Top Free Shopify Financial Report Apps 2025

The TaxCloud Sales Tax Automation app simplifies tax management for e-commerce businesses, especially Shopify merchants, by automating processes like order imports, tax registrations, and filings. It helps in economic nexus threshold alerts and prepares tax reports to reduce errors, allowing businesses to focus on growth with reliable compliance solutions.

• Automated Order Imports: Streamlines the process by importing orders into TaxCloud automatically, saving time and reducing manual errors.
• Comprehensive Tax Filing Services: Includes sales tax filing and registrations with SST support to ensure compliance across different jurisdictions.
• Sales Tax Reporting and Analytics: Provides detailed insights for accurate financial analysis and informed business decisions.
• Economic Sales Tax Nexus Compliance: Alerts businesses about nexus thresholds and ensures compliance with streamlined reporting.

Users report exceptional experiences with TaxCloud Sales Tax Automation, highlighting its ease of use, efficient onboarding process, and responsive customer support. Competitive pricing and intuitive design are frequently praised, making it a standout choice for businesses seeking hassle-free sales tax management. The app's seamless Shopify integration and prompt handling of tax filings save considerable time, proving invaluable for small business owners.

SyncWith Reports, Data Export offers an incredibly simple and fast way to report on your store and export data. It allows users to run comprehensive reports to analyze sales, inventory, orders, products, customers, and more.

• Comprehensive Reporting: Analyze various aspects of your store, including sales, inventory, orders, products, and customers.
• Data Accessibility: Explore all your store data, including tags, metafields, and attributes.
• Custom Reports: Create tailored reports and metrics to suit your specific business needs.
• Export Friendly: Generate and export reports using formats like CSV and Excel effortlessly.

Based on user reviews, SyncWith Reports, Data Export stands out for its speed, comprehensive functionality, and user-friendliness, especially when compared to Shopify's native features. Users praise its flexibility with detailed export options and for being a cost-effective solution. It significantly simplifies inventory management and reporting tasks, proving to be indispensable for small business owners with large inventories.

Viable is an innovative financial management app that provides a real-time overview of your finances, helping you to save money through detailed spend insights and aiding in budgeting for business expenses. It allows you to predict financial outcomes and optimize for growth, profitability, or cash flow, making it an essential tool for e-commerce businesses.

• Real-Time Financial Overview: Offers a complete, real-time view of cash, income, and expenses, eliminating financial guesswork.
• Detailed Spend Insights: Provides in-depth expenditure insights categorized by supplier, enabling strategic savings.
• Projected Cash Flows: Facilitates budgeting for inventory and operations with current and forecasted cash flow analysis.
• Profit and Loss Projections: Features live P&L accounts with margin and net profit projections for financial forecasting.
• Growth Optimization: Designed by e-commerce finance experts to optimize for growth, profit, or cash flow.

Users commend Viable for its intuitive interface that simplifies financial management, its ability to provide insightful and actionable financial data, and its robust forecasting tools that aid in making informed, strategic business decisions.

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.

MagnifyProfit is a cutting-edge financial management app designed to streamline the process of building your business's income statement by effortlessly tracking expenses and revenue across various sales platforms, marketing channels, and online data sources. This innovative tool goes beyond mere bookkeeping by offering advanced analytics to predict your store's profitability based on each customer's lifetime value and acquisition cost, providing valuable insights into customer profitability. With its unit economics analysis, MagnifyProfit calculates essential metrics like customer lifetime value and acquisition costs, empowering you to make informed financial decisions. Additionally, the app features retention analysis to determine customer repurchase rates, enabling better customer engagement strategies. By automating the creation of income statements, MagnifyProfit saves time and reduces errors, allowing you to focus on growing your business.

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.

Pennylane is a comprehensive platform that integrates accounting software for accountants and financial management tools for their clients. It centralizes real-time financial flows, enhancing collaboration between business leaders and accountants and allowing accountants to focus more on advisory roles by reducing time spent on data entry through automation.

• Real-time Financial Centralization: Consolidates all business financial transactions in real-time, streamlining processes.
• Enhanced Collaboration: Facilitates improved communication and coordination between company leaders and accountants.
• Automation Features: Offers extensive automation, reducing the manual input required for data entry and documentation retrieval.
• Comprehensive Accounting Solutions: Combines production software for accountants with financial management tools for their clients.
• Time Efficiency for Accountants: Allows accountants to focus on advisory services by minimizing routine accounting tasks.

According to reviews, Pennylane stands out for its user-friendly interface and powerful automation features that significantly reduce manual workload and improve accuracy. Users frequently praise its ability to seamlessly centralize financial data, facilitating better strategic decision-making and enhancing collaboration between stakeholders. The platform is highly regarded for increasing efficiency and providing valuable insights into cash flow and financial management.

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.

WebFactura es una aplicación diseñada para simplificar y automatizar el proceso de emisión de facturas y boletas en el mercado chileno. Con esta herramienta, los usuarios pueden agilizar sus operaciones contables, reduciendo la carga de trabajo manual y minimizando errores. Además, webFactura ofrece una función integrada de gestión de inventario que permite mantener registros actualizados y precisos. Esta característica es especialmente útil para empresas que buscan una administración eficiente y moderna de sus existencias. La interfaz intuitiva de webFactura facilita su uso, permitiendo que tanto pequeñas como grandes empresas puedan beneficiarse de sus capacidades. En resumen, webFactura es una solución integral para optimizar las operaciones comerciales en Chile.

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.

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.