17 Best Financial reports Shopify Apps in 2025

Source Medium Slack Reports

Key daily metrics served directly into your private slack channel.

⭐️ 5.0 (10 reviews) Price: Free

🔍 Overview of features

The most important features of this app are the ability to receive daily KPI metrics, sales and marketing reports directly into your private Slack channel. This app helps merchants keep their pulse on critical business metrics, allowing them to stay informed and make data-driven decisions.

By receiving daily reports in their chosen Slack channel, merchants can easily access and analyze key metrics without the need to navigate through multiple platforms or dashboards. This saves time and provides convenience.

Additionally, the app offers a trial of its full product, allowing merchants to create custom sales and marketing reports. With a library of over 100+ executive-level metrics to choose from, merchants have the flexibility to track and measure the specific metrics that are most relevant to their business.

Overall, this app can help a merchant grow their business by providing them with real-time insights and actionable data to optimize their sales and marketing strategies. It streamlines the process of monitoring key metrics and empowers merchants to make informed decisions that drive growth and success.

💬 What merchants say

Merchants highlight the essential and beneficial nature of this app for their day-to-day planning and reporting on core metrics. They appreciate the ease of use and find it to be a valuable tool for keeping their team aligned. The support provided by the app's team is highly praised, with users mentioning their responsiveness and willingness to go the extra mile. Merchants also mention starting with the free version and quickly upgrading to the paid version, indicating that they find the app to be worth the investment.

Overall, merchants have a positive experience with this app. It is described as essential, valuable, and worth the cost. The app is praised for its ability to aid in daily planning and reporting, as well as for the excellent support provided by the team. These positive reviews indicate that this app is a reliable and beneficial tool for Shopify merchants.
Brightflow AI Cash Forecasting

Take control of your cash. Track real-time data. Forecast your business finances with Brightflow AI.

⭐️ 5.0 (8 reviews)

🔍 Overview of features

Brightflow AI is a financial data and intelligence platform designed to help small and medium-sized businesses take control of their cash flow. By integrating with key sales, marketing, and operations platforms, Brightflow AI provides real-time data, product demand forecasts, and cash flow tools to help businesses accurately order inventory, close gaps in cash flow, and scale their operations.

One of the most important features of Brightflow AI is its cash flow forecasting capabilities. Merchants can accurately predict cash inflows and manage outflows, allowing them to make informed decisions about their finances. This is crucial for ensuring that there are no surprises when it comes to cash flow, and helps merchants avoid potential cash flow problems.

Another key feature of Brightflow AI is its financial intelligence tools. Merchants can track important financial metrics such as revenue, return on ad spend (ROAS), customer lifetime value (LTV), and profitability. This data provides valuable insights into the health of the business and helps merchants make data-driven decisions to optimize their operations.

Additionally, Brightflow AI offers a business credit score feature, allowing merchants to determine and track their brand's creditworthiness. This is important for building relationships with suppliers and lenders, as a good credit score can lead to better terms and opportunities for growth.

Overall, Brightflow AI provides the necessary tools and insights for merchants to effectively manage their cash flow, make informed financial decisions, and ultimately grow their online brands.

💬 What merchants say

Users of Brightflow highlight the app's ability to provide real-time and actionable business insights. They appreciate the responsiveness and diligence of the team behind the app, as well as the convenience of receiving weekly reports on the breakdown between different ecommerce platforms. Users mention that Brightflow has changed the way they think about cash flow, as it allows them to have a real-time picture of their actual cash flow without having to wait for month-end. The app's projections also help users plan for growth by providing a multi-year view. Overall, merchants highly recommend Brightflow for its ability to deliver reliable and speedy insights, save time, and improve cash flow management.
MyReportify

report generator with excel interface create, schedule and run reports with immediate data retrieval

⭐️ 5.0 (2 reviews)

🔍 Overview of features

MyReportify is a report generator and scheduler app that offers a range of features to help merchants grow their business. The most important features of the app include:

1. Real-time data retrieval: MyReportify allows merchants to create, schedule, and run reports with immediate data retrieval. This means that merchants can access up-to-date information about their store metrics without having to wait for their store to sync.

