Top Free Shopify Financial Report Apps 2025

Marketer’s Compass is a powerful tool designed to streamline the process of evaluating marketing performance by integrating ad-spend and performance metrics from various digital marketing channels into a single, user-friendly dashboard.

• Unified Dashboard: Combines ad-spend and performance data from multiple marketing channels, allowing for comprehensive analysis in one place.
• Real-Time Insights: Provides up-to-date information on spending and revenue, enabling quick assessment of financial performance.
• Profitability Metrics: Helps teams easily determine if their Return on Ad Spend (ROAS) is at a profitable level.
• Streamlined Workflow: Eliminates the need to switch between different platforms, saving time and reducing complexity.
• Collaborative Usage: Allows marketing agencies, with approval, to integrate their merchants’ data for better collaborative efforts.

The app's outstanding advantages, as noted by user reviews, include its intuitive interface that significantly reduces the time marketers spend analyzing data, the clear visualization of complex metrics, and the ability to make data-driven decisions quickly, all contributing to improved marketing strategies and outcomes.

The 1PLANET Carbon Offset app enables Shopify merchants to effortlessly offset their carbon footprint from product shipping and packaging. It leverages blockchain technology for superior transparency and offers immediate verification of offset details to customers, enhancing brand sustainability and engaging eco-conscious consumers.

• Seamless Offsetting: Provides an easy and integrated solution for offsetting the carbon footprint associated with shipping and packaging.
• Blockchain Technology: Utilizes blockchain for high transparency in carbon accounting, ensuring trust and accuracy in offsets.
• Immediate Verification: Sends customers instant verification of offset details via email, boosting customer trust and engagement.
• Eco-conscious Branding: Helps businesses attract and retain environmentally aware customers by promoting climate neutral initiatives.
• Global Impact Support: Enables support for climate projects worldwide, fostering a sustainable brand image.

Users highly commend the app for its ease of integration, transparency, and immediate customer communication, with many noting increased customer satisfaction and loyalty due to their business's enhanced sustainability efforts.

myPocketCFO processes your daily transaction data to automatically produce accrual books and financial insights. Founders can instantly leverage this information for performance optimization, alternative capital sourcing, or fundraising— without breaking your backs or banks.

• Founder friendly: No accounting knowledge is required, making it accessible for entrepreneurs with varying financial expertise.
• Time-saving: Save weeks of time by easily compiling your own Profit and Loss statements.
• Cost-effective: Helps save money, allowing for reinvestment into business growth.
• Expert access: Provides in-app access to subject matter experts, such as CPA and CFO professionals.

Users praise myPocketCFO for significantly simplifying financial management tasks and delivering valuable insights with ease and accuracy. The convenience of producing financial reports and accessing expert advice in-app, without hefty costs or complex learning curves, stands out as a major advantage.

Yosoku Forecast & Replenish AI is an advanced AI-driven solution crafted for merchants aiming for accuracy in inventory management. From budding startups to established brands, this app forecasts demand, determines ideal stock levels, and offers insights for improved supplier negotiations, helping you save on holding costs while avoiding stockouts. Make informed inventory decisions with intelligence rather than guesswork, and streamline your management processes.

• AI-Powered Demand Forecasting: Predict sales trends with precision to maintain the right inventory levels.
• Optimize Stock Levels: Ensure you're consistently well-stocked without excessive inventory.
• Supplier Negotiation Insights: Access data-backed strategies for better supplier deals.
• Automated Replenishment: Generate purchase orders and reorder inventory automatically at optimal times.
• Comprehensive Inventory Analytics: Explore in-depth performance metrics for advanced insights.

Among users, Yosoku Forecast & Replenish AI is praised for its reliability and accuracy in predicting market trends, with comments highlighting its ability to significantly reduce stockouts and excess inventory. Users appreciate its user-friendly interface and the immediate impact the insights have on their operations. It often receives high ratings for the seamless integration with existing systems and the tangible improvements in inventory management efficiency.

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.

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.

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

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.

Qteedy is an app for Shopify that allows customers to generate quotes instead of placing a direct order. These quotes can be created on both the cart and product pages. Merchants have the flexibility to customize prices for individual customers and seamlessly convert quotes into orders. The app also enables adjustments to the design of quotes to complement the store's overall aesthetic.

