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Income and balance Shopify Apps

Discover the best income and balance apps for your Shopify store. Compare features, pricing, and reviews to find the perfect solution.

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We've analyzed thousands of income and balance apps to identify the top performers based on ratings and install counts.

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Focal Software is an eCommerce Operations Suite for brands with accounting and inventory management. Focal empowers 3rd-party marketplace sellers, direct-to-consumer brands, and eCommerce agencies to streamline operations, generate sales, cut costs, and drive greater profitability. Focal Software saves time with accounting and bookkeeping every month, it provides a single platform to manage your business, it is an end-to-end platform, and you can manage your customer feedback requests, returns, inbox, and chat straight from Focal. Focal empowers 3rd-party marketplace sellers, direct-to-consumer brands, and eCommerce agencies to streamline operations, generate sales, cut costs, and drive greater profitability. Focal Software saves time with accounting and bookkeeping every month, it provides a single platform to manage your business, it is an end-to-end platform, and you can manage your customer feedback requests, returns, inbox, and chat straight from Focal. more Accounting - automated bookkeeping and financial statements Inventory Management - multi-channel, real-time, improved operational efficiency Supplier Management - effectively manage COGS and suppliers in one central place Order Management - streamline operations, enhance customer support, data-driven

0.0(Reviews)

Be in Control. Track profit, revenue, and expenses with powerful advanced analytics. GoProfit's profit-focused dashboard simplifies tracking your profit, sales, expenses, margins, LTV, & ad performance. Designed for ease of use, our app provides profit calculations and real-time monitoring of key profit metrics, helping you make smarter, ROI-driven decisions to boost your bottom line. Automate profit reports directly to your inbox for actionable insights that drive growth. With GoProfit, spend less time calculating profit manually and more time uncovering new opportunities. GoProfit's profit-focused dashboard simplifies tracking your profit, sales, expenses, margins, LTV, & ad performance. Designed for ease of use, our app provides profit calculations and real-time monitoring of key profit metrics, helping you make smarter, ROI-driven decisions to boost your bottom line. Automate profit reports directly to your inbox for actionable insights that drive growth. With GoProfit, spend less time calculating profit manually and more time uncovering new opportunities. more Profit calc dashboard with sales, expenses, profits, margin & profit analytics Automatically tracks COGS, shipping, fees, taxes & more OR sync via Google Sheet Sync ad spends in one place and get true ROAS data & other performance metrics Automate weekly or monthly profit reports straight to your inbox Export profit data easily to CSV or PDF and tweak it the way you want it.

5.0(Reviews)

Sync your shop orders to Xero seamlessly. Save time, reduce errors, make better decisions. Post to Xero connects Shopify to Xero, making it easy to track and manage your shop's orders and financials. It streamlines the accounting process of tracking sales and financials between Shopify and Xero. This eliminates the need for manual data entry and reconciliation of invoices, merchant fees, gift card purchases, taxes and payouts, saving time and reducing the risk of errors. It also helps to manage and simplify workflows for stores that sell wholesale. Post to Xero connects Shopify to Xero, making it easy to track and manage your shop's orders and financials. It streamlines the accounting process of tracking sales and financials between Shopify and Xero. This eliminates the need for manual data entry and reconciliation of invoices, merchant fees, gift card purchases, taxes and payouts, saving time and reducing the risk of errors. It also helps to manage and simplify workflows for stores that sell wholesale. more Automatically post Orders as Invoices in Xero in real-time. Great for wholesale! Reconcile Payouts from Shopify Payments, Paypal and other payment gateways Automatically calculate Fees and Taxes on Orders & Payouts from payment gateways Maps Products to Xero accounts for Sales, COGS and Inventory based on Xero items Customisable mapping of Tracking Categories, Tax Codes and Fulfillment Locations

5.0(Reviews)

