Top 20 Shopify Financial Report Apps 2025

Report Pundit is a comprehensive reporting tool tailored for Shopify store owners, allowing the creation of unlimited custom reports and leveraging prebuilt examples. It seamlessly integrates with multiple data sources, enabling users to generate detailed analyses across sales, tax, inventory, fulfillment, and more.

• Free Report Service: Custom reports are created for you without extra charge, allowing users to focus on data analysis rather than report-building.
• Export Options: Reports can be exported in Excel, CSV, or PDF formats, facilitating easy sharing and record-keeping.
• Automated Reports: Schedule reports to generate automatically, saving time and ensuring regular data updates.
• Data Integration: Links with over 30 apps across payment, shipping, and marketing sectors, providing a holistic view of business operations.
• Multi-Store Support: Unified reporting for multiple Shopify stores, easing data consolidation and management.

The app's standout advantage, as highlighted by users, is its extraordinary customer service, providing prompt and efficient assistance in creating and customizing reports. This ensures that even users with little experience can produce complex, tailored reports with ease. Additionally, its user-friendly interface and comprehensive feature set make it an indispensable tool for data-driven decision-making in Shopify stores. The reliability and responsiveness of the support team further amplify its value, ensuring a superior experience for all users.

Data Export IO: Reports is a powerful tool designed for Shopify store owners to automate reporting processes effectively. It offers a wide array of pre-made reports covering various essential aspects such as Sales, Taxes, Inventory, and more. With advanced customization and scheduling options, store owners can easily export data in multiple formats and organize it according to their needs. The app includes access to free expert assistance for seamless integration and troubleshooting.

• Pre-made Reports: Access a diverse range of reports for Sales, Products, Payouts, POS, and more, significantly reducing the time to gather insights.
• Advanced Filters: Add multiple conditions to precisely tailor reports to your needs, making data extraction more efficient.
• Column Management: Customize reports by freezing, filtering, renaming, sorting, cloning, and hiding fields to meet specific business needs.
• Export Friendly: Generate reports in user-friendly formats such as CSV, Excel, and PDF to streamline data handling and sharing.
• Password Protected: Enhance security by adding password protection to restrict access to sensitive data within reports.

The outstanding advantages of the Data Export IO: Reports app, based on user reviews, include its comprehensive data export capabilities and exceptional customer support. Users appreciate the app's flexibility and customization options, allowing them to tailor reports to their specific requirements. Automated scheduling and integration with platforms like Google Drive save significant time, improving operational efficiency. Customer support consistently receives high praise for being responsive, knowledgeable, and dedicated to promptly resolving issues.

Better Reports is a powerful tool for analyzing sales, payments, inventory, customers, payouts, and more. It offers numerous pre-built reports, the ability to create custom reports, and features like POS support, Google Sheets integration, multi-store reporting, and multi-currency handling. You can export or schedule reports to be emailed automatically.

• Customizable Reports: Create tailored reports using custom fields, metrics, and formulas to suit your specific business needs.
• Pre-built Reports: Access a variety of ready-to-use reports for quick insights without starting from scratch.
• Google Sheets Integration: Seamlessly connect with Google Sheets for easy data manipulation and sharing.
• Automated Reporting: Schedule reports to be sent automatically via email or to Google Sheets.
• Multi-store & Multi-currency Support: Manage reports for multiple stores and currencies with ease.

Based on customer reviews, Better Reports stands out for its exceptional customer service, with rapid and personalized responses from the support team. The app's ease of use and ability to replace costly reporting tools make it a valuable addition to any Shopify store. Users appreciate the ability to create customized reports swiftly, efficiently, and with detailed guidance from the responsive support team, often highlighted by name in reviews, further attesting to the personalized assistance provided.

Mipler — Advanced Reports empowers Shopify store owners to effortlessly analyze their store's performance. This app helps create and visualize reports using various data points available such as metafields, tags, and other properties. Users can manage sales analytics, financial reports, tax reports, inventory reports, customer analysis, and more. It offers seamless integration with Google Sheets, and facilitates data merging from multiple stores into one report.

