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The best financial reporting apps for Shopify in 2024

Written by
Adam Sturrock
Published on
June 20, 2024

Shopify, the go-to platform for eCommerce enthusiasts, hosts a plethora of merchants across various industries, continuing to dominate the online selling space. With its user-friendly interface and robust features, Shopify caters to businesses of all sizes, from startups to established brands, seeking to streamline their online operations.

As a Shopify merchant, having access to accurate and insightful financial reporting is paramount for making informed business decisions and driving growth. In the ever-evolving digital marketplace of 2024, the right financial reporting apps can provide you with essential data and analytics to optimize your store's performance and maximize profits.

With a multitude of financial reporting apps available in the Shopify App Store, selecting the most suitable ones for your unique business needs can be a game-changer. The efficiency and accuracy of these apps can significantly impact your financial management, budgeting, and forecasting, ultimately leading to improved overall business performance.

Whether you are just starting your eCommerce journey or looking to enhance your existing Shopify store, the right financial reporting apps can empower you to take your business to new heights in 2024. Let's explore the top financial reporting apps that can help you make the most out of your Shopify store this year!

#1 Shopify App Award

1. Twik Personalization

Twik PersonalizationTwik PersonalizationTrusted data with reliable, cookie-free analyticsTwik PersonalizationTwik PersonalizationTrusted data with reliable, cookie-free analytics

Free plan available. Free trial available.

Transform the shopping experience with tailored insights that resonate with every visitor. By harnessing advanced analytics, this tool uncovers shoppers' behaviors and preferences, allowing for a uniquely personalized approach. Understanding the nuances of each visitor's journey leads to optimized product recommendations and a more engaging interface.

Equipped with real-time data, this solution adapively adjusts to individual customer needs, creating seamless interactions that drive engagement and conversions. Enhance decision-making with actionable insights that reveal what truly matters to your audience.

The result is not just increased satisfaction but a deeper connection with your brand, fostering loyalty and repeat business. Elevate your online store with an intuitive personalization strategy that speaks directly to your customers' desires, ensuring that their shopping experience is as unique as they are.

Twik Personalization is developed and maintained by Twik Technologies ltd..

Twik Personalization has an average rating of 3.8 out of 5 stars with 73 reviews from Shopify stores.

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#2 Shopify App Award

2. QuickBooks Online Global

QuickBooks Online GlobalQuickBooks Online GlobalSee what you make and spend at a glance.QuickBooks Online GlobalQuickBooks Online GlobalSee what you make and spend at a glance.

Free plan available

Streamline financial oversight with seamless integration between Shopify and QuickBooks Online. This app bridges the gap for merchants operating globally, ensuring that all sales data—regardless of the location—flows effortlessly into your accounting system.

Automate the invoicing process by synchronizing customer details and product information, eliminating the tedious task of manual data entry. This integration not only saves time but enhances accuracy in reporting, allowing for better tracking of income and expenses.

Maintain real-time control over inventory levels and financials, ensuring that your accounting data is always up-to-date. This synchronization helps in maximizing tax deductions and provides valuable insights into your business performance, making financial planning simpler and more effective.

Experience a frictionless connection that transforms accounting management into a streamlined and efficient workflow.

QuickBooks Online Global is developed and maintained by Intuit.

QuickBooks Online Global has an average rating of 4.9 out of 5 stars with 2690 reviews from Shopify stores.

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#3 Shopify App Award

3. Data Export IO: Reports

Data Export IO: ReportsData Export IO: ReportsPre-created reportsData Export IO: ReportsData Export IO: ReportsPre-created reports

Free plan available. Free trial available.

Take command of reporting with seamless automation tailored for Shopify merchants. This tool offers a plethora of pre-made reports covering essentials such as sales, taxes, inventory, payouts, and more, ensuring a comprehensive overview of your business metrics.

The intuitive Report Builder provides live previews, allowing users to dive into line item details and leverage custom fields. Generate summaries by various time frames—be it weekly, monthly, or quarterly—to fit your analysis needs. Enhanced scheduling options allow reports to be sent through email, FTP, or Google Sheets/Drive, accommodating both basic and advanced timing preferences.

Flexible file formats including Excel, CSV, and PDF ensure compatibility with your existing workflows. Included expert support enhances your experience, ensuring assistance is readily available for any reporting queries. Transform your reporting process into a streamlined and efficient part of your business operations.

Data Export IO: Reports is developed and maintained by Estore Automate.