This app transfers your orders automatically every single day. Save time and avoid errors. This app connects your Shopify webshop to your Informer administration. That’s why you don’t have to manually type out data, since the orders are transferred automatically to Informer. This is a real-time connection. You indicate when a Shopify order is transferred: When it is created, paid or partially paid. The correct price-details (e.g. order details) and customer-details are transferred to Informer. All details can be found at https://www.webwinkelfacturen.nl/handleiding-shopify-informer. This app connects your Shopify webshop to your Informer administration. That’s why you don’t have to manually type out data, since the orders are transferred automatically to Informer. This is a real-time connection. You indicate when a Shopify order is transferred: When it is created, paid or partially paid. The correct price-details (e.g. order details) and customer-details are transferred to Informer. All details can be found at https://www.webwinkelfacturen.nl/handleiding-shopify-informer. more Transfer your orders automatically into Informer. This saves time and cost. The taxes and ledgercodes are assigned correctly in Informer, avoiding errors. You don’t have to type data in Informer and your webshop, so no double entry. Connect Shopify with your Informer software within 5 minutes!

5.0(Reviews)

This app transfers your orders automatically every single day. Save time and avoid errors. This app connects your Shopify webshop to your Jortt administration. That’s why you don’t have to manually type out data, since the orders are transferred automatically to Jortt. This is a real-time connection. You indicate when a Shopify order is transferred: When it is created, paid or partially paid. The correct price-details (e.g. order details) and customer-details are transferred to Jortt. All details can be found at https://www.webwinkelfacturen.nl/handleiding-shopify-jortt. This app connects your Shopify webshop to your Jortt administration. That’s why you don’t have to manually type out data, since the orders are transferred automatically to Jortt. This is a real-time connection. You indicate when a Shopify order is transferred: When it is created, paid or partially paid. The correct price-details (e.g. order details) and customer-details are transferred to Jortt. All details can be found at https://www.webwinkelfacturen.nl/handleiding-shopify-jortt. more Transfer your orders automatically into Jortt. This saves time and cost. The taxes and ledgercodes are assigned correctly in Jortt, avoiding errors. You don’t have to type data in both Jortt and your webshop, so no double entry. Connect Shopify with your Jortt software within 5 minutes!

5.0(Reviews)

Have confidence in your numbers with accurate & automated ecommerce accounting in QuickBooks Klavena makes reconciling your Shopify payout data in QuickBooks Online (QBO) a breeze. Every Shopify transaction – sales, fees, taxes, refunds, and more – is categorized into accurate summaries that reconcile perfectly with deposits in your accounting software. Leading merchants, accountants, and bookkeepers trust Klavena to save hours on their bookkeeping, accurately track their taxes & COGS, and gain true financial visibility. Klavena makes reconciling your Shopify payout data in QuickBooks Online (QBO) a breeze. Every Shopify transaction – sales, fees, taxes, refunds, and more – is categorized into accurate summaries that reconcile perfectly with deposits in your accounting software. Leading merchants, accountants, and bookkeepers trust Klavena to save hours on their bookkeeping, accurately track their taxes & COGS, and gain true financial visibility. more Accurately accounts for all transaction data in QuickBooks Online Creates fully itemized summaries for an accurate financial view of your business Accurately tracks inventory across all your products Automatically reconciles imported transactions with Shopify payouts Supports multiple marketplaces, countries, and currencies

5.0(Reviews)

Integrate your shop and the Lexware Office accounting software for your orders with a few easy steps (formerly lexoffice) Key Features: Automatically create invoices & credit notes for your orders, Automatically send invoices to customers by email, Synchronize payment data (Paypal, Klarna, Amazon, Sofortkauf, Apple Pay, credit card, Samsung Pay, Shopify Payments), Post OSS-relevant receipts, VAT exemptions, Automatically update invoices, Import past orders, Individual invoice layouts, POS and more... (formerly lexoffice) Key Features: Automatically create invoices & credit notes for your orders, Automatically send invoices to customers by email, Synchronize payment data (Paypal, Klarna, Amazon, Sofortkauf, Apple Pay, credit card, Samsung Pay, Shopify Payments), Post OSS-relevant receipts, VAT exemptions, Automatically update invoices, Import past orders, Individual invoice layouts, POS and more... more Automatically create and book invoices, refunds and payments for each order Immediate entry of documents for all tax returns (VAT & DATEV | VAT | OSS) Import feature to get invoices from older orders for streamlined accounting Synchronisation of payments and automatic linking with invoices Automatic GoBD-compliant. From invoicing to the obligation to keep record