• Comprehensive Data Analysis: Harnesses various data points like metafields and tags to create insightful reports.
• Wide Range of Reports: Offers sales analytics, financial, tax, inventory, and customer analysis reports.
• Multi-Store Reporting: Allows merging data from multiple Shopify stores into one cohesive report.
• Seamless Integration: Compatible with Google Sheets and Shopify Plus, offering easy data exports and imports.
• Custom Reporting Service: Offers free report customization services and public link sharing without requiring Shopify admin access.

Description of the app's outstanding advantages based on the app's reviews reveals exceptional customer support, notably from team members like Andrii and Sviatoslav, praised for their attentiveness and quick problem resolution. The app is lauded for its user-friendly interface, robust reporting features surpassing those of Shopify, and its capability to save significant time by automating reporting processes. The adaptability to specific business needs and efficient handling of metafields further enhance its value, making it a highly recommended choice for data management and analytics.

QuickBooks Online Global provides a seamless connection between Shopify and QuickBooks Online, enabling merchants selling outside the US to efficiently manage their accounting, track income and expenses, and automate data entry. The app ensures synchronization of inventory and accounting data, simplifying financial management for Shopify users globally.

• Automated Invoicing: Easily automate the entry of invoices, customers, and products by connecting Shopify and QuickBooks Online.
• Inventory Synchronization: Keep stock levels updated between QuickBooks Online (Plus or higher) and Shopify, ensuring accurate inventory management.
• Data Import: Import sales data directly from Shopify to QuickBooks Online, reducing manual data entry and minimizing errors.
• Comprehensive Tracking: Track income and expenses to maximize tax deductions and optimize your financial strategies.
• Multi-Store Integration: Connect all Shopify storefronts to QuickBooks Online, providing a centralized platform for businesses operating internationally.

The app's outstanding advantages are emphasized by highly positive reviews, highlighting the efficiency and reliability of the support team, particularly in resolving synchronization issues swiftly. Users appreciate the reduction in data entry workload, seamless data flow, and the ability to focus more on running their business. The exceptional support and customer service provided by team members like Nick, Ben, and Sherwin make integrating the systems an easy and streamlined process.

Introducing Report Toaster, created by Cloudlab. An extremely powerful reporting and analytics app available for Shopify merchants. Access real-time data from your store to create, schedule and export custom reports across all of your shops, customize by adding columns, using powerful filters, and multi-column sorting.

• Customizable Reports: Allows users to create, schedule, and export custom reports across all shops.
• Diverse Reporting Templates: Offers over 120+ report templates to customize and save.
• Automated Reporting: Scheduled reports can be delivered via email, SMS, or Slack.
• Multi-Store Reporting: Users can report and compare data from multiple Shopify shops.
• Data Sharing Options: Export reports as PDF or CSV and share live report links with staff or third parties.

Report Toaster stands out as a top-notch reporting app, praised for offering rich features even in its free version—features that others charge premiums for. It has been noted for its affordability with significant extras in paid options. Users have highlighted the exceptional support team, mentioning their responsiveness and willingness to assist as key advantages of the app.

A2X Sync for QuickBooks & Xero is a powerful app designed to streamline the reconciliation of Shopify payout data with QuickBooks Online, Xero, Sage, or NetSuite. It categorizes every Shopify transaction into accurate summaries, saving time and improving financial accuracy for merchants, accountants, and bookkeepers.

• Accurate Categorization: Automatically categorizes Shopify transactions such as sales, fees, taxes, and refunds into summaries that reconcile perfectly with accounting software.
• Tax Tracking: Assigns tax rules to each Shopify transaction type, helping avoid overpayment and ensuring accurate tax tracking.
• COGS Alignment: Matches cost of goods sold with Shopify sales to maintain precise financial records.
• Professional Support: Access to a directory of accounting professionals specializing in Shopify for expert guidance.
• Multi-channel Automation: Automates e-commerce accounting across multiple sales channels including POS systems.

Based on user reviews, A2X Sync offers outstanding advantages in terms of exceptional customer support and effortless integration. Users praise the app for simplifying complex reconciliations, saving significant time, and providing detailed transaction insights. The support team consistently receives accolades for being responsive, professional, and helpful in resolving issues, leading to enhanced customer satisfaction.