2. Custom-tailored reports: The app enables merchants to generate custom-tailored store reports. Merchants can see all their metrics in one place and customize them according to their specific needs. They can also take advantage of ready-made predefined reports for quick and easy analysis.

3. Excel interface: MyReportify provides an Excel interface, making it easy for merchants to work with their reports. They can view the reports in an Excel-like format, making it familiar and convenient for data analysis.

4. Report scheduling: Merchants can schedule reports to be generated daily, weekly, or monthly. This feature ensures that they receive the reports automatically and can stay updated on their store's performance without manual effort.

5. Export options: MyReportify allows merchants to export reports to multiple channels, including email, Excel, and Google Drive. This flexibility enables them to share the reports with team members or analyze the data in other tools.

By offering real-time data retrieval, customizable reports, an Excel interface, report scheduling, and export options, MyReportify empowers merchants to make data-driven decisions, monitor their store's performance, and ultimately grow their business.

💬 What merchants say

Merchants praise this app for its ability to generate custom reports with Shopify fields that are not available in the default reporting system. They appreciate the app's Excel-like interface, which makes it easy to navigate and use. The ability to access specific data and create customized reports tailored to their business needs is highly valued by users. Overall, merchants find this app extremely helpful in gathering and analyzing data, allowing them to make informed decisions for their business.
TaxCloud [Legacy]

Sales tax compliance for e-commerce: US sales tax reports and automated filing [Legacy App]

⭐️ 5.0 (1 review)

🔍 Overview of features

The TaxCloud app is a must-have for any online business looking for sales tax compliance. It offers 100% reliable sales tax support across every US state, saving merchants the time and hassle of calculating and collecting sales tax themselves.

One of the key features of the app is sales tax calculation and collection. It automatically moves order data from your Shopify store to TaxCloud, ensuring that accurate sales tax amounts are calculated for each transaction. This helps merchants stay compliant with sales tax regulations and avoid any potential penalties or audits.

In addition, the app also handles sales tax filing and remittance, further simplifying the process for merchants. It takes care of the necessary paperwork and ensures that sales tax payments are made on time, reducing the administrative burden on businesses.

Lastly, the app offers personalized support from their team of TaxGeeks. This means that merchants can rely on expert assistance and guidance whenever they have questions or need help with sales tax compliance.

By automating the sales tax process and providing reliable support, the TaxCloud app helps merchants focus on running their business while ensuring they meet all sales tax requirements.

💬 What merchants say

Merchants highly praise TaxCloud for its seamless integration with Shopify and its ability to handle sales tax collection, remittance, and reporting. Users mention that the app is simple to use and provides an affordable solution for managing sales tax. Many merchants have been with TaxCloud since its inception and continue to appreciate the excellent service and support they receive. Users recommend giving TaxCloud a try to eliminate sales tax headaches and free up time to focus on their core business plans.

Overall, TaxCloud is highly regarded by merchants for its effectiveness in managing sales tax. The app is praised for its simplicity, affordability, and seamless integration with Shopify. Users appreciate the relief from sales tax headaches and the ability to devote more time to their business. With its excellent service and support, TaxCloud proves to be a reliable solution for merchants seeking a sales tax collect, remit, and report tool.
Novo

Get a business edge with an easy-to-use business checking account from Novo.

⭐️ 5.0 (1 review) Price: Free

🔍 Overview of features

Novo is an app that offers an easy-to-use business checking account for merchants. The app allows business owners to manage their finances on the go by connecting their checking account to popular business tools.

One of the key features of Novo is its integration with Shopify. This integration seamlessly syncs data from Shopify to the Novo dashboard, allowing merchants to easily track their cashflow from point of sale to paying themselves, their team, and their bills.

In addition, Novo offers the ability to send personalized and professional invoices in seconds, helping merchants streamline their invoicing process. The app also provides budgeting features, allowing merchants to plan for taxes, payroll, and other large business expenses with Reserves.