4.7(Reviews)

Übertrage Bestellungen an Lexware Office um Rechnungen, Gutschriften & Umsätze zu erzeugen. Verbinde deinen Shop mit Lexware Office (vormals "lexoffice") um deine Buchhaltung zu automatisieren. Wir kümmern uns um Erstellung & Verwaltung deiner Belege. Nach der unkomplizierten Einrichtung erwarten dich zahlreiche Einstellungsmöglichkeiten um nahezu alle steuerlichen Vorfälle deiner Verkäufe zu automatisieren. Du kannst erstellte Rechnungen direkt in der App betrachten um nachzuvollziehen, welche Belege zu welcher Bestellung gehören. Verbinde deinen Shop mit Lexware Office (vormals "lexoffice") um deine Buchhaltung zu automatisieren. Wir kümmern uns um Erstellung & Verwaltung deiner Belege. Nach der unkomplizierten Einrichtung erwarten dich zahlreiche Einstellungsmöglichkeiten um nahezu alle steuerlichen Vorfälle deiner Verkäufe zu automatisieren. Du kannst erstellte Rechnungen direkt in der App betrachten um nachzuvollziehen, welche Belege zu welcher Bestellung gehören. more Automatische Erstellung von Rechnungen & Gutschriften für Bestellungen Übersichtliche Darstellung der erstellten Belege in der Bestellansicht Beleg-Email-Versand oder Einbettung des Rechnungslink in Benachrichtigungen Zahlreiche App-Blöcke & Admin-Aktionen zur nahtlosen Integration in den Admin Unterstützt Basic Tax — deaktiviere Shopify Tax & spare bis zu 0,99€/Bestellung

5.0(Reviews)

Automate your e-commerce bookkeeping. Save time and account for VAT, GST and sales tax accurately. Each time you receive a payout from Shopify, Link My Books breaks down all the sales, refunds and fees into a clean summary entry in Xero or QuickBooks. We check the tax jurisdiction for each transaction and automatically apply the correct tax rates that you choose during setup. These summary invoices match EXACTLY the amount that Shopify deposited into your bank account, meaning reconciliation takes just one click. Invest 15 minutes today and save hours and hours every month from now. Each time you receive a payout from Shopify, Link My Books breaks down all the sales, refunds and fees into a clean summary entry in Xero or QuickBooks. We check the tax jurisdiction for each transaction and automatically apply the correct tax rates that you choose during setup. These summary invoices match EXACTLY the amount that Shopify deposited into your bank account, meaning reconciliation takes just one click. Invest 15 minutes today and save hours and hours every month from now. more Reconciling your sales to deposits into your bank now takes seconds. Shopify Payments, PayPal, Klarna and all other payment gateways are supported. Connect multiple stores to Link My Books and your Xero or QuickBooks account. Accurate, quick, and efficient plus our support team are qualified accountants.

5.0(Reviews)

Manually tracking profits in spreadsheets or paying high fees for an accountant? Here’s a better way M8trics helps you calculate the key metrics you need to grow your store. It’s simple, affordable, and efficient for all your accounting needs. Focus on what matters most so you can scale your store faster without worrying about accounting tasks. Access all your metrics in a single, easy-to-use dashboard to see what’s working and what’s not. Once you try it, you won’t look back. M8trics helps you calculate the key metrics you need to grow your store. It’s simple, affordable, and efficient for all your accounting needs. Focus on what matters most so you can scale your store faster without worrying about accounting tasks. Access all your metrics in a single, easy-to-use dashboard to see what’s working and what’s not. Once you try it, you won’t look back. more Real-Time Profit Tracking Seamless Ad Platform Integration Comprehensive Performance Dashboard Actionable Insights Quick Setup and Use

