Best Finances Shopify apps in 2026 [Updated]
PickYourApp Review Team
6 min read
•
Oct 19, 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.
-
#1. Helpful pre-made and detailed reporting for all store data. Easily filter, export, and send reports.
Get comprehensive Shopify reporting with Data Export's pre-made templates covering sales, taxes, inventory, POS, payouts, orders, customers, and refunds. The Report Builder lets you preview records, customize fields, and organize data by time periods. Schedule automated report delivery through email, FTP, or Google integration. Export your data in Excel, CSV, or PDF formats with optional password protection. Create exactly the reports you need using advanced filters and column management tools. Free expert support helps you make the most of your store's data reporting capabilities.Install from Shopify App Store
-
#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
-
#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
-
#4. 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
-
#5. 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
-
#6. We create GST Invoices for your clients and precise reports for your accountants/CA.
Generate professional GST invoices and reports that meet India's tax compliance requirements. This app helps you create accurate GST documentation for both B2B and B2C transactions, with built-in support for GSTR1 and GSTR3B reporting. Access preset GST reports, automated e-invoicing for B2B sales, and customizable reporting options that your accountant or CA needs. The app includes features like advanced packing slips, refund management, and automated invoice emails to customers. Download bulk reports easily and stay compliant with Indian GST regulations. Set up takes just minutes, letting you quickly start creating GST-compliant invoices for your clients.Install from Shopify App Store
-
#7. 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
-
#8. 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
-
#9. Drive Sales With an Automated Affiliate Platform to Manage Influencer & Referral Marketing Programs
Simple Affiliate makes managing your affiliate marketing program straightforward and efficient. Affiliates can create accounts and log in directly through your store, making registration seamless. The platform helps you convert customers into active affiliates with customizable commission structures based on products, categories, and discount codes. Track sales, manage unlimited affiliates and groups, handle referrals, and process commissions automatically or manually. The system includes automated tax form handling and consolidated 1099 reporting. With easy setup and dedicated support, you can quickly launch an affiliate program that matches your brand's needs. Monitor performance, set flexible reward rules, and grow your sales through affiliate partnerships - all from one central dashboard.Install from Shopify App Store
-
#10. 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