By using Novo, merchants can have a business checking account in the palm of their hand, giving them the flexibility to manage their finances anytime, anywhere. The app's integration with Shopify and its invoicing and budgeting capabilities make it a valuable tool for merchants looking to grow their business and stay on top of their finances.

💬 What merchants say

Based on the provided user review, this app seems to provide a great small business banking experience. One merchant highlights the feature of being able to view all their store data in the iOS app, which they find beneficial. They express their satisfaction with the app and state that they would recommend it to others.

Overall, the app appears to be well-received by merchants. It offers convenient access to store data through its iOS app, making it easier for small business owners to manage their banking needs. The positive recommendation from the merchant suggests that the app is reliable and effective in providing the necessary functionality for small business banking.
Admetrics Profits

Unlock your financial potential with advanced profit and loss tracking

⭐️ 5.0 (1 review) Price: Free

🔍 Overview of features

Admetrics Profits is an advanced profit and loss tracking app that can help merchants unlock their financial potential. By synchronizing marketing and operational expenses, the app provides comprehensive reports that allow merchants to effortlessly track their store performance and calculate profits.

One of the key features of Admetrics Profits is the ability to monitor various expenses such as ad spend, COGS, shipping fees, and transaction costs. This data is then presented in compelling dashboards, eliminating the need for manual tracking. Merchants can easily access and analyze this information, gaining valuable insights into their profits and losses.

Additionally, Admetrics Profits offers insights on customer acquisition costs, repeat purchase rate, most profitable products, and contribution margins. This information allows merchants to make data-driven decisions, optimize their marketing strategies, and identify areas for growth and improvement.

By providing in-depth reporting on metrics such as new customer ROAS, revenue, repurchase rates, and AOV, Admetrics Profits equips merchants with the necessary tools to understand their business performance and make informed business decisions.

Overall, Admetrics Profits is a powerful app that can help merchants grow their business by providing advanced profit and loss tracking, comprehensive reports, and valuable insights into their store performance.

💬 What merchants say

This app is highly praised by merchants for its ability to simplify financial tracking and eliminate the need for multiple spreadsheets. Users appreciate that it combines all the necessary features of other profit trackers into one tool, and the fact that it is completely free without any ads or pay walls. Overall, merchants highly recommend this app for its efficiency and user-friendly interface.
Kevin's TaxReceipts App

Customizable PDF donation receipts for your customers

⭐️ 4.9 (14 reviews) Price: Free

🔍 Overview of features

The Customizable PDF Donation Receipts app is a powerful tool that can help merchants streamline their donation process and provide a seamless experience for their customers.

One of the key features of this app is the ability to automatically generate and send PDF tax receipts to customers who make donations. This not only saves merchants time and effort but also ensures that customers receive the necessary documentation for their donations. The PDF and email templates can be fully customized using Liquid, allowing merchants to maintain brand consistency and personalize the receipts to match the rest of their store.

Additionally, the app supports percentage-based donations and tips, giving customers the flexibility to choose how much they want to contribute. This feature can encourage higher donation amounts and increase customer engagement.

Another useful feature is the ability to export past donations to a CSV file. This can be beneficial for record-keeping purposes and makes it easier for merchants to track and analyze their donation data.

Overall, the Customizable PDF Donation Receipts app is a valuable tool for merchants looking to enhance their donation process, improve customer satisfaction, and grow their business through charitable giving.

💬 What merchants say

Merchants highlight the ease of use and functionality of this app. They find it very easy to use and appreciate that it works exactly as it should. The responsive and helpful customer service, particularly from Kevin, is also mentioned as a positive aspect. Merchants also mention that the app saves them time and streamlines their donation processing by automating the process. Overall, this app has received positive feedback for its functionality, ease of use, and helpful customer service.
bexioSync by BedayaConnect

We transfer your products, customer, and orders to bexio. The process can be customized.

⭐️ 4.2 (10 reviews) From $24.99/month. 14-day free trial.

