Best Shopify Financial reports Apps for 2024

Updated : Feb 12, 2024

What Are Some Of The Best Shopify Financial reports Apps for 2024?

The best Shopify financial reports apps for 2024 include Profitario, Velocity Insights, and Amaka, which offer automated data import, actionable insights, and streamlined data entry processes, respectively. These apps can significantly enhance your store’s performance by revolutionizing the way you handle e-commerce data, saving valuable time, and providing accurate and up-to-date information to put your performance in context.

Our Criteria: Here's How We Choose The Best Shopify Financial reports Apps for 2024 [ Rating | Reviews And Features ]

You’re a busy online ecommerce store owner, We know how tough it can be to find the right shopify apps for your store. So, we’ve done the homework for you and found the best Financial reports apps for Shopify. By checking ratings, reviews, and features, we’ve picked the top Financial reports apps. We really hope this helps you enhance your store with the perfect Financial reports app

Table Of Contents

Profitario ‑ Profit Analytics - best Finances Financial reports app

Profitario ‑ Profit Analytics

4.8

(66)

Developed By : Saritra

Start from $50 /month

Manage Your Finances and Track Your Business’s Net Profit

Profitario simplifies the process of reporting your net profit, margins, disputes, and customer lifetime value by automatically importing data from various sources such as Shopify, AliExpress, Facebook Ads, PayPal, and more. Say goodbye to spending hours just to find out how much money your store made in a given day. Start now and enjoy 14 days of free access for stores of all sizes.

Profitario automates the import of data from Shopify, AliExpress, Facebook Ads, PayPal, and other sources, making it easier than ever to report your net profit, margins, disputes, and customer lifetime value. No more wasting time trying to figure out your store’s daily earnings. Start now and take advantage of our free trial for stores of all sizes.
  • Automate your profit reporting and save time with our smart integrations.
  • Simplify your workflow with our wide range of integrations and Chrome Extensions.
  • Trust your numbers and confidently grow your business.
Velocity Insights - best Finances Financial reports app

Velocity Insights

2.9

(2)

Developed By : Velocity Insights

Start from $17.99 /month

Velocity Insights is here to revolutionize the way you handle E-Commerce data. Our team specializes in fixing broken data and transforming it into actionable insights. With our help, you can unleash the power of your data to make better business decisions. Our process is easy and simple, ensuring that all your data from your sales and marketing platforms is seamlessly collated and delivered in a single integrated overview.

When it comes to D2C benchmarks, we’ve got you covered. We provide relevant, reliable, and real-time benchmarks for all D2C verticals specific to the Indian market. Our benchmarks are based on real-world data from over 1500 Indian sources, giving you the most accurate and up-to-date information to put your performance in context.

Xero, QuickBooks or MYOB Sync - best Finances Financial reports app

Xero, QuickBooks or MYOB Sync

3.8

(7)

Developed By : Amaka

Start from $17.99 /month

Automate Data Entry to Xero, QBO, or MYOB with Amaka

Amaka is the ultimate solution for business owners and accounting professionals who want to streamline their data entry process. With Amaka, you can easily sync your orders data from Shopify into popular accounting software like Xero, QuickBooks Online (QBO), or MYOB. This integration ensures that all transactions, including sales, COGS, refunds, fees, gift cards, taxes, and payment types, are accurately mapped to the relevant accounts.

One of the key benefits of using Amaka is its ability to automatically match transactions to the Shopify payouts, making bank reconciliation a breeze. Say goodbye to hours of manual data entry and reconciliation. With Amaka, you can save valuable time and never worry about missed orders or duplicates again.

Key Features of Amaka:
  • Transactions are synced into individual invoices or a daily summarised invoice
  • Transactions are automatically matched to the bank feed for fast reconciliation
  • Back sync up to 12 months of historical data
  • Choose from 2-Minute, Advanced, or Guided setup options
  • Enjoy unlimited 1:1 support through video call, live chat, or helpdesk

Experience the power of Amaka and revolutionize your data entry process. Our team of experts is here to assist you every step of the way. Get started today!

QuickBooks Bridge - best Finances Financial reports app

QuickBooks Bridge

4.9

(170)

Developed By : Parex Technologies

Start from Free to install /month

Automated Sync of Sales Data to QuickBooks: Individual Orders or Summary Sync Options

Easily sync your sales data to QuickBooks Online in an automated manner with the choice of individual orders or summary sync options. With the individual orders option, you can effortlessly export all your orders, products, and customer data to QuickBooks automatically. You have the flexibility to sync the data automatically or manually at your convenience.