• Easy Integration: Seamlessly integrates with every Shopify theme, ensuring a smooth setup process.
• Simple Quote Creation: Customers can create a quote with just one click, enhancing ease of use.
• Order Conversion: Quotes can be automatically turned into orders once processed.
• Customizable Quotes: Every quote can be tailored to meet specific business needs.
• Flexible Design: Offers flexible templating options to match the store's design and branding.

Outstanding advantages of Qteedy, as noted in reviews, include its seamless integration with Shopify themes, user-friendly interface for quote creation, and robust customization options that allow for tailored customer interactions. Users have praised the app for simplifying the order process and enhancing personal customer experiences with adjustable pricing and design adaptability.

Brightflow AI Cash Forecasting is a powerful platform designed to empower small and medium-sized businesses by providing seamless integration with key platforms and offering comprehensive financial data, forecasts, and tools for managing cash flow and scaling operations.

• Cash flow forecasts: Accurately predict cash inflows and manage outflows more effectively to maintain healthy finances.
• Financial intelligence: Monitor vital metrics such as revenue, ROAS, LTV, and profitability to make informed business decisions.
• Business credit score: Assess and track your brand's creditworthiness to ensure financial stability and growth opportunities.

According to user reviews, Brightflow AI Cash Forecasting stands out for its user-friendly interface, excellent support, and its ability to significantly improve financial visibility and forecasting accuracy, making it an invaluable tool for eCommerce businesses aiming to optimize their financial management.

Amaka's integration app seamlessly syncs your Shopify orders into Xero, QuickBooks Online (QBO), or MYOB daily. It ensures that all transactions, including sales, COGS, refunds, and fees, are meticulously mapped to the appropriate accounts for efficient bank reconciliation.

• Automatic transaction matching: Automatically aligns transactions with Shopify payouts for rapid bank reconciliation.
• Time-saving automation: Significantly reduces time spent on manual data entry and reconciliation monthly.
• Comprehensive transaction mapping: Maps a wide range of transactions, including taxes and gift cards, to the correct accounts.
• Flexible setup options: Provides various setup choices, from a 2-minute quick setup to advanced, ensuring user convenience.
• Unlimited support: Offers unlimited one-on-one support via video calls, live chat, or helpdesk to address any issues.

Users rave about Amaka’s efficiency in freeing up their time by automating tedious tasks, making bank reconciliations up to ten times faster. The app receives high praise for its user-friendly setup process and comprehensive support, often accompanied by five-star ratings highlighting its reliability and capability to handle complex data synching effortlessly.

Hurdlr ‑ Expense Tracker is a powerful tool designed to help users easily track their expenses, mileage, and income, providing comprehensive insights for better financial management. It is ideal for freelancers, small business owners, and anyone looking to optimize their tax deductions and revenue tracking.

• Automated Expense Tracking: Automatically categorizes and tracks your expenses, reducing the hassle of manual entry.
• Mileage Tracking: Logs your mileage effortlessly through GPS technology, ensuring accurate deductions for tax purposes.
• Income Tracking: Monitors and tracks your income across multiple platforms, providing a clear overview of your earnings.
• Real-Time Tax Estimates: Offers up-to-date tax estimates to help users forecast their annual tax obligations more effectively.
• Seamless Integration: Connects with major banks and accounting software, facilitating a smooth flow of financial data.

The app's outstanding advantages, highlighted in user reviews, include its user-friendly interface, which makes navigating expense tracking seamless, and its superb customer support that offers prompt and helpful assistance. Users frequently commend the app for significantly easing the burden of financial management and ensuring meticulous record-keeping that aids in maximizing potential tax benefits.

FGO Integration is an efficient tool that automates invoice management for orders, ensuring a seamless processing experience through integration with FGO services. It offers robust functionalities for handling orders, payments, cancellations, and supports combining multiple orders into a single invoice.