🔍 Overview of features

bexioSync is an app that allows you to synchronize your Shopify customers, products, and orders with bexio, saving you and your accountant hours of manual work. By automatically transferring your sales information, it eliminates the risk of mistakes and allows you to make smarter decisions by centralizing your data.

The most important features of bexioSync include the ability to customize the synchronization process, ensuring that it fits your specific needs. This customization allows you to transfer your products, customers, and orders seamlessly between Shopify and bexio.

By using bexioSync, merchants can streamline their business operations and improve efficiency. With the app handling the synchronization process, merchants can focus on other important aspects of their business, such as marketing and customer service.

Overall, bexioSync is a valuable tool for merchants who want to save time and reduce manual work by automating the synchronization of their Shopify store data with bexio. It helps merchants grow their business by improving operational efficiency and providing accurate and centralized data for decision-making.

💬 What merchants say

Based on the user reviews, merchants highlight the excellent support provided by the Bedaya team. They mention that the app works well once everything is set up and that it is a huge time saver, especially for users who have a Swiss Shopify store and use bexio. However, some users mention that the app is not very user-friendly and requires support to be properly configured. They also mention that the synchronization of customer data with Bexio works flawlessly. Overall, merchants appreciate the seamless integration between Bexio and Shopify, and they commend the Bedaya developers for being open to suggestions and constantly improving the app with new features and updates.
Twik Personalization

Twik utilizes analytics, understands shoppers, and serves them with a personalized experience.

⭐️ 3.8 (73 reviews)

🔍 Overview of features

Twik is an app that helps increase conversion rates and average order value by providing shoppers with a personalized experience. It uses autonomous personalizations to understand shopper behavior and predict their intentions.

One of the key features of Twik is its ability to reorganize store navigation and product collections, making it easier for shoppers to find what they're looking for. By sorting product grids based on shopper behavior, Twik creates a unique experience for each user.

Twik also offers automated goals, which means it can identify user interactions and goals without any configuration or maintenance needed. This saves merchants time and effort.

Another useful feature of Twik is its easy, actionable analytics. It helps merchants understand trends and provides actionable insights to Google Analytics.

Overall, Twik is a powerful app that can help merchants grow their business by increasing conversion rates and average order value through personalized experiences, simplified navigation, automated goals, and easy-to-understand analytics.

💬 What merchants say

Based on the user reviews, merchants highlight the following key points about the Twik app. Firstly, they mention that Twik has been a game-changer for their business, particularly for stores with a large catalog of products. The app's no-touch personalization approach re-arranges the storefront and promotes relevant products, making it easier for customers to find the right match. This has resulted in significant new revenue and improved store metrics. The user-friendly interface and personalized automations are also praised, along with the availability and helpfulness of the customer support team.

However, it's worth noting that there is one negative review which claims that the app charged the merchant's account without authorization. The merchant expresses frustration in trying to resolve the issue. It's important to keep in mind that this is just one negative review among multiple positive ones.

Overall, merchants highly recommend Twik as a must-have app for every e-commerce store. It is seen as a valuable tool for improving conversions, boosting sales, and enhancing the overall customer experience.
Sync to Wave

Automatically synchronize your shop data to Wave Accounting.

⭐️ 3.7 (5 reviews) From $9.95/month. 7-day free trial. Additional charges may apply.

🔍 Overview of features

Wave Sync is an app that allows merchants to automatically sync their Shopify orders with Wave Accounting, a highly awarded and user-friendly accounting package for small business owners. This integration eliminates the need for manual data entry, saving merchants valuable time as their sales volume increases.

By seamlessly synchronizing orders from Shopify into Wave Accounting as accounting transactions, Wave Sync ensures that all line items, shipping charges, and taxes are accurately recorded. This not only streamlines the accounting process but also helps merchants maintain accurate financial records.

The key benefit of Wave Sync is its ability to automate the transfer of data between Shopify and Wave Accounting. This eliminates the risk of errors that can occur with manual data entry and ensures that merchants have up-to-date and accurate financial information. By freeing up time that would have been spent on manual data entry, merchants can focus on growing their business and serving their customers.

