Taranker.Com Logo

Top 9 Shopify Financial Report Apps 2025 to Track & Optimize Revenue

Mar-21-2025

Managing your store’s finances effectively is crucial for growth, profitability, and decision-making. The top Shopify financial report apps help merchants track revenue, monitor expenses, analyze profitability, and automate tax reporting, ensuring complete financial visibility.

Best Financial Report Apps for Shopify

2,930 Reviews
QuickBooks Online Global cover

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.

2,326 Reviews
Data Export IO: Reports cover

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.

1,766 Reviews
Report Pundit: Custom Reports cover

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.

1,183 Reviews
BR ‑ Better Reports cover

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.

867 Reviews
Webgility x QuickBooks Online cover

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.

Mipler — Advanced Reports cover

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.

A2X Sync for QuickBooks & Xero cover

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.

Xero Bridge by Parex cover

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.

217 Reviews
Report Toaster: Custom Reports cover

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.

Conclusion

A strong financial reporting system helps merchants make data-driven decisions and optimize profitability. These top Shopify financial report apps in 2025 provide clear insights into revenue, expenses, and overall business performance.

Explore these apps and unlock exclusive deals on Taranker to take control of your Shopify store’s financial health today!

Lucy Quach
Lucy Quach
Lucy, the Marketing Manager at Taranker, brings a wealth of expertise in digital marketing and customer engagement. With over a decade of professional experience across diverse industries, Lucy has honed her skills in full-stack marketing, affiliate management, and community growth.
Scroll to Top