More under Finances

Best Shopify Apps for Finances

Table of contents

  1. 1. QuickBooks Online Global
  2. 2. A2X Sync for QuickBooks & Xero
  3. 3. Data Export IO: Reports
  4. 4. Report Pundit
  5. 5. lexoffice Integration
  6. 6. Sufio: Professional Invoices
  7. 7. Better Reports
  8. 8. Report Toaster: Custom Reports
  9. 9. TrueProfit: Profit Analytics
  10. 10. Mipler: Advanced Reports
  11. 11. sevdesk
  12. 12. QuickBooks Sync by Webgility
  13. 13. Xero Bridge by Parex
  14. 14. Polar Analytics
  15. 15. QuickBooks Bridge

QuickBooks Online Global

by Intuit

4.9 ( 2456 rating & reviews )

Effortlessly control the link between Shopify and QuickBooks Online. For international sellers, link all Shopify stores to QuickBooks Online for accurate income and expense tracking and increased tax savings. Streamline invoicing, customer, and product entry by linking Shopify and QuickBooks Online. Sync inventory and accounting information between Shopify and QuickBooks Online.

Monitor revenue and costs while optimizing tax write-offs for your Shopify enterprise.

Transfer sales data from Shopify to QuickBooks Online.

Reduce the occurrence of errors by minimizing the requirement for manual data input and avoiding shortcuts.

Transfer additional items from Shopify to QuickBooks Online.

Sync inventory levels between QuickBooks Online (Plus or higher) and Shopify.

Price - Free plan available

QuickBooks Online Global

A2X Sync for QuickBooks & Xero

by A2X Software Limited

5 ( 284 rating & reviews )

A2X simplifies the process of reconciling your Shopify payout information in QuickBooks Online (QBO), Xero, Sage, or NetSuite.

All Shopify transactions, including sales, fees, taxes, refunds, and gift cards, are neatly categorized into precise summaries that align perfectly with deposits in your accounting software.

Top merchants, accountants, and bookkeepers rely on A2X to streamline their bookkeeping, ensure accurate tax and COGS tracking, improve the accuracy of their profit and loss statements, and enhance financial transparency.

Effectively monitor your Shopify payouts in QuickBooks, Xero, Sage, or NetSuite to ensure accurate financial record-keeping.

Prevent paying excessive taxes by assigning tax regulations to each type of transaction on Shopify.

Keep track of your COGS by aligning your cost of goods sold with your Shopify sales.

Find specialized accounting professionals who specialize in Shopify on the A2X Directory.

Automate your accounting for ecommerce across all sales channels, including point of sale.

Price - Free trial available

A2X Sync for QuickBooks & Xero

Data Export IO: Reports

by Estore Automate

5 ( 2190 rating & reviews )

Simplify your Shopify store reporting with Data Export! Access a variety of premade reports on different aspects like Sales, Taxes, Inventory, POS, Payouts, Orders, Customers, Refunds, and more. Utilize Report Builder for real-time record previews, detailed line item information, custom fields, and summarize data by week, month, quarter, and more. With Scheduler, easily send reports via email, FTP, or Google Sheets/Drive on your preferred schedule. Choose from Excel, CSV, or PDF file formats. Plus, receive complimentary expert support!

Pre-assembled Reports: A variety of reports available for Sales, Products, Payouts, POS, and other categories.

Advanced Filters allow you to apply multiple conditions to narrow down the desired records.

Manage columns by freezing, filtering, renaming, sorting, duplicating, and hiding fields.

Export-Friendly: Create reports in CSV, Excel, and PDF formats.

Protected with a password: Enhance security by adding a password requirement to restrict access.

Price - Free plan available

Data Export IO: Reports

Report Pundit

by Estore Automate

5 ( 1549 rating & reviews )

Report Pundit offers a versatile reporting system that allows you to easily access all your Shopify data and generate personalized reports according to your specific requirements. Take advantage of our ready-to-use reports and live chat support for assistance. We can assist in creating cohort tables, visual charts, and dashboards. Our report categories cover a wide range including Sales, Products, Inventory, Taxes, Orders, Payouts, Transactions, Fulfillment, Cart Attributes, POS, Customers, third-party applications, and more. Reports can be exported in Excel, CSV, or PDF formats.

Prepared reports for store data are readily available, allowing for easy retrieval of sales, product information, tax details, payouts, and more.

Custom reports: Report Designer provides the ability to create custom calculated fields using your own formulas.

Refine, organize, and transmit: Condense data findings and dispatch via email, FTP, Google Sheets, or Google Drive.

Integrations: Link with third-party applications to access data related to marketing, finances, and fulfillment.

Multi-store Support: Generate unified reports for all of your stores, regardless of language or region.

