Best Finances Shopify apps in 2026 [Updated]
PickYourApp Review Team
6 min read
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Nov 15, 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. 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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#2. 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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#3. Advanced reports, using real-time 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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#4. 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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#5. Automate tailored CSV/Excel order, product, customer reports. Full Metafield & line item support.
Export your Shopify data easily with DataChamp's customizable CSV and Excel reports. Create detailed exports of orders, products, customers, and metafields by choosing from over 500 available fields. Set up automated report delivery to Google Drive, FTP, sFTP, Email, or Dropbox on your schedule. The app supports comprehensive filtering, custom columns, calculations, and multiple encoding options including UTF-8, ASCII, and Win-1252. Perfect for accounting needs, ERP system integration, fulfillment tracking, and business analysis. With full metafield and custom attribute support, you'll get complete, accurate data exports formatted exactly how you need them.Install from Shopify App Store
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#6. Sync sales to QuickBooks Desktop in an automated manner - Sync individual orders
QuickBooks Desktop integration that makes order syncing simple and automatic. Sync your Shopify orders, products, and customer data to QuickBooks Desktop or Enterprise editions whenever you want - automatically or manually. Choose between individual order sync for detailed tracking or summary sync for consolidated daily entries. The app creates single entries for Shopify payouts and daily entries for other payment methods, making reconciliation straightforward. Get complete data transfer including customers, products, taxes and all order details without any manual data entry. Perfect for businesses that need reliable QuickBooks Desktop synchronization with their Shopify store.Install from Shopify App Store
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#7. The sales tax filing partner for your brand, handling registration, filing, and multi-channel nexus.
TaxCloud provides comprehensive sales tax automation for Shopify merchants, specializing in registration, filing, and multi-channel nexus management. As a certified Streamlined Sales Tax (SST) service provider, we help businesses save on tax filing costs across 24 member states. Our solution features daily order synchronization, ensuring precise and timely tax filings. The U.S.-based support team guides merchants through every aspect of sales tax compliance, from initial setup to ongoing management. With automated nexus tracking, state-specific compliance alerts, and seamless TIC mapping using Shopify categories, TaxCloud delivers reliable sales tax management for multi-channel sellers. We make switching tax providers straightforward and ensure your records remain audit-ready.Install from Shopify App Store
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#8. Sidr Tax is a US-based fully managed US sales tax solution. Automate your sales tax returns.
Simplify your US sales tax management with Sidr Tax, a comprehensive solution built in the USA. Our automated system handles your complete sales tax compliance journey - from nexus tracking and permit registration to report generation and filing. We create accurate tax reports based on your actual collected sales tax and submit them directly to state websites. Stay compliant with automated filing schedules while our economic nexus dashboard keeps you informed about tax collection requirements. Need assistance? Our responsive support team is available via chat and email to help with your sales tax questions. Let Sidr Tax manage your sales tax obligations so you can focus on growing your business.Install from Shopify App Store
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#9. Save time and stay ahead of your bookkeeping when you integrate with QuickBooks Online International
Connect your Shopify store with QuickBooks Online International to simplify your business accounting. This integration helps you track income, expenses, and tax deductions across multiple Shopify storefronts worldwide. Automatically sync your sales data, customer information, and product details between both platforms, reducing manual data entry and potential errors. Keep your inventory levels accurate by synchronizing stock data between Shopify and QuickBooks Online (Plus or higher). Perfect for merchants selling outside the US who want to maintain organized financial records and streamline their bookkeeping process.Install from Shopify App Store
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#10. Powerful reporting & analytics. Explore your data and automate reports. Custom report service.
Get detailed insights into your store's performance with comprehensive reporting and analytics. Explore sales, payments, inventory, customer data, and payouts using pre-built or custom reports. Create personalized reports with custom fields, metrics, and formulas to analyze your data exactly how you need it. Share reports easily by exporting to PDF, Excel, CSV, or Google Sheets. Set up automated email delivery to keep your team informed. The app includes POS reporting, multi-store analytics, and multi-currency support. Need help? Their custom report service will build reports tailored to your requirements. Access advanced features like tag analysis, metafield tracking, and multiple chart visualizations to understand your business better. Whether you're monitoring daily operations or planning long-term strategy, BR - Better Reports gives you the data analysis tools you need.Install from Shopify App Store