0.0(Reviews)

Help you break even sooner and earn more through marketing performance monitoring and optimization. Monitor marketing performance and profitability across your entire store, ad accounts, and campaigns with break-even ROAS benchmark;Provide tailored optimization recommendations for your store and ads; Guide your profitable growth strategy with break-even revenue benchmark; Easily track real-time costs and profits; Predict your break-even timeline, required budget, and future profit based on achievable or hypothetical performance scenarios. Monitor marketing performance and profitability across your entire store, ad accounts, and campaigns with break-even ROAS benchmark;Provide tailored optimization recommendations for your store and ads; Guide your profitable growth strategy with break-even revenue benchmark; Easily track real-time costs and profits; Predict your break-even timeline, required budget, and future profit based on achievable or hypothetical performance scenarios. more Acquisition Analysis:Evaluate the performance of all your marketing channels Retention analysis:Uncover customer repurchase patterns and lifetime value Break-even analys: Uncover efficiency and revenue needed to break even Income statement:Income statement automation and simulation

5.0(Reviews)

AI insights for online / POS retail shops, time clock, staff performance, scheduling & commissions. ManageMate revolutionizes staff and payroll management for Shopify retailers. Integrating with Shopify POS simplifies payroll, time tracking, and commission management, including team-based commissions. With AI-driven insights and supplemental integration with Dor foot traffic analytics, ManageMate empowers smarter decisions and optimizes staffing. Backed by 24/7 support, it’s the ultimate solution for Shopify merchants to streamline operations, enhance efficiency, and gain centralized control ManageMate revolutionizes staff and payroll management for Shopify retailers. Integrating with Shopify POS simplifies payroll, time tracking, and commission management, including team-based commissions. With AI-driven insights and supplemental integration with Dor foot traffic analytics, ManageMate empowers smarter decisions and optimizes staffing. Backed by 24/7 support, it’s the ultimate solution for Shopify merchants to streamline operations, enhance efficiency, and gain centralized control more Seamlessly manage staff across multiple locations, ensuring sync operations Insights Dashboard: Real-time metrics for informed strategic decisions Easy integration with Payroll providers, streamline compensation management Easily clock in/out from any location with your Shopify POS Track your team's sales performance and incentivize them with commission plans

4.3(Reviews)

Financial management combining AI with certified financial and tax experts mazeed is a financial management platform tailored for small and medium-sized businesses. We combine AI with certified financial and tax experts to automate financial management so that business owners can focus on growing their businesses. mazeed is more than an accounting software. - Advanced mobile app - Inventory Management - Deep Financial Analysis - Expense Tracking - Automated Bank Reconciliation - Sales & Purchases Management - Profit & Loss Statements mazeed is a financial management platform tailored for small and medium-sized businesses. We combine AI with certified financial and tax experts to automate financial management so that business owners can focus on growing their businesses. mazeed is more than an accounting software. - Advanced mobile app - Inventory Management - Deep Financial Analysis - Expense Tracking - Automated Bank Reconciliation - Sales & Purchases Management - Profit & Loss Statements more FTA & ZATCA compliant AI-powered accounting platform Certified financial & tax experts Secure data archiving Dedicated account managers

5.0(Reviews)

Easily build custom reports and dashboards with metrics to visualize any data from your store. Mipler allows you to analyze your store’s performance with ease. Create reports and visualize data using various data points available in your store, such as metafields, tags, and other properties. Easily generate sales, financial, tax reports, customer analysis and inventory reports. You can also export data or send it directly to Google Sheets. To meet business requirements, you can create custom reports with personalized columns and calculations — including metafields and tags. Mipler allows you to analyze your store’s performance with ease. Create reports and visualize data using various data points available in your store, such as metafields, tags, and other properties. Easily generate sales, financial, tax reports, customer analysis and inventory reports. You can also export data or send it directly to Google Sheets. To meet business requirements, you can create custom reports with personalized columns and calculations — including metafields and tags. more Real-time support: Let us create your custom reports for you. Safely share any report using public links, no need for Shopify admin access. Send report as attachments (CSV, Excel, or PDF) via scheduled emails. Gain comprehensive insights using tags, metafields, and note attributes. Base your decisions on real-time sales, product, and customer data.