Price - Free plan available

Report Pundit

lexoffice Integration

by Eshop Guide

4.8 ( 290 rating & reviews )

Main Features: Automatically generate lexoffice invoices and credit notes for orders, automatically email invoices to customers, sync payment data from various platforms, manage OSS-relevant documents for tax reform 2021, exclude sales tax, update invoices for refunds, import past orders, customize invoice layouts with layout designer, process POS orders.

Create and schedule invoices, refunds, and payments for every order automatically.

Documents for all tax returns (VAT & DATEV | VAT | OSS) must be entered promptly.

The import feature allows for retrieval of invoices from previous orders for more efficient accounting processes.

Payment synchronization and automatic invoice linking.

Automatically compliant with GoBD regulations, from generating invoices to meeting record-keeping requirements.

Price - Free trial available

lexoffice Integration

Sufio: Professional Invoices

by Sufio

4.9 ( 534 rating & reviews )

Generate and automatically send professional invoices, credit notes, and various documents. Customize workflows to suit your business requirements. Certified accountants validate our invoices to ensure compliance with global B2C and B2B sales regulations. Enhance your brand with professionally designed, customizable invoice templates that will impress your customers. Our dedicated support team is available to assist you in configuring invoices and taxes accurately.

Generate and automatically dispatch invoices, credit notes, receipts, and reminders.

Create legally compliant documents translated into the most commonly spoken languages.

Personalize your template by incorporating your logo, brand colors, and premium fonts.

Easily share thousands of PDF invoices in bulk by printing or downloading them all at once.

Increase B2B sales by verifying EU VAT numbers and designating customers as tax-exempt.

Price - Free trial available

Sufio: Professional Invoices

Better Reports

by Better Reports Technologies

4.9 ( 1068 rating & reviews )

Examine your sales, payments, inventory, customers, payouts, and additional data with a variety of pre-existing reports available. Custom reports can also be generated to suit your specific needs, or you can have them created for you. Manipulate your data with custom fields, metrics, and formulas. Easily export your reports or have them automatically sent to your team via email once finalized. Additional features include POS support, integration with Google Sheets, multi-store reporting, and support for multiple currencies.

Discover all of your store's data, including tags, metafields, attributes, and more.

Tailored reports and measurements. Various chart representations.

Free report service. Allow us to create personalized reports for you.

You can share and export your reports in various formats such as PDF, Excel, CSV, and Google Sheets.

Automated reports are sent either by email or directly to Google Sheets.

Price - Free trial available

Better Reports

Report Toaster: Custom Reports

by Cloudlab

4.9 ( 205 rating & reviews )

Introducing Report Toaster, a robust reporting and analytics application developed by Cloudlab specifically for Shopify merchants.

Utilize your store's live data to generate, plan, and download tailored reports for all of your stores.

Personalize your reports by incorporating columns, leveraging advanced filters, and sorting with multiple columns. Aggregate, group, and compare data over time. Employ calculated fields to monitor commissions, create an aging report, or extract information from tags or metafields.

Choose one of our over 120 report templates to begin creating and saving personalized reports.

Export and download reports in PDF or CSV format for sharing via email or for analysis in Excel.

Automated delivery of scheduled reports via email, SMS, or Slack.

Share links to live reports with staff members or external parties.

Utilize multi-store reporting to analyze and assess data collected from various stores.

Price - Free plan available

Report Toaster: Custom Reports

TrueProfit: Profit Analytics

by TrueProfit Real-time Profit & LTV tracking

4.9 ( 414 rating & reviews )

TrueProfit is a platform designed for Net Profit Analytics that accurately reflects your store's profits in real-time. With a focus on the crucial metric of Net Profit, this tool eliminates the need for manual spreadsheet editing and ensures all order metrics are gathered, calculated, and analyzed in a centralized location. By utilizing TrueProfit, you can gain valuable insights and make informed decisions based on all of your store's analytics. Embrace profitability and data-driven strategies with TrueProfit.

Monitor your financial well-being with a live Profit Dashboard on the Net Profit tracker.

Track all expenses automatically: including cost of goods sold, shipping charges, transaction fees, taxes, and custom fees.

Ad budgets from Facebook, Google, TikTok, Bing, Snapchat, and Amazon are synced in real-time.

Analyzing product performance and attributing marketing efforts: Net profit at the product and ad level.

Lifetime value of customers, profit and loss statement, mobile application, comprehensive view of all stores, and additional features.

Price - Free trial available

TrueProfit: Profit Analytics

Mipler: Advanced Reports

by Mirasvit Ecommerce Solutions

4.9 ( 392 rating & reviews )

Mipler enables you to evaluate the effectiveness of your Shopify store by analyzing its performance. You can easily generate reports and visualize data using different data points within your store, including metafields, tags, and other properties. With Mipler, you can quickly run Sales Analytics, Financial reports, tax reports, inventory reports, customer analysis, and data export. This tool is designed for compatibility with Shopify Plus stores and allows for merging data from multiple stores into a single report. Additionally, Mipler seamlessly integrates with Google Sheets for easy access to your data.

