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CloudFO: AI Finance Colleague
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Find Shopify Stores Using CloudFO: AI Finance Colleague
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Why Choose CloudFO: AI Finance Colleague?
Reduce Support Tickets
Automate customer communications and reduce WISMO inquiries by up to 40%
Branded Experience
Create fully customized tracking pages that match your brand identity
24/7 Support
Get help whenever you need it with round-the-clock customer support
Pricing Plans
Pro
Unlimited app integrations, Weekly finance review, Unlimited reviewers, 1 business bank account, Quarterly reports
Choose PlanBusiness Plus
Unlimited app integrations, Weekly finance review, Unlimited reviewers, 5 business bank accounts, Monthly, quarterly and annual reports
Choose PlanKey Features
- Advanced reporting capabilities
- Advanced sales capabilities
Frequently Asked Questions
Shopify App Installs
No new installs recorded in the last 12 weeks
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A2X – QuickBooks (QBO) & Xero
Have confidence in your numbers with accurate & automated ecommerce accounting in QuickBooks or Xero A2X makes reconciling your Shopify payout data in QuickBooks Online (QBO), Xero, Sage, or NetSuite a breeze. Every Shopify transaction – sales, fees, taxes, refunds, gift cards, and more – is categorized into accurate summaries that reconcile perfectly with deposits in your accounting software. Leading merchants, accountants, and bookkeepers trust A2X to save hours on their bookkeeping, accurately track their taxes & COGS, increase the quality of their P&L, and gain true financial visibility. A2X makes reconciling your Shopify payout data in QuickBooks Online (QBO), Xero, Sage, or NetSuite a breeze. Every Shopify transaction – sales, fees, taxes, refunds, gift cards, and more – is categorized into accurate summaries that reconcile perfectly with deposits in your accounting software. Leading merchants, accountants, and bookkeepers trust A2X to save hours on their bookkeeping, accurately track their taxes & COGS, increase the quality of their P&L, and gain true financial visibility. more Accurately track your Shopify payout data in QuickBooks, Xero, Sage, or NetSuite Avoid overpaying taxes by assigning tax rules to every Shopify transaction type Stay on top of COGS by matching your cost of goods sold with your Shopify sales Streamline your B2B workflow by syncing wholesale orders with your GL Automate your ecommerce accounting for every channel you sell on including POS
Data Export IO: Report
Prebuilt and Custom Reports to Automate Repetitive and Frustrating Data Tasks Instantly access reports to analyze any store data: sales, inventory, shipping, fulfillment, payouts, tax, customers, refunds and more. Build custom reports with meta fields, line item properties, note attributes and any field from your store API. Add calculations and formulas for unique data fields. Save, edit and rerun unlimited reports. Automate everything by scheduling reports in the format and destination you choose. Short on time? We are one click away from setting up your reports for you. Instantly access reports to analyze any store data: sales, inventory, shipping, fulfillment, payouts, tax, customers, refunds and more. Build custom reports with meta fields, line item properties, note attributes and any field from your store API. Add calculations and formulas for unique data fields. Save, edit and rerun unlimited reports. Automate everything by scheduling reports in the format and destination you choose. Short on time? We are one click away from setting up your reports for you. more Custom report fields from store API, with calculations Editable prebuilt report templates for every operation Export reports as Sheets, Excel, CSV, JSON, TXT or shareable link Schedule automated reports to email, FTP, drive or Sheets All report types from sales, marketing, inventory and more in one library
Report Pundit: Custom Reports
Build custom reports, automate reports & analytics, and reconcile data from key integrations easily Report Pundit is an advanced custom reports and analytics tool for your store. Generate custom reports & dashboards from 150 pre-built sales, payout, profit, customer, markets, POS, refund report, tax reports, inventory reports, fulfillment reports, financial reports, accounting reports & multi-currency. Refine with filters, calculated columns, custom metrics, & custom API fields. Pull data from metafields, tags, & line items. Export, schedule, & share to Excel, CSV, PDF, Slack, & Google Sheets. Report Pundit is an advanced custom reports and analytics tool for your store. Generate custom reports & dashboards from 150 pre-built sales, payout, profit, customer, markets, POS, refund report, tax reports, inventory reports, fulfillment reports, financial reports, accounting reports & multi-currency. Refine with filters, calculated columns, custom metrics, & custom API fields. Pull data from metafields, tags, & line items. Export, schedule, & share to Excel, CSV, PDF, Slack, & Google Sheets. more Better Reports & Advanced Reports: Automated custom email reports and save hours AI Insights & Analytics via MCP: Analyze Shopify data in Claude & ChatGPT Access data from tags, metafields, line-item properties & payout reconciliation Multi-Store Reports: Get one view of sales across stores, Markets & currencies Export, Automate & Email/Schedule Reports: Excel, CSV, PDF, Slack & Google Sheet
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