$19 / Month

8.2

1 Reviews

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Effortlessly automate store workflows with Trello Show more

Trello Tools is designed to enhance your workflow by seamlessly integrating Shopify with Trello boards. This app allows you to manage orders, products, and customer data efficiently, ensuring that you stay organized and collaborate effectively with your team. With features like automatic task creation, order updates, and customer information integration, Trello Tools helps improve productivity and saves you time. Customize data mapping between Shopify and Trello to suit your specific needs and decide which webhook data should be sent to your Trello account. Whether you're dealing with one or multiple Trello accounts, Trello Tools offers an effortless management experience. Stay on top of your business processes and never miss a detail with Trello Tools.

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Multi-account management

Order updates

Automate workflows

Automatic task creation

Customer data integration

Seamless shopify sync

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Tag Minion ‑ Auto Tag Workflow

$4.95-$14.95 / Month

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Workflows for auto tagging products, orders and customers. Show more

Tag Minion - Auto Tag Workflow is a dynamic app designed to streamline and automate the tagging process for customers, orders, and products. This powerful tool empowers users to set up instant workflows, allowing for real-time tagging based on specific criteria. With access to hundreds of variables and conditions, users can create customized workflows that cater to their unique business needs. The app supports unlimited workflows, enhancing operational efficiency by automating repetitive tagging tasks. Tag Minion also offers bulk tagging capabilities, making it easy to manage large volumes of products. Additionally, the app features comprehensive activity logs, enabling users to track their tag workflows and ensure seamless operation of their automated processes.

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Activity logs

Unlimited workflows

Bulk tagging

Automate tagging

Endless options

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Aide AI Support Automation

$300-$800 / Month

8.2

2 Reviews

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Fully Automate Support Workflows and Question Answering Show more

Aide AI Support Automation is a versatile application designed to streamline customer service processes and enhance support efficiency. By utilizing AI, Aide helps in extracting valuable customer insights and automating various repetitive tasks such as order tracking, returns, and exchanges. The app empowers support agents by providing intelligent suggestions and using stored knowledge to automatically address common inquiries. It meticulously analyzes customer messages to identify potential automation opportunities, equipping users with the necessary tools to configure and optimize workflows. Aide enables automation of knowledge-based question answering while adhering to store policies for returns and exchanges. It also offers ongoing AI-driven insights and recommendations to continuously improve support operations. With CRM and API integrations, Aide facilitates seamless data access and action execution, making it an indispensable tool for modern customer service teams.

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Order tracking automation

Customer insights

Crm integrations

Api integrations

Returns automation

Automate support workflows

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Order Flow by L.A.

$16-$199 / Month

8.2

2 Reviews

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Efficiently manage custom fulfillment workflows Show more

Order Flow by L.A. is a versatile app designed to streamline and optimize your store’s shipment preparation processes. With a drag-and-drop workflow builder, you can easily customize the actions and decisions unique to your team’s operations. Improve efficiency and accuracy by managing and tracking orders from a centralized, visual dashboard. The app also features a form builder, allowing you to tailor data collection to suit your specific requirements during each step of the workflow. Benefit from comprehensive order filtering options, enabling you to organize orders based on location, product, status, and more. To further support your business, Order Flow sends automated weekly reports directly to your inbox, providing valuable insights into team performance and helping you enhance operational outcomes.

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Automated reports

Drag and drop

Form builder

Visual dashboard

Order filtering

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Flow Logger

$20-$50 / Month

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Flow action & API - track your workflows and integrations Show more

Flow Logger is a versatile tool designed to streamline the logging process within Shopify Flows and external applications. By allowing users to add logging actions at any point, it enables efficient capture of events, errors, and changes, enhancing tracking capabilities. Logs are conveniently accessible directly on the Customer, Order, or Product details pages, making debugging and auditing a seamless experience. With its capacity to log data and events both from Shopify Flow and via an API for external integrations, Flow Logger caters to a wide range of logging needs. Additionally, its ability to display live logs on admin pages ensures real-time visibility and management of your operational data. This app simplifies the complexities of data tracking and provides a comprehensive overview for maintaining operational integrity.

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Log data/events

Api external logs

View live logs

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Atom8 Automation by GritGlobal

7.7

25 Reviews

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Automate BigCommerce workflows with intuitive drag-and-drop interface. Show more

Atom8 Automation by GritGlobal is a powerful tool designed to optimize operations for BigCommerce merchants. This application simplifies tasks and processes through high-performance automation and an intuitive drag-and-drop interface, making it easy for users to enhance efficiency and elevate customer experiences quickly. Atom8 is compatible with all editions of BigCommerce, including Standard, Enterprise, and B2B, and serves businesses worldwide with regional support. The app offers comprehensive solutions that cover scheduling, product management, customer management, content management, order management, and seamless integration. As an exclusive workflow automation tool for BigCommerce, Atom8 provides everything a store needs to streamline its operations effortlessly. For further inquiries or assistance, businesses can reach out via email or visit the GritGlobal website at gritglobal.io.

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Workflow automation

Integration capabilities

Product management

Marketing enhancements

Drag-and-drop interface

Order management

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Aroopa Apps

$2000-$299 / Month

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Streamline e-commerce with integrated CRM, OMS, workflows, and marketing solutions. Show more

Aroopa Apps is a comprehensive platform tailored to optimize e-commerce operations by integrating key functionalities like Forms, Workflows, CRM, OMS, and Campaigns. Designed to streamline processes, this app provides robust tools for efficient order management, inventory tracking, and marketing campaign execution, ensuring seamless operations. Users can automate repetitive tasks, optimize workflows, and enhance customer engagement through intuitive interfaces and powerful automation features. With its CRM capabilities, Aroopa Apps offers deep data insights to personalize customer interactions, promoting better customer experiences and loyalty. The app's easy-to-use, no-code environment allows for quick setup and management of workflows and forms. Elevate your e-commerce business to new heights by leveraging the all-encompassing features of Aroopa Apps.

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Inventory management

Order management

Custom forms

No-code workflows

Crm capabilities

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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. Show more

Dowsure is a comprehensive financial analysis app designed to empower businesses with in-depth insights into their financial performance. The app offers a robust dashboard that features a full range of functions, including detailed income, expenditure, and profit statistics, as well as the scale of expenditure. It allows users to conduct multi-dimensional statistical analysis of their financial reports, ensuring a thorough understanding of their financial health. Dowsure provides real-time statistical analysis of store data, helping business owners generate valuable insights into their business trends and financial outlook. Users can also authorize multiple stores to access the platform, enabling a consolidated view of business performance across various locations. With Dowsure, businesses can improve company management and facilitate informed decision-making for strategic growth and development.

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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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Shopify Financial workflows apps

Related Categories

Price

Based on reviews

Showing 1 to 20 of 1 Apps

Quickbooks Online Tools

mazeed

Finance Connect

Parker

StockFi: Financial AI Advisor

SellersFunding

SC Order Tags & Flows

SC Customer Tagging

Triggered: Power‑up workflows

SplitOrder

Trello Tools

Tag Minion ‑ Auto Tag Workflow

Aide AI Support Automation

Order Flow by L.A.

Flow Logger

Atom8 Automation by GritGlobal

Aroopa Apps

Drivepoint

Dowsure

Ylytic