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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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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SC Order Tags & Flows

$5.99-$49.99 / Month

(4.8/5)

266 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

6.9

30 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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Arigato Workflow Automation

$15-$100 / Month

9.1

214 Reviews

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Custom workflows & pre-built libraries for easy automation Show more

Arigato Workflow Automation is an innovative app designed to streamline your business processes, eliminating the need for custom app development. With its extensive library of pre-built automations, Arigato makes speeding up routine tasks effortless. Users can customize their workflow utilizing hundreds of available data points and personalization tokens, ensuring tasks run smoothly on autopilot. The app offers seamless integration with your favorite work apps, allowing for robust automation of tasks that were once manual. Whether you're looking to utilize low-code or full-code solutions, Arigato provides the flexibility to choose either. It also features scheduled workflows for regular processes and on-demand automation for instant task execution. With AI coaching and world-class support, Arigato ensures you're back to focusing on core business activities in no time.

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Scheduled workflows

Pre-built automation libraries

Diy coding workflows

On-demand automations

Ai coaching

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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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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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Order Flow by L.A.

$16-$199 / Month

8.2

2 Reviews

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Efficiently manage custom fulfillment workflows

Automated reports

Drag and drop

Form builder

Visual dashboard

Order filtering

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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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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

6.4

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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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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Shopify Financial workflows apps

Related Categories

Price

Based on reviews

Showing 1 to 20 of 1 Apps

Quickbooks Online Tools

mazeed

Finance Connect

StockFi: Financial AI Advisor

Parker

SC Order Tags & Flows

SC Customer Tagging

Triggered: Power‑up workflows

SplitOrder

Arigato Workflow Automation

Tag Minion ‑ Auto Tag Workflow

Aide AI Support Automation

Flow Logger

Order Flow by L.A.

Trello Tools

XERO SYNC by BOLD

Taxdoo ‑ VAT & Accounting tool

Drivepoint

Ylytic

CreditPush Analytics