QuickBooks Sync by Webgility is an advanced ecommerce accounting and inventory automation tool for QuickBooks Online. It allows seamless integration of your Shopify store, various online marketplaces, and over 50 other business applications with QuickBooks. The application automates the transfer of orders, inventory, and payout data to QuickBooks in real-time, enabling users to reconcile transactions quickly, eliminate manual data entry errors, and adapt to different sales channels effortlessly.

• Real-Time Accounting Automation: Instantly downloads and posts orders to QuickBooks, reducing manual bookkeeping efforts.
• Seamless Shopify Reconciliation: Accurately matches bank deposits and payouts for efficient financial management.
• Multichannel Inventory Sync: Updates product availability across all sales channels with each transaction.
• Comprehensive Analytics: Provides insightful sales performance and trend analysis across multiple platforms.
• 24/7 Operation: Ensures continuous data handling to meet the fast pace of your business operations.

Users have praised the app for its exceptional capability to handle store orders effortlessly, drastically reducing administrative burdens. The robust automation process minimizes manual data entry errors and saves significant time. The app's user-friendly interface, coupled with excellent customer support, makes the integration and onboarding process smooth. Customers appreciate the openness to feedback and the app's adaptability to change, aiding in enhanced efficiency and streamlined operations.

Profitario ‑ Profit Analytics is an app designed to streamline the process of reporting net profit, margins, disputes, and customer lifetime value by automatically importing data from various platforms like Shopify, AliExpress, Facebook Ads, and PayPal.

• Seamless Integrations: Automatically imports data from platforms like Shopify, AliExpress, Facebook Ads, and PayPal.
• Comprehensive Reporting: Generates detailed reports on net profit, margins, expenses, and lifetime value of customers.
• Time Efficiency: Reduces the time spent on manual calculations, allowing users to understand their financial status quickly.
• User-Friendly Interface: Provides an easy-to-use interface for monitoring essential business metrics in real-time.
• Free Trial: Offers a 14-day free trial for stores of all sizes, allowing users to experience the app risk-free.

Profitario has been praised for its transformative effect on managing Shopify stores, providing comprehensive and real-time insights into business metrics. Users find it particularly valuable for its ability to simplify profit tracking and decision-making, with a simple interface and effective reporting features that reflect a deep understanding of a store's financial health. - User Rating: 5/5

Xero Bridge by Parex is a powerful app designed to effortlessly sync sales data to Xero, utilizing both Individual Order and Summary Sync options. This app allows for the automatic or manual export of orders, products, and customer data, catering to various syncing preferences and ensuring straightforward reconciliation.

• Individual Order Sync: Seamlessly export all orders, products, and customer details to Xero, ensuring comprehensive data transfer.
• Summary Invoice Sync: Automatically create consolidated invoices based on payment methods for efficient reconciliation.
• Automated Sync Process: Sync data throughout the day to keep your financial records consistently up-to-date.
• Easy Reconciliation: Facilitate straightforward financial reconciliation, simplifying accounting processes.

The app's outstanding advantages, as highlighted in reviews, include exceptional customer support that is quick, clear, and solution-oriented, effortlessly customizable integrations for specific business needs, and significant time savings in data entry, making it a valuable tool for businesses looking to streamline their accounting processes with Xero.

Profit Calc: Profit Calculator streamlines financial understanding by providing instant profit calculations and insights, eliminating the need for spreadsheets. It offers real-time reports and seamless integration with essential ad platforms, designed for stores using VAT or COD. The app allows viewing multiple store reports together or separately with ease.

• Real-Time Reporting: Get real-time reports and breakdowns by orders, products, or overall store performance.
• Ad Platform Synchronization: Syncs effortlessly with Facebook, Google, Bing, TikTok, Snapchat, and Pinterest ads.
• Integration Flexibility: Supports integration with Aliexpress, Printful, Printify, CJ Dropshipping, and cost per item features.
• VAT and COD Compatibility: Configured specifically to accommodate stores using Value Added Tax and Cash on Delivery.
• Multi-Store Reporting: View multiple stores' performance together or separately within one comprehensive report.

The app's outstanding advantages, as highlighted by users, include smooth setup and integration, precise and affordable cost analysis, and exceptional customer support. Reviewers particularly appreciate Jamie’s personal assistance in problem-solving and customization of each user’s dashboard, enhancing overall user experience and satisfaction.