Overall, Wave Sync is an essential tool for small business owners using Wave Accounting and Shopify. It simplifies accounting processes, saves time, and helps merchants maintain accurate financial records, ultimately supporting business growth.

💬 What merchants say

Based on the user reviews, merchants highlight that this app is a time saver and automates bookkeeping by syncing with Wave, their accounting platform. They appreciate the prompt customer support that responds to their questions and feature requests. One user mentioned that the app only synced basic transactions and when they reached out to support, they did not receive a response. Another user mentioned that the app is exactly what they needed as it allows them to use Wave for free and syncs their invoices flawlessly. They note that the setup process requires matching up accounts and that historical data is not transferred. Overall, merchants recommend this app for small business owners who want or need to handle their own bookkeeping for financial reasons. It is praised as a great app that saves money and is easy to use.
Flowify for QuickBooks

Flowify is an accounting application that integrates with Quickbooks Online.

⭐️ 3.7 (3 reviews) From $14/month. 14-day free trial. Additional charges may apply.

🔍 Overview of features

Flowify is an accounting application that seamlessly integrates Shopify with QuickBooks Online. This app automatically posts Shopify sales to QuickBooks and reconciles payouts, eliminating the need for manual entry and saving merchants time and money.

The most important feature of Flowify is its ability to integrate all revenue, product sales, inventory, refunds, processing fees, and bank deposits into QuickBooks Online. This ensures that merchants have accurate and up-to-date financial data that is synchronized across both platforms.

By automating the manual process of reconciling Shopify payouts and fees, refunds, and adjustments, Flowify allows merchants to focus on other aspects of their business. This not only saves time but also reduces the risk of errors in financial records.

Additionally, Flowify records sales and cost of goods sold (COGS) daily, eliminating the need for manual entry and ensuring that merchants have accurate and timely financial information.

Overall, Flowify helps merchants streamline their accounting processes, improve accuracy, and have a better understanding of their financial performance. This can ultimately help them make informed business decisions and grow their business more efficiently.

💬 What merchants say

Based on the user reviews, some merchants express disappointment in the lack of account mapping and details in this app. They mention that it doesn't separate the product sales amount from the sales tax collected, and support is reported to be slow. However, another merchant highlights the exceptional support provided by Zac, the Founder of Flowify, who goes above and beyond to help users learn the app and understand Quickbooks. This merchant highly recommends the app for bridging Shopify to Quickbooks. Another merchant expresses relief at finding Flowify, as it has made the process of reconciling Shopify settlements with Quickbooks much easier. They appreciate the time saved and wish they had found the app sooner. Overall, it seems that while there are some issues with account mapping and support, merchants appreciate the app for its usefulness and the exceptional support provided by the founder.
Tenzo

Powerful Restaurant PerformanceOps in the palm of your hand

⭐️ 3.5 (2 reviews) Price: Free

🔍 Overview of features

Tenzo is an app that helps merchants create beautiful analytics and reports by bringing all their data together in one place. It combines Shopify data with data from other sources like Point of Sale, Social, or Staff Schedulers.

The app also offers A.I. based forecasts to help predict sales more accurately than before. This feature can be extremely valuable for merchants who want to better understand their business trends and make data-driven decisions.

Tenzo delivers all the data through alerts and emails on the merchant's phone, ensuring that they have access to important insights whenever they need them.

By providing a comprehensive view of all the data, Tenzo empowers merchants to gain deeper insights into their business performance, identify trends, and make informed decisions. This can ultimately help them grow their business by optimizing their operations, improving sales forecasts, and staying ahead of the competition.

💬 What merchants say

Based on user reviews, merchants highlight that the Tenzo app integration with Shopify is excellent value for money and completely reliable. They mention that it provides enormous benefit to all levels of management within the business. However, there is also a complaint about the app not accepting new logins, with one user considering it a waste of time to install and questioning its presence in the app store.