5.0(Reviews)

This app transfers your orders automatically every single day. Save time and avoid errors. This app connects your Shopify webshop to your Moneybird administration. That’s why you don’t have to manually type out data, since the orders are transferred automatically to Moneybird. This is a real-time connection. You indicate when a Shopify order is transferred: When it is created, paid or partially paid. The correct price-details (e.g. order details) and customer-details are transferred to Moneybird. All details can be found at www.webwinkelfacturen.nl/handleiding-shopify-moneybird. This app connects your Shopify webshop to your Moneybird administration. That’s why you don’t have to manually type out data, since the orders are transferred automatically to Moneybird. This is a real-time connection. You indicate when a Shopify order is transferred: When it is created, paid or partially paid. The correct price-details (e.g. order details) and customer-details are transferred to Moneybird. All details can be found at www.webwinkelfacturen.nl/handleiding-shopify-moneybird. more Transfer your orders automatically into Moneybird. This saves time and cost. The taxes and ledgercodes are assigned correctly in Moneybird, avoiding errors. You don’t have to type data in Moneybird and your webshop, so no double entry. Connect Shopify with your Moneybird software within 5 minutes!

4.3(Reviews)

Sync sales, inventory & more both ways with QuickBooks Desktop for accurate, effortless accounting. Simplify your ecommerce accounting with our powerful QuickBooks Desktop connector. Using QB Online? See our other Shopify app. Seamlessly sync your data both directions - customers, orders, purchase orders, payments, products, inventory levels, pricing & more. Scale your business easily as MyWorks automates your accounting. Tailor to your workflow with features like automap, custom field mapping, and advanced settings. Enjoy quick setup, user-friendly interface, and reliable support! Simplify your ecommerce accounting with our powerful QuickBooks Desktop connector. Using QB Online? See our other Shopify app. Seamlessly sync your data both directions - customers, orders, purchase orders, payments, products, inventory levels, pricing & more. Scale your business easily as MyWorks automates your accounting. Tailor to your workflow with features like automap, custom field mapping, and advanced settings. Enjoy quick setup, user-friendly interface, and reliable support! more Peace of mind with up-to-date, accurate data in both Shopify and QuickBooks Sync orders, customers, transaction fees, sales tax, refunds, inventory and more Advanced features like Purchase Order syncing & Shopify B2B support Manage syncing directly from within your Shopify admin Get started in minutes with our top-rated 24/7 Customer Support

5.0(Reviews)

Record all your sales, orders, deposits, inventory and fees into QuickBooks & Xero automatically PayTraQer automates your bookkeeping with a simple interface, intuitive workflow and improved accuracy. With PayTraQer, you will always get perfectly balanced books, updated inventory and better visibility on your cash flow. Your reconciliations will run without any friction. With accurate numbers at hand, you can foresee your cash flow and make smarter data-driven decisions. Set up PayTraQer, forget about your bookkeeping and focus on other business matters that need your presence. PayTraQer automates your bookkeeping with a simple interface, intuitive workflow and improved accuracy. With PayTraQer, you will always get perfectly balanced books, updated inventory and better visibility on your cash flow. Your reconciliations will run without any friction. With accurate numbers at hand, you can foresee your cash flow and make smarter data-driven decisions. Set up PayTraQer, forget about your bookkeeping and focus on other business matters that need your presence. more Sync all your Shopify sales, refunds, deposits and fees into QuickBooks & Xero Record complete details of the orders like Customer, Items, Shipping, Fees &etc. Advanced sync matches your bank deposits with sales reconciliation. Sync real-time orders, inventory quantities and prices into QuickBooks & Xero Intuitively calculates & assigns the accurate taxes for each order in Accounting