QuickBooks Bridge is an app that seamlessly syncs sales data to QuickBooks Online, offering flexible options for individual order or summary sync, making data management easy and efficient.

• Individual Order Sync: Export orders, products, and customer data automatically to QuickBooks, ensuring comprehensive records with every transaction.
• Summary Invoice Sync: Conveniently create one entry per day for each payment method, simplifying reconciliation processes with daily summaries.
• Automated Sync Process: Enjoy an efficient syncing experience with options for automatic or manual syncing at your convenience.
• Easy Reconciliation: Streamline financial management with user-friendly reconciliation options within the app.
• Comprehensive Tax Support: Includes built-in tax options, like HST, GST, and PST for Canada, providing flexibility for different regional requirements.

This app has received outstanding reviews for its immediate and clean syncing capabilities without data loss, excellent customization options for detailed data import, and superior efficiency compared to native options. Users commend the exceptional customer support team, noting their expertise, responsiveness, and professionalism, which have significantly simplified their workflows. QuickBooks Bridge offers high ease of use, especially across multiple stores, ensuring a top-tier integration experience.

XERO SYNC by BOLD provides a seamless solution for integrating Shopify orders with Xero, ensuring comprehensive data synchronization including line items, shipping, and taxes. It offers a reliable and user-friendly experience, ideal for accountants managing e-commerce finances.

• Comprehensive Order Sync: Automatically includes line items, shipping, and taxes in synced orders, offering complete financial transparency.
• Shopify Payments Integration: Automatically records refunds, discounts, and payment fees, enhancing financial accuracy and ease of management.
• Customer Data Import: Easily import customer details with orders, keeping your customer information up-to-date and organized.
• Flexible Syncing: Access your data anytime through scheduled syncing or on-demand operations for timely updates.
• Extensive Support: Benefit from a dedicated Xero support team and comprehensive help center documentation for seamless troubleshooting.

Reviews highlight XERO SYNC by BOLD as an indispensable tool for streamlining accounting workflows, praised for its reliability, ease of use, and robust customer support. Users particularly appreciate the simplified process of syncing comprehensive sales data, which alleviates the burden on manual entry and increases accuracy in financial reporting.

CollabPay ‑ Vendor Payouts is a powerful and intuitive app designed to streamline the payment process between businesses and their vendors. Ideal for e-commerce platforms and online marketplaces, it enables seamless financial transactions by automating payouts, saving time and reducing errors. With its user-friendly interface, CollabPay provides full transparency, allowing users to track and manage multiple vendor payments effortlessly. The app supports various payment methods, ensuring flexibility and convenience for businesses of all sizes. It also includes detailed reporting features, helping users to maintain accurate financial records and facilitate better decision-making. Additionally, CollabPay is equipped with robust security measures to protect sensitive financial data, providing peace of mind for both businesses and their vendors.

Puppet Vendors ‑ Multi Vendor is an app designed to manage real-time vendor or consignment sales and commissions, enabling automatic order splitting and routing to vendors. It offers a vendor portal for product and inventory management along with insights and analytics to aid business decisions. This app supports multiple languages and integrates with Zapier to transform a Shopify store into a vibrant marketplace.

• Real-time Sales Management: Efficiently manage sales and commissions on a real-time basis with ease.
• Automated Order Splitting: Orders are automatically split and routed to vendors, with notifications sent via email and portal.
• Vendor Portal: Vendors can manage their products and inventories directly through an intuitive portal.
• Insights and Analytics: Access valuable insights and analytics to make informed business decisions and boost sales.
• Multi-lingual and Integration: Supports multiple languages and integrates seamlessly with Zapier for enhanced functionality.

Puppet Vendors ‑ Multi Vendor stands out for its ease of use, exceptional customer support, and seamless integration with the Shopify ecosystem. Users appreciate the intuitive user interface and the effectiveness of the app in saving time and streamlining processes. The customer service provided by the Puppet Vendors team receives high praise for being responsive and helpful, further enhancing the overall user experience. Despite some areas for improvement in UI/UX, the app is seen as a promising solution with ongoing improvements.