Overall, the Tenzo app integration with Shopify is praised for its reliability and value for money. It is seen as a valuable tool for management at all levels of the business. However, there is a concern raised by a user regarding login issues, suggesting that there may be some technical problems with the app that need to be addressed.
Pricely

⭐️ 0.0 (0 reviews) $20/month. 30-day free trial.

🔍 Overview of features

Pricely is an app that offers automated inventory management, purchase orders, profit tracking, and more. This app can save merchants valuable time and money by automating mundane but necessary tasks.

By automating inventory management, Pricely ensures that merchants can keep track of their stock levels and avoid overselling or running out of products. The app also helps with purchase order management, making it easier for merchants to reorder products when they're running low.

In addition, Pricely provides profit tracking, allowing merchants to monitor their revenue and expenses in real-time. This feature helps merchants understand their profit margins and make informed decisions to optimize their business.

Overall, Pricely acts as a virtual assistant that takes care of essential tasks, freeing up merchants' time to focus on more important aspects of their business. By providing automation and insightful data, Pricely can help merchants unlock their business's true potential and drive growth.
Predictive by Awtomic

Subscription order and revenue forecasting.

⭐️ 0.0 (0 reviews)

🔍 Overview of features

The Predictive app is essential for merchants with recurring revenue as it offers subscription order and revenue forecasting. By connecting with your subscription app, Predictive provides accurate daily, weekly, or monthly revenue projections, eliminating the need for manual reports and complex spreadsheet work.

Key features include saving views, filtering by warehouse regions, easy data exports, and the ability to factor in churn and growth rates. This app enables merchants to automatically forecast revenue, plan spending, anticipate order volumes to staff warehouse and support teams adequately, and strategize product production based on projected item quantities. By leveraging these features, merchants can make informed decisions, optimize inventory management, and ensure efficient resource allocation, ultimately driving business growth and sustainability.
GA4tify

⭐️ 0.0 (0 reviews) Price: Free
webFactura

Aplicacion para la emision de factura y boletas con webFactura

⭐️ 0.0 (0 reviews)

🔍 Overview of features

La aplicación webFactura es una herramienta que ayuda a los comerciantes en Chile a automatizar el proceso de emisión de facturas y boletas. Esta aplicación es especialmente útil para agilizar y simplificar la gestión de documentos fiscales en el mercado chileno.

Una de las características más importantes de webFactura es que permite automatizar la emisión de facturas y boletas, lo que ahorra tiempo y reduce la posibilidad de errores. Esto es especialmente útil para los comerciantes que deben emitir grandes cantidades de facturas y boletas regularmente.

Otra función clave de webFactura es que permite llevar un inventario actualizado. Esto significa que los comerciantes pueden mantener un registro preciso de los productos disponibles, sus cantidades y precios. Esta característica es esencial para mantener un control eficiente del inventario y evitar errores de stock.

En resumen, webFactura es una herramienta imprescindible para los comerciantes en Chile que deseen automatizar el proceso de emisión de facturas y boletas, y llevar un inventario actualizado. Esta aplicación no solo ahorra tiempo y reduce errores, sino que también proporciona una mayor eficiencia operativa, lo que puede ayudar a los comerciantes a hacer crecer su negocio de manera significativa.
Marketer's Compass

⭐️ 0.0 (0 reviews) Free to install

🔍 Overview of features

The most important features of Marketer's Compass are its ability to tie together ad-spend and performance data from all digital marketing channels into one dashboard, and its ability to provide a clear overview of marketing performance at a glance.

This app can help merchants grow their business by simplifying the process of understanding marketing performance. By having all marketing data in one place, merchants can easily track how much money they've spent on ads and how much they've made in return. This allows them to quickly determine if their return on ad spend (ROAS) is at a profitable level.

With Marketer's Compass, merchants no longer have to jump back and forth between different platforms and reports to analyze their marketing performance. They can save time and effort by accessing all the necessary data in one dashboard. This streamlined approach to tracking marketing performance can help merchants make informed decisions, optimize their marketing strategies, and ultimately grow their business.

Best Financial reports Shopify Apps in 2025

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