Best Finances Shopify apps in 2026 [Updated]
PickYourApp Review Team
6 min read
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Aug 21, 2025
The best Shopify finance apps help merchants take control of their financial data through advanced reporting, profit tracking, and tax management. From custom analytics dashboards to automated CSV exports, these tools provide essential insights into sales, inventory value, and net profits. Whether you need GST compliance for India, US sales tax automation, or detailed profit calculations, these top-rated apps deliver real-time financial visibility and streamlined bookkeeping. With options for QuickBooks integration, staff payroll management, and automated report scheduling, merchants can make data-driven decisions while saving time on financial operations.
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#1. Instantly track your True Profit. Sync costs & report on Net profit, profit & loss, LTV, profit calc
Track your store's true net profit in real-time with TrueProfit Analytics. This comprehensive profit tracking platform automatically syncs and calculates all your costs, including COGS, shipping, transaction fees, and advertising spend from major platforms like Facebook, Google, and TikTok. Get detailed product-level analytics and marketing attribution to understand your actual profitability. The intuitive dashboard shows your complete financial health, profit and loss reports, and customer lifetime value metrics - all without manual spreadsheet work. Access your profit data anywhere through the mobile app and make data-driven decisions based on accurate, real-time profit calculations across all your stores.Install from Shopify App Store
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#2. Easily build custom reports and dashboards with metrics to visualize any data from your store.
Create custom reports and dashboards to analyze your store's performance with precision. Mipler helps you build detailed sales, financial, tax, customer, and inventory reports using your store's data points, including metafields and tags. Generate personalized reports with custom columns and calculations that match your business needs. Share reports securely through public links or schedule automated email deliveries in CSV, Excel, or PDF formats. Export data directly to Google Sheets for further analysis. Get real-time support for custom report creation and use the AI Assistant to modify reports or add new data columns. Access comprehensive insights by incorporating tags, metafields, and note attributes into your reporting system.Install from Shopify App Store
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#3. Download GST-ready invoices. Get useful sales reports with all necessary data for GSTR-3B and GSTR-1
Generate professional GST invoices directly from your Shopify orders without importing data to external software. The app automatically creates GST-ready invoices and sends them to customers via email download links. Calculate GST accurately based on your fulfillment locations - perfect for businesses shipping from multiple warehouses with different GST numbers. Choose from 4 customizable invoice templates to match your brand with your logo, legal details and business information. Create e-Invoice JSON files and get comprehensive sales reports containing essential data for GSTR-3B and GSTR-1 tax returns. This GST invoice solution helps Indian businesses maintain tax compliance while saving time on invoice management.Install from Shopify App Store
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#4. Syncs orders, customers, inventory, payouts, and more to QuickBooks Desktop/Enterprise
Connect your Shopify store seamlessly with QuickBooks Desktop/Enterprise using Webgility's comprehensive accounting and inventory automation solution. This integration automatically syncs your orders, customers, inventory levels, taxes, payouts, and shipping details in real-time. The app handles detailed transaction posting, matches bank deposits accurately, and eliminates manual bookkeeping errors. Perfect for both DTC and B2B businesses, it supports PO numbers, payment terms, and company matching across 50+ business platforms. Keep your product listings updated across multiple sales channels while maintaining accurate financial records in QuickBooks.Install from Shopify App Store
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#5. Simple Invoice is a modern and minimalistic invoicing application that offers unique features.
Simple Invoice delivers modern, minimalistic invoicing that focuses on what truly matters for your Shopify store. This clean, user-friendly app creates professional invoices while removing unnecessary complexity. Set up takes less than a minute, and you can manage everything directly from your Shopify dashboard. The app supports multiple currencies and languages, letting you create country-compliant invoices for your international customers. Whether you need to send invoices automatically or manually, generate quotes, or process drafts, Simple Invoice handles it efficiently. Plus, all your documents - from invoices to packing slips - can be securely stored in the cloud for easy access. With its straightforward approach and essential features, Simple Invoice helps you maintain professional billing while keeping your invoice process clean and uncomplicated.Install from Shopify App Store
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#6. Staff management for Point of Sale retailers. Time tracking, scheduling, commissions, payroll & more
Easyteam is a complete staff management solution designed specifically for Shopify Point of Sale retailers. Track employee time, manage schedules, monitor breaks, and handle sales commissions all from one central platform. The system integrates seamlessly with Shopify POS, making it simple for staff to clock in, check schedules, and complete store checklists right from their terminals. Whether you're managing timesheets, calculating commissions, or running retail payroll, Easyteam works smoothly with both Shopify and Stocky. Access all features from any device, including mobile and POS terminals. With dedicated onboarding support and live assistance, your team can start using Easyteam quickly while maintaining Shopify's familiar user experience.Install from Shopify App Store
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#7. Advanced reporting, using realtime data that you can report, customize, automate, export, and share.
Report Toaster helps Shopify merchants create detailed custom reports using real-time shop data. Choose from over 120 report templates to analyze sales, track inventory history, and monitor performance across multiple stores. Customize your reports by adding columns, applying filters, and sorting data. Group and compare metrics over time, and extract insights from tags and metafields. Share reports easily through automated scheduling - deliver them via email, SMS, or Slack. Export your reports as PDF or CSV files for further analysis in Excel, or share live report links with your team and partners. Whether you need basic sales analytics or complex multi-store reporting, Report Toaster provides the tools to make data-driven decisions for your business.Install from Shopify App Store
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#8. Show tax includes prices and tax excludes prices for all your products and set tax rules you need.
This dual price display app helps stores serve both B2B and B2C customers by showing tax-inclusive and tax-exclusive prices throughout your shop. Display both pricing options on your homepage, product catalog, search results, and product detail pages. Create custom tax rules based on specific countries, products, or customer tags, each with adjustable tax rates. Customize how prices appear with flexible design options and size ratios to match your store's theme. Choose to show both prices simultaneously or select tax-included/excluded only, giving you complete control over price presentation for different customer segments. The app makes it simple to implement clear, consistent pricing that works for all your customers, whether they're businesses or individual buyers.Install from Shopify App Store
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#9. Create, print, and send feature-rich invoices, packing slips, refunds, and other essential documents
Generate professional PDF invoices, packing slips, refunds, and other business documents with Oxilayer's intuitive app. The built-in drag & drop editor makes it simple to customize ready-made templates with your brand elements - no coding required. Set up automated workflows to deliver documents directly through email, customer accounts, and checkout. The app integrates seamlessly with Shopify Flow and admin features, helping you manage tax compliance and document delivery. Whether you run a small boutique or large enterprise store, Oxilayer adapts to your needs with flexible template options and automated document processing.Install from Shopify App Store
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#10. US State Sales Tax return Reports & Automated Filing for your store. Easy, Accurate & Time Saving!!!
Tax Rex simplifies sales tax management for your Shopify store with automated US state tax filing and accurate reporting. The economic nexus dashboard tracks state thresholds and alerts you when it's time to register in new states. Generate precise sales tax reports based on your Shopify transactions, excluding marketplace orders from Amazon and eBay if needed. Save time and ensure compliance with automated tax return filing while you focus on running your business. Tax Rex handles all your sales tax requirements, from report generation to state portal submissions, making tax compliance straightforward and reliable.Install from Shopify App Store