Accounting, Tax & Data Reports App Reviews

APP CATEGORY
SCORE
5
TOTAL RATINGS
5

Accounting, Tax & Data Reports App Description & Overview

Analyze, account, report & grow your sales

Analyze your total sales, Shopify fees, shipping cost, product cost, gross margin % & profits across multiple Shopify accounts. Know which products are your best performers and which customers are your key customers. Analyze marketing performance across all your products and account for the best results. Our reports are so accurance your finance team will use them.

Products Reports:
  • Analyze your products by total sales, orders, avg. price, shopify fees, product cost, profits, & more.
  • Filter your sales data by various time frames and compare performance
  • Drill into your data by keyword and analyze all product performance by that filter
  • Analyze product sales by variant, SKU, Brand
  • Filter or report by product details like size, mix, model, brand, ounces, etc.
Customer Reports
  • See which customers purchase the most
  • Know which customers drive the most profits
  • See a customers purchasing behavior over the last 5 years in a trend
  • Dive into any aspect of your customers data
Tax Reports
  • See your taxes paid broken down by country, state, or county
  • Trend taxes over time for any customer, customer group, marketing campaign, or custom data tag
  • Know which products are the most profitable given any tax rate
  • Compare shipping address/state vs. billing address/state.
Custom Filters
  • Filter into each linked account
  • Drill into Product Options, Custom Product Fields, Brand, SKU, Vendor, Product Type
  • Analyze inventory based on tags, collections, or account
  • See sales, fees, profits by payment status, currency, buyer country, buyer state
  • Filter by Coupon codes, Vendors, & Sales Channel ID
Marketing Performance
  • Analyze referral or paid search performance
  • Know which campaigns convert best and are the most profitable
  • See which customers come in through which campaigns
  • Catch referral sources you didn't know existed
  • Closed loop attribution available on any report
  • Analyze Coupons to see which one performed base & who used them
Order Management
  • See orders appear in real-time
  • Link multiple stores together and manage inventory across them
  • At a glance order level analytics help you dive into your reports
Account management:
  • Link multiple accounts together
  • Link PayPal or Shopify to get extra details
  • Invite staff members to your account
  • Share access to your data and control who can see what
Manage & save your data:
  • Export via CSV across multiple stores
  • Bring your charts & data out into CSV format
  • Customize your data & export it all quickly
  • Setup the perfect report and easily save it to CSV
Integrations
  • Analyze sales on eBay, Walmart, or other channels
  • We support inkFrog, Codisto & CedCommerce
  • Link ShipStation so you can compare label cost

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App Name Accounting, Tax & Data Reports
App Category Store Management
Published
App Price Free plan available
Support E-Mail success@payhelm.com
App Website https://payhelm.com

Accounting, Tax & Data Reports Features

Accounting for sales, orders, inventory, tax, profits, & more..

Analyze your Products

Analyze your sales, taxes, fees, profits and more for each of your Products. Drill into your SKUs, Variants, Tags, Vendors, & collections.

Know your Customers

Analyze 10+ years of past customer purchasing. Analyze product purchasing behavior. See customer groups across multiple Shopify stores.

Measure Profits, Taxes, Fees

Customize finance reports by total sales, shipping cost, transaction fees, taxes, product cost, and know your profit. Export any data set.

Accounting, Tax & Data Reports App Integrates with:

Walmart InkFrog Slack