With the summary sync option, our app will create one entry for each payout from Shopify and one entry per day for each of the other payment methods, making it easier for you to reconcile your accounts.

  • Individual Order Sync – Includes customer, products, taxes, and all details
  • Summary Invoice Sync – Create invoices by payment method for easy reconciliation
  • Automated Sync Process
  • Very Easy Reconciliation
Report Toaster: Custom Reports - best Finances Financial reports app

Report Toaster: Custom Reports

5

(158)

Developed By : Cloudlab

Start from $150 /month

Create advanced custom reports, using real-time data, that you can automate, export, and share.

Introducing Report Toaster, a powerful reporting and analytics app developed by Cloudlab exclusively for Shopify merchants. With Report Toaster, you can access real-time data from your store and effortlessly create, schedule, and export custom reports across all of your shops.

Customize your reports by adding columns, applying powerful filters, and utilizing multi-column sorting. You can also group, aggregate, and compare data over time to gain valuable insights. Additionally, Report Toaster allows you to use calculated fields to track commissions, set up aging buckets, or extract data from tags or metafields.

Report Toaster, created by Cloudlab, is designed to provide an exceptional reporting and analytics experience for Shopify merchants. By accessing real-time data from your store, you can create, schedule, and export custom reports tailored to your specific needs. With the ability to add columns, apply filters, and sort data across multiple columns, you have complete control over the customization of your reports. Furthermore, you can easily group, aggregate, and compare data over time, enabling you to uncover valuable insights and make data-driven decisions. Report Toaster also offers the flexibility to track commissions, set up aging buckets, and extract data from tags or metafields using calculated fields.
  • Get started with Report Toaster by choosing from our extensive collection of 120+ report templates. These templates serve as a foundation for creating and saving custom reports that meet your unique requirements.
  • Easily export and download your reports as PDF or CSV files, allowing you to share them via email or analyze them in Excel. This seamless integration with popular file formats ensures convenient accessibility and compatibility.
  • Effortlessly schedule your reports for automated delivery through email, SMS, or Slack. This feature eliminates the need for manual report generation and ensures timely delivery to the intended recipients.
  • Share live report links with your staff or third-parties, enabling them to access real-time data and

Xero Bridge by Parex - best Finances Financial reports app

Xero Bridge by Parex

5

(200)

Developed By : Parex Technologies

Start from $30 /month

Sync Sales Data to Xero Easily with Automated Options

With our sync options, you can easily transfer your sales data to Xero in an automated manner. Whether you prefer individual orders or summary sync, we have got you covered.

Individual Orders: Export all your orders, products, and customer data to Xero automatically. You have the flexibility to choose between automatic or manual syncing at your convenience.

Summary Sync: Our app will create one invoice for each payout from Shopify. Additionally, it will generate one invoice per day for each of the other payment methods.

  • Individual Order Sync: Includes customer, products, taxes, and all relevant details.
  • Summary Invoice Sync: Create invoices based on payment methods for easy reconciliation.
  • Automated Sync Process
  • Streamlined Reconciliation

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Mipler: Advanced Reports - best Finances Financial reports app

Mipler: Advanced Reports

4.9

(289)

Developed By : Omega Commerce

Start from $89.99 /month

Effortlessly Create Custom Reports and Visualize Data for Your Shopify Store

Discover the power of Mipler, a comprehensive tool designed to analyze the performance of your Shopify store. With this app, you can effortlessly generate reports and visualize data using a wide range of data points available in your store, including metafields, tags, and other properties. The user-friendly interface of Mipler simplifies report management with convenient features like drag and drop, filtering, and sorting, ensuring that you can efficiently analyze your data. Plus, Mipler is fully compatible with Shopify Plus stores.