• Automatic Invoice Creation: Automatically generates invoices for new orders using FGO services, streamlining the billing process.
• Order Payment Actions: Marks invoices as paid in FGO when an order's payment is captured, ensuring financial processes are up-to-date.
• Order Cancellation Management: Automatically cancels or deletes invoices when orders are cancelled, maintaining accurate financial records.
• Invoice Grouping: Allows grouping multiple orders from the same customer into one invoice, simplifying billing.
• SAGA Integration Support: Provides additional support through integration with SAGA, enhancing operational capabilities.

Users commend FGO Integration for its ease of use, highlighting its seamless automation of financial operations as a key advantage. The app's ability to effortlessly sync invoice statuses with order financial statuses, along with its efficient handling of grouped orders, receives high praise for significantly reducing manual workload and improving accuracy in record-keeping.

The データエクスポート .amp app is a powerful tool for exporting data efficiently and seamlessly from various platforms. It is designed to simplify the process of data extraction and provide users with detailed reports that can be easily managed and analyzed.

• Seamless Integration: Easily integrates with multiple databases and platforms, allowing for quick data extraction.
• User-Friendly Interface: Intuitive design makes navigation and operation straightforward for users of all skill levels.
• Customizable Reports: Offers various report formats and customization options to fit diverse user needs.
• Automated Scheduling: Allows users to set up automated data exports at scheduled intervals, saving time and effort.
• Secure Data Handling: Implements robust security measures to ensure data is protected during exportation.

Users praise the app for its ease of use and reliability, highlighting the seamless integration across platforms and the robust security features as significant advantages. The customizable reporting capabilities and automated scheduling are also frequently noted for enhancing productivity and efficiency.

The Invoice + Sales Tax Webplanex app enables users to effortlessly create and send professional invoice PDFs to their customers, with customizable templates and branding options. It also offers detailed sales tax reports with comprehensive filter options.

• Customizable Invoice Templates: Select from various invoice templates to suit your business needs and create uniform professional documents.
• Branding Capabilities: Personalize invoices with your own logo and authorized signature to maintain consistent branding.
• Comprehensive Sales Tax Reports: Generate detailed sales tax reports with the ability to filter by State, County, and Local Municipalities, ensuring easy tax compliance.
• Automated Order Sync: Automatically sync orders to seamlessly update and manage invoicing without manual input.
• Auto Email Invoice: Automatically send invoices to clients via email, ensuring timely billing and communication.

Based on positive reviews, the app's outstanding advantages are its user-friendly interface, which makes invoicing straightforward and efficient, coupled with robust customization capabilities. Users appreciate the efficient sales tax reporting and the seamless automation features, which simplify business operations and enhance their professional image.

Enhance your business reports with Report Expert, offering a variety of pre-made reports on Sales, Taxes, Inventory, Orders, Customers, Refunds, and more. Create customized reports or get assistance, and export your data efficiently in Excel, CSV, and PDF formats.

• Extensive Pre-Built Reports: Access over 60 ready-made reports covering crucial business aspects like Sales, Inventory, Products, Customers, and Taxes, saving you time and effort.
• Custom Report Creation: Tailor reports to your store's specific data needs, allowing for personalized insights and analysis.
• Advanced Filtering and Sorting: Utilize advanced filters with multiple conditions and sorting options, providing comprehensive data analysis and insights.
• Efficient Data Export: Export reports in PDF, Excel, or CSV formats, and send them via email for seamless integration with your workflow.

Report Expert is highly praised for its user-friendly interface, flexibility in creating custom reports, and the efficiency of data export features. Users appreciate the ease of accessing detailed reports quickly and the ability to customize them according to specific business needs, significantly enhancing data-driven decision-making.

Haliante is an innovative app designed to streamline and enhance personal productivity through smart task management and intuitive features.

• Intelligent Task Management: Automatically organizes tasks based on priority and deadlines, ensuring users stay on top of their responsibilities.
• Customizable Notifications: Users can tailor notifications to suit their preferences, reducing unnecessary distractions and enhancing focus.
• Seamless Integration: Easily syncs with other productivity tools and calendars, allowing for a cohesive and unified workflow.
• User-friendly Interface: An intuitive and straightforward design that makes navigation and task management a breeze for all users.

The app's outstanding advantages include its ability to significantly boost efficiency, simplify task organization with minimal effort, and enhance overall productivity as highlighted by numerous positive reviews with high ratings.