Receive our complimentary report service for customized reports created specifically for you.

Share reports securely using public links, without requiring Shopify admin access.

Schedule emails to send reports as attachments in CSV, Excel, or PDF format.

Obtain detailed insights by utilizing tags, metafields, and note attributes.

Make sure your decisions are informed by up-to-date sales, product, and customer information.

Price - Free plan available

Mipler: Advanced Reports

sevdesk

by Eshop Guide

4.5 ( 118 rating & reviews )

Save time and manual effort with:

  • Syncing order data
  • Automatically creating and sending invoices and credit notes
  • Automatically generating and sending refunds
  • Managing payments and payment accounts
  • Dynamic text replacement for invoices and refunds
  • Importing historical orders
  • Managing multiple accounts
  • Exporting DATAV ready receipts

Plus many other features!

Ensure all orders are created in accordance with legal guidelines. Coordinate the synchronization of invoices and credit notes.

Collect tax and payment information, including the option for automated email notifications.

Dealing with multiple Shopify stores is easily manageable with multi-account management.

Each shop has been assigned a specific stationery design for their invoices and credit notes.

Bring in Shopify invoices & credit notes into sevDesk at a future date.

Price - Free plan available

sevdesk

QuickBooks Sync by Webgility

by Webgility

4.9 ( 899 rating & reviews )

Webgility provides an ecommerce accounting and inventory automation solution tailored for QuickBooks Online. Easily integrate your Shopify store, online marketplaces, and more than 50 other business apps with QuickBooks. Activate automation to seamlessly transfer orders, inventory, and payout information to QuickBooks in real time. Speed up reconciliation, minimize mistakes caused by manual data input, and expand to new sales platforms effortlessly. Let Webgility work around the clock to keep pace with your business's rapid growth.

Accounting automation instantly downloads and uploads orders to QuickBooks.

Shopify reconciliation ensures that bank deposits and payouts are matched swiftly and accurately.

Accounting automation eliminates mistakes that can occur in manual bookkeeping.

Each sale triggers a multichannel inventory sync that updates product availability.

Analytic data illustrates the sales performance and seasonal trends across various channels.

Price - Free trial available

QuickBooks Sync by Webgility

Xero Bridge by Parex

by Parex Technologies Pvt Ltd

5 ( 241 rating & reviews )

Easily synchronize sales data with Xero through automatic processes - choose between syncing individual orders or summary options.

With Individual Orders, all orders, products, and customer information can be exported to Xero automatically. You have the option to set up automatic syncing or perform this task manually as needed.

Using Summary Sync, our app will generate one invoice for each Shopify payout. Additionally, a daily invoice will be created for each alternative payment method utilized.

Synchronization of orders for each individual, including customer information, product details, taxes, and all other relevant information.

Sync summary invoices and easily reconcile payments by creating invoices based on payment methods.

Automated synchronization process happening continuously throughout the day.

Reconciliation made very simple

Price - Free trial available

Xero Bridge by Parex

Polar Analytics

by Polar Analytics

5 ( 117 rating & reviews )

Consolidate your data in a single location using our easy-to-use business intelligence platform with just one click. Begin making well-informed decisions in a matter of minutes and say goodbye to spending your Mondays on manual reporting. Simply download the App, link your data sources, and customize your reports with metrics from our library. Our team will offer hands-on assistance in setting up your dashboard.

Integration with popular platforms such as Shopify, Amazon, Google, Meta, Tiktok, Klaviyo, and others with just one click.

Personalized Key Performance Indicator Dashboards featuring metrics such as Spend, Customer Acquisition Cost (CAC), Lifetime Value (LTV), Return on Advertising Spend (ROAS), Conversion Rate (CVR), Cohort Analysis, Inventory Management, and additional metrics.

Reliable security is guaranteed with your own private and flexible Snowflake database.

Receive instant notifications so you never overlook a decline in conversion rates.

Reporting across all channels: ability to manage multiple brands and stores.

Price - Free plan available

Polar Analytics

QuickBooks Bridge

by Parex Technologies Pvt Ltd

4.8 ( 185 rating & reviews )

Easily automate the synchronization of sales data to QuickBooks Online with the option to choose between syncing individual orders or summary sync.

Individual Orders allow for the automatic export of Orders, Products, and Customer data to QuickBooks. Data can be synced automatically or manually as preferred.

Summary Sync will consolidate Payouts from Shopify into single entries and create one entry per day for other payment methods.

Syncing the individual order includes syncing customer information, product details, taxes, and all other associated order information.

Sync summary invoice: Establish invoice based on payment method for simplified reconciliation.

Automated Synchronization Procedure

Reconciliation made very simple

Price - Free plan available

QuickBooks Bridge

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