Best Shopify Financial reports Apps for 2023

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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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.

• 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: 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.

• 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.

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 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.

• 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

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.

• 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.

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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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.

• 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

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.

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.

• 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