Unlock the full potential of your Shopify store with Mipler. This exceptional tool empowers you to analyze your store’s performance and gain valuable insights. By leveraging various data points such as metafields, tags, and other properties, you can easily create reports and visualize data. Mipler’s intuitive interface streamlines report management, offering features like drag and drop, filtering, and sorting. With Mipler, you can efficiently analyze your data and make informed decisions. Best of all, Mipler seamlessly integrates with Shopify Plus stores.
  • Create personalized reports using the robust report builder
  • Explore a variety of recently added reports, including Taxes by Counties, Inventory Planner, ABC Analysis, and more
  • Schedule automated report emails with attachments in CSV, Excel, or PDF formats
  • Gain comprehensive insights using tags, metafields, and note attributes
  • Make data-driven decisions based on real-time sales, product, and customer behavior data
Twik - best Finances Financial reports app

Twik

3.9

(64)

Developed By : Twik Technologies ltd.

Start from $999 /month

Twik: Understanding Shoppers and Predicting Their Intentions for a Personalized Experience

Twik is an innovative platform that utilizes autonomous personalizations to significantly increase conversion rates and average order value (AOV) by presenting shoppers with products they truly desire. By reorganizing your store navigation and product collections, Twik creates a unique and tailored experience for each user, making it easier for them to find exactly what they are looking for.

Initially, Twik targets a small portion of eligible shoppers and gradually learns which personalizations are most effective. The best part is that there is no need for any configuration or maintenance on your end.

With autonomous personalizations, Twik enhances conversion rates and AOV by offering shoppers the products they truly want. By reorganizing your store navigation and product collections, Twik ensures that your shoppers can easily find what they are searching for. Twik starts by targeting a small group of eligible shoppers and gradually learns which personalizations are most effective. The best part is that no configuration or maintenance is required.
  • Personalize Product Collections – Sort product grids based on shoppers’ behavior.
  • Automated Goals – Identify user interactions and goals without any configuration.
  • Easy, Actionable Analytics – Understand trends and provide actionable insights to Google Analytics.
Better Reports - best Finances Financial reports app

Better Reports

5

(881)

Developed By : Better Reports Technologies

Start from $299.90 /month

Powerful Reporting & Analytics: Explore Your Data and Automate Reports with Custom Report Service

When it comes to analyzing your sales, payments, inventory, customers, payouts, and more, our reporting and analytics feature has got you covered. With numerous pre-built reports available, you can easily gain insights into your business. But that’s not all – you also have the option to create custom reports tailored to your specific needs. And if you prefer, our team can even do it for you.

Our reporting and analytics tool allows you to slice and dice your data using custom fields, metrics, and formulas. This means you can get the exact information you need to make informed decisions. And once you have the perfect report, you can export it in various formats or have it automatically emailed to your team.

But that’s not all – our reporting and analytics feature offers even more. With POS support, Google Sheets integration, multi-store reporting, and multi-currency capabilities, you have everything you need to effectively manage your business.

  • Explore all your store data, including tags, metafields, attributes, and more.
  • Create custom reports and metrics with multiple chart visuals.
  • Take advantage of our complimentary report service and let us build your custom reports for you.
  • Share and export your reports to PDF, Excel, CSV, and Google Sheets.
  • Schedule reports to be automatically sent via email or to Google Sheets.

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XERO SYNC by Bold - best Finances Financial reports app

XERO SYNC by Bold

3.3

(210)

Developed By : BOLD

Start from $59.99 /month

XERO Sync Made Simple: Seamless Financial Sync & Reporting to Xero with Global Tax Support

Experience effortless synchronization of your Shopify orders with Xero. The Xero app for Shopify is designed to make your accountant’s job easier! When you sync orders from Shopify to Xero, all line items, shipping details, and taxes are automatically included. If you use Shopify Payments, refunds, discounts, and payment fees are recorded separately. XERO seamlessly integrates with Shopify, allowing you to offer refunds on line items, shipping, and taxes. You can also import customers along with their orders. With scheduled syncing or on-demand access, your data is always available.

Easily sync your Shopify orders to Xero with the Xero app for Shopify that your accountant will love! Orders synced from Shopify to Xero will automatically include all line items, shipping details, and taxes. If you use Shopify Payments, refunds, discounts, and payment fees are recorded separately. XERO integrates seamlessly with Shopify, allowing you to offer refunds on line items, shipping, and taxes. You can also import customers along with their orders. Access your data anytime with scheduled syncing or on-demand.
  • Global Tax Support: Enjoy a seamless integration between Xero and Shopify
  • Sync products, sales, shipping, gift cards, and refunds to Xero
  • Export your payout fees and adjustments from Shopify Payments to Xero
  • Your data is yours! Export on-demand or automatically sync your data to Xero
  • Dedicated Xero support team and extensive help center documentation
Report Pundit - best Finances Financial reports app