Data Export IO: Reports has an average rating of 5 out of 5 stars with 2246 reviews from Shopify stores.

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4. Report Pundit : Custom Reports

Report Pundit : Custom ReportsReport Pundit : Custom ReportsCustom Shopify Reports for Unique AnalysesReport Pundit : Custom ReportsReport Pundit : Custom ReportsCustom Shopify Reports for Unique Analyses

Free plan available. Free trial available.

Unlock the potential of your Shopify store's data with comprehensive reporting capabilities. This app offers the ability to craft a multitude of custom reports, ensuring that all insights are tailored to the specific needs of your business. From sales and tax analysis to inventory tracking and customer behavior insights, advanced reporting tools provide clear data visualization and actionable intelligence. Users can easily access prebuilt reports for a quick overview or utilize flexible options that support in-depth examination of metrics crucial to streamlining operations. Facilitate decision-making with detailed payout and fulfillment reports, ensuring every aspect of your store management is covered. Exporting data simplifies the sharing process, allowing for comprehensive data-driven strategies. With a user-friendly interface, navigating through data is intuitive, making analytical work straightforward even for those new to data management. Leverage the power of tailored reporting to gain a sharper competitive edge in the marketplace.

Report Pundit : Custom Reports is developed and maintained by Estore Automate.

Report Pundit : Custom Reports has an average rating of 5 out of 5 stars with 1644 reviews from Shopify stores.

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5. Better Reports

Report Pundit : Custom ReportsBetter ReportsReports listReport Pundit : Custom ReportsBetter ReportsReports list

From $19.90/month. Free trial available.

Transform data into actionable insights effortlessly with a powerful reporting tool designed for savvy merchants. Navigate through comprehensive pre-built reports covering sales, payments, inventory, and customer metrics, or construct tailored reports that meet specific business needs.

Utilize custom fields and flexible metrics to dissect your data and uncover hidden opportunities. Once your report is finalized, opt to export it or set up automated email delivery to keep your team updated without the extra effort.

With robust features like POS integration, Google Sheets connectivity, and the ability to manage multi-store and multi-currency reports, this tool empowers businesses to maintain oversight in today’s fast-paced market. It’s not just about tracking data; it’s about making informed decisions that drive growth.

Better Reports is developed and maintained by Better Reports Technologies.

Better Reports has an average rating of 4.9 out of 5 stars with 1118 reviews from Shopify stores.

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We hope you found this guide on the top financial reporting apps for Shopify useful.

Did we miss an app you think should be included in this guide, please let us know!

Top Shopify financial reporting apps FAQ

Which financial reporting apps do I need for my Shopify store?

You’ll want to take advantage of the many financial reporting apps and integrations available to make your Shopify store the best it can be. Every financial reporting app highlighted in this article can help take your Shopify store to the next level! With that said, if you can't find what you're looking for in this guide, we recommend checking our comprehensive list of every Shopify financial reporting app!

What is the best financial reporting app for Shopify?

The Shopify App Store is always adding new apps, but by analyzing merchant reviews, average ratings, estimated install counts, pricing and other signals we've identified that Twik Personalization is one of the top Shopify financial reporting apps available for merchants in 2024.

With that said, it’s not always the best idea to just go for the most popular app or our recommendations. Always look at how many Shopify stars the app has and what the reviews are saying about the app itself. Where possible, we highly recommend testing apps you are considering by leveraging free trials before commiting to any fixed monthly subscription costs.

Why do I need to install a Shopify financial reporting app?

Whilst Shopify comes with a broad range of features and capabilities out of the box, many financial reporting apps go above and beyond what Shopify can provide. Every store has unique requirements and a diverse range of apps are available to meet these needs.

How many financial reporting apps are recommended for Shopify?

We recommend including atleast one financial reporting app for your Shopify store if this type of app would be beneficial for your store. There are a lot of free options out there and some great financial reporting apps that will help you run your business as smoothly as possible.

Can I build my own custom financial reporting app for Shopify?

The short answer is yes ofcourse! Shopify provides a lot of great documentation to build financial reporting apps.

The longer answer is that you should weigh up the upfront time, resources and costs of building a custom apps vs finding a financial reporting app that handles the majority of your requirements for free or for a low monthly fee.

Ofcourse if you can't find a suitable financial reporting Shopify app to meet your needs then it's definitely worth investigating what it would take to build the app of your dreams!

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