4.6(Reviews)

One-click profit calculations with detailed analytics and breakdowns. Make smarter/faster decisions. Skip the messy spreadsheets and get vital profit calculations and insights in one click. Making it easy to understand your store's financial performance. Get real-time reports and breakdowns for your store by order, by product, or overall. We sync with all your essential ad platforms (e.g. Facebook, Google, and more). We're also configured to work with stores that use VAT (Value Added Tax) or COD (cash on delivery). You can even view multiple stores together or separately in the same report. Skip the messy spreadsheets and get vital profit calculations and insights in one click. Making it easy to understand your store's financial performance. Get real-time reports and breakdowns for your store by order, by product, or overall. We sync with all your essential ad platforms (e.g. Facebook, Google, and more). We're also configured to work with stores that use VAT (Value Added Tax) or COD (cash on delivery). You can even view multiple stores together or separately in the same report. more Skip the spreadsheets and get automatic calculations with profit analysis. Advanced calculations, insights, and metrics. All in a customizable dashboard. Syncs with Facebook, Google, Bing, Tik Tok, Snapchat, and Pinterest ads. Aliexpress, Printful, Printify, CJ Dropshipping, Shiphero, "cost per item" sync. Uses historical currency rates along with real-time exchange rates.

5.0(Reviews)

Qoyod Connector, comply with ZATCA (Fatoorah) by automating invoices and showing Phase 2 QR codes. With just a few simple steps, shop owners can easily connect their Shopify stores to Qoyod, allowing for automatic creation of products, customers, and invoices in Qoyod. This helps store owners stay compliant with the new Zakat e-invoicing regulations with no complex steps involved. With just a few simple steps, shop owners can easily connect their Shopify stores to Qoyod, allowing for automatic creation of products, customers, and invoices in Qoyod. This helps store owners stay compliant with the new Zakat e-invoicing regulations with no complex steps involved. more Easy integration with Qoyod, Works with Online Store and POS Automatic creation of customers, products and invoices in Qoyod Show Phase 2 QR Code to customer emails to be compliance with ZATCA Fatoorah

0.0(Reviews)

Sync sales data to QuickBooks in an automated manner - individual orders or summary sync options Sync sales data to QuickBooks Online easily in an automated manner - Individual orders OR Summary sync options. With Individual Orders you can export all your Orders, Products & Customer data to QuickBooks Automatically. You can sync data to QuickBooks automatically or prefer to do it manually at your convenience. With Summary Sync our app will create one entry for each Payout from Shopify. and will create one entry per day for each of the other payment methods. Sync sales data to QuickBooks Online easily in an automated manner - Individual orders OR Summary sync options. With Individual Orders you can export all your Orders, Products & Customer data to QuickBooks Automatically. You can sync data to QuickBooks automatically or prefer to do it manually at your convenience. With Summary Sync our app will create one entry for each Payout from Shopify. and will create one entry per day for each of the other payment methods. more Individual Order Sync - Includes Customer, Products, Taxes and All details Summary Invoice Sync - Create Invoice by Payment method for Easy Reconciliation Automated Sync Process Very Easy Reconciliation

4.8(Reviews)

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About Income and balance Apps for Shopify

Income and balance apps are essential tools for Shopify merchants looking to enhance their store's functionality and improve customer experience. These specialized applications help store owners streamline operations, increase sales, and provide better service to their customers.

When choosing a income and balance app for your Shopify store, consider factors such as features, pricing, customer support, and compatibility with your theme and other apps. Reading reviews from other merchants can also provide valuable insights into the app's performance and reliability.

The apps listed on this page represent some of the best income and balance solutions available in the Shopify App Store. Each has been selected based on its functionality, user ratings, and overall value for Shopify merchants.