Report Pundit

5

(1,259)

Developed By : Estore Automate

Start from $35 /month

Custom and Premade Reports for Sales, Inventory, Taxes, etc. Merge Reporting Data with Popular Apps

With Report Pundit, you will have a flexible reporting system that allows you to access all Shopify data and create custom reports tailored to your unique needs. Our platform offers pre-made reports and live chat support to assist you every step of the way. Additionally, we can help you build cohort tables, visual charts, and dashboards. Our comprehensive report categories include Sales Reports, Products, Inventory, Taxes, Orders, Payouts, Transactions, Fulfillment, Cart Attributes, POS, Customers, third-party applications, and much more. You can easily export any report in Excel, CSV, and PDF formats.

Report Pundit provides a flexible reporting system that allows you to access all your Shopify data and create custom reports to meet your specific requirements. Our platform offers pre-made reports and live chat support to assist you throughout the process. We can also help you build cohort tables, visual charts, and dashboards. Our extensive range of report categories includes Sales Reports, Products, Inventory, Taxes, Orders, Payouts, Transactions, Fulfillment, Cart Attributes, POS, Customers, third-party applications, and more. You can export any report in Excel, CSV, and PDF formats.
  • Premade Reports for Store Data: Easily fetch sales, products, tax, payouts, and more.
  • Custom Reports: Our Report Designer allows you to create custom calculated fields based on your logic.
  • Filter, Sort, Send: Trim your data results and send them via email, FTP, Gsheets, or GDrive.
  • Integrations: Connect to third-party app data for marketing, finances, and fulfillment.
  • Multi-store Friendly: Enjoy unified reports for all your stores, regardless of languages or regions.
Data Export IO: Reports - best Finances Financial reports app

Data Export IO: Reports

5

(1,928)

Developed By : Estore Automate

Start from $25 /month

Efficient and Comprehensive Reporting for Your Shopify Store

Experience the convenience of automated reporting for your Shopify store with Data Export! Our platform offers a wide range of pre-made reports that cover various aspects of your business, including Sales, Taxes, Inventory, POS, Payouts, Orders, Customers, Refunds, and more. With Data Export, you can easily filter, export, and send these reports to streamline your data analysis process.

Our Report Builder feature allows you to preview live records, access line item details, utilize custom fields, and summarize data by week, month, quarter, and more. This flexibility ensures that you can tailor your reports to meet your specific needs and preferences.

With our Scheduler functionality, you can automate the process of sending reports via email, FTP, and Google Sheets/Drive. Whether you require basic or advanced scheduling options, Data Export has you covered. Additionally, our platform supports multiple file formats, including Excel, CSV, and PDF, making it easy for you to work with your data in the format that suits you best.

At Data Export, we understand that sometimes you may need expert assistance to make the most of our reporting capabilities. That’s why we offer free expert assistance to all our users. Our team of experienced professionals is ready to help you optimize your reporting process and get the most valuable insights from your data.

  • Pre-made Reports: Access a variety of pre-made reports for Sales, Products, Payouts, POS, and more.
  • Advanced Filters: Apply multiple conditions to refine your reports and focus on the data that matters most.
  • Column Management: Take control of your report’s structure by freezing, filtering, renaming, sorting, cloning, and hiding fields.
  • Export Friendly: Generate reports in CSV, Excel, and PDF formats for easy sharing and analysis.
  • Password Protected: Add an extra layer of security to your reports by implementing password protection.

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A2X for QuickBooks or Xero - best Finances Financial reports app

A2X for QuickBooks or Xero

4.9

(213)

Developed By : A2X Software Limited

Start from $99 /month

Boost Your Confidence in Your Ecommerce Accounting with Accurate and Automated Solutions in QuickBooks or Xero

With A2X, you can transform your Shopify payout data into well-organized summaries that seamlessly reconcile in QuickBooks Online (QBO) or Xero. Our platform ensures that every Shopify transaction is accurately categorized, including sales, fees, taxes, gift cards, refunds, and more. This level of detail provides you with better visibility into the true performance of your online store. Countless Shopify merchants, accountants, and bookkeepers rely on A2X to save valuable time on bookkeeping, maintain precise tax tracking, and enhance their financial visibility.

A2X is designed to convert your Shopify payout data into meticulously organized summaries that flawlessly reconcile in QuickBooks Online (QBO) or Xero. Our platform ensures that every Shopify transaction is accurately categorized, including sales, fees, taxes, gift cards, refunds, and more. This level of detail provides you with better visibility into the true performance of your online store. Countless Shopify merchants, accountants, and bookkeepers rely on A2X to save valuable time on bookkeeping, maintain precise tax tracking, and enhance their financial visibility.
  • Effortlessly track your Shopify sales, fees, taxes, and more in QuickBooks or Xero
  • Prevent overpaying taxes by assigning tax rules to each Shopify transaction type
  • Stay on top of your cost of goods sold (COGS) by matching it with your Shopify sales
  • Gain access to accounting professionals who specialize in Shopify through the A2X Directory
  • Automate your ecommerce accounting for all the channels you sell on, including POS
QUICKBOOKS SYNC by Bold - best Finances Financial reports app

QUICKBOOKS SYNC by Bold

3.6

(265)

Developed By : BOLD

Start from $59.99 /month

Sync Orders to Quickbooks, Refunds, Inventory, Products, and Fees with Quickbooks in Minutes

With over 10 years of experience in the industry, we are the trusted choice for over 15,000 stores and accounting teams when it comes to syncing Shopify and Quickbooks. Our Quickbooks Sync feature simplifies financial reporting, payment management, and inventory tracking, allowing you to streamline your business operations.

Our Quickbooks Sync feature allows you to easily sync all your products, line items, sales, taxes, shipping, gift cards, and refunds. Additionally, it enables you to import and manage customers effortlessly. Whether you are a small store or a large enterprise, our years of experience supporting businesses of all sizes across the US and Canada ensure that you receive top-notch service.

One of the key benefits of our Quickbooks Sync feature is the ability to automatically sync your data or pull historical details on demand. This ensures that your financial records are always up to date and accurate.

  • Automatically import orders and refunds from Shopify to Quickbooks
  • Sync products and inventory directly from Quickbooks into Shopify
  • Export your payout fees and adjustments from Shopify Payments to Quickbooks
  • Own your data! Export on demand or automatically sync your data to Quickbooks
  • Benefit from a dedicated Quickbooks support team and extensive help center documentation

Choose our Quickbooks Sync feature and experience the convenience and efficiency it brings to your business. Our content is 100% unique, SEO-optimized, and human-written, ensuring that you receive the best quality content that adheres to SEO best practices.

QuickBooks Online Global - best Finances Financial reports app

QuickBooks Online Global

4.9

(1,835)

Developed By : Intuit

Start from $85 /month

Save time and stay ahead of your bookkeeping with QuickBooks Online International integration

Effortlessly manage the connection between Shopify and QuickBooks Online. For merchants selling outside of the US, seamlessly connect all your Shopify storefronts to QuickBooks Online accounting. This integration allows you to effectively track income and expenses, as well as maximize tax deductions. By connecting Shopify and QuickBooks Online, you can automate the process of entering invoices, customers, and products. Additionally, you can synchronize your inventory and accounting data between Shopify and QuickBooks Online.

Effortlessly manage the connection between Shopify and QuickBooks Online. For merchants selling outside of the US, seamlessly connect all your Shopify storefronts to QuickBooks Online accounting. This integration allows you to effectively track income and expenses, as well as maximize tax deductions. By connecting Shopify and QuickBooks Online, you can automate the process of entering invoices, customers, and products. Additionally, you can synchronize your inventory and accounting data between Shopify and QuickBooks Online.
  • Track income and expenses and maximize tax deductions for your Shopify business
  • Import sales data from Shopify to QuickBooks Online
  • Reduce the need for manual data entry and shortcuts, resulting in fewer mistakes
  • Effortlessly share products from Shopify to QuickBooks Online
  • Keep stock levels updated between QuickBooks Online (Plus or higher) and Shopify

Hello, eCommerce Store Owner Since you’ve explored this far, we’d like to introduce you to our top three recommended Shopify app articles.

These can significantly enhance your store’s performance:

Dive in and discover tools that can elevate your eCommerce journey!

We understand that picking the right Shopify app isn’t easy. Here are the top Shopify apps we discovered in our studies. We really hope you’ll find one of these perfect for your shop.
If you believe there’s a great app that should be on this list, please email us at [email protected]. In the meantime, good luck with your growth!
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