Dashi MYOB Accounting Sync is a powerful tool designed to automate the synchronization of Shopify data with MYOB accounting systems, including AccountRight and Essential. This app significantly reduces the time and effort spent on manual data entry by offering a comprehensive configuration that syncs transactions, such as sales, COGS, refunds, fees, gift cards, taxes, and payments across different gateways, directly to the relevant accounts. Additionally, Dashi ensures seamless synchronization of products, customers, and inventory, with updates pushed on an hourly basis to maintain real-time accuracy. Users can easily reconcile every transaction into either individual or summarized invoices, thanks to the app's flexible configuration options. Dashi also allows for comprehensive syncing of historical data, ensuring all past records are accurately reflected in MYOB. With a straightforward setup process that takes just three minutes and robust support, getting started and staying organized is effortless.

Bookkeep: Sales Tax+Acctg Sync is a powerful app designed to streamline and automate your e-commerce accounting and sales tax processes. It supports over 60 platforms, allowing you to sync unlimited transactions and users effortlessly. With Bookkeep, your payments are automatically reconciled to match your bank feeds, providing peace of mind and accurate financial management.

• Automated Payment Reconciliation: Automatically matches and reconciles payments to your bank feeds for accurate financial tracking.
• Sales Tax Automation: Powered by Avalara, this feature ensures you never overpay your sales tax, simplifying tax compliance across jurisdictions.
• Multi-Platform Support: Connect and manage multiple e-commerce channels with support for over 60 platforms.
• Flexible Revenue Recognition: Offers options to recognize revenue by Order Date or Ship Date, catering to diverse business needs.
• Accurate Data Handling: Seamlessly manages transactions in different currencies and accounts for refunds, exchanges, and fees.

The app consistently receives high praise for its ability to save time and efficiently automate complex accounting tasks. Users appreciate the seamless integration and support provided, recognizing Bookkeep as a game-changer in managing e-commerce finances. It allows users to confidently expand their client bases by offering reliable and accurate accounting solutions.

Sure, here is a structured summary of the QUICKBOOKS SYNC by BOLD app, along with a description based on app reviews:

The QUICKBOOKS SYNC by BOLD app is a reliable tool for Shopify stores and accounting teams to synchronize Shopify transactions with QuickBooks. It simplifies financial reporting, payment management, and inventory tracking, ensuring easy management of sales data and customer information.

• Automatic Order and Refund Import: Seamlessly import orders and refunds from Shopify to QuickBooks to maintain accurate financial records.
• Product and Inventory Sync: Automatically sync products and inventory from QuickBooks to Shopify, keeping both platforms consistently updated.
• Payout and Adjustment Export: Export payout fees and adjustments from Shopify Payments to QuickBooks to track financial transactions effectively.
• Data Control: Own and manage your data by utilizing on-demand export or automatic synchronization to QuickBooks.
• Comprehensive Support: Access a dedicated QuickBooks support team and extensive help center documentation for seamless assistance and troubleshooting.

Based on user reviews and ratings, the app's outstanding advantages include its user-friendly interface, reliable data synchronization, and responsive customer support. Users appreciate its ability to reduce manual work through automation, which enhances efficiency and accuracy in managing Shopify and QuickBooks data. The app is consistently praised for its seamless integration, saving time and minimizing errors, as well as for its knowledgeable support team, who are readily available to assist with any issues.

Verify COD | COD to Prepaid is an app designed to facilitate the verification of Cash on Delivery (COD) orders using IVR and WhatsApp. It ensures order legitimacy and enables businesses to expand globally by converting COD orders to prepaid efficiently.

• Global Reach: Expand your business operations in over 220 countries worldwide with the app's intuitive features.
• Order Verification: Ensure legitimacy of COD orders by verifying customer contact numbers and obtaining confirmation using IVR/WhatsApp.
• Language Support: Supports multiple languages and accents for broader and more inclusive user engagement.
• Automation: Automate IVR calls and WhatsApp messages for seamless verification of COD and prepaid orders, minimizing manual intervention.
• No-Code Setup: The app is ready to use with no coding skills required, making it accessible to all users.

The app stands out due to its effectiveness in reducing Return to Origin (RTO) by identifying fake or unserious orders, converting COD orders to prepaid through WhatsApp notifications that may include discounts, as noted in user reviews. Customers also appreciate the ease of setup and extensive global and multilingual support, as reflected in high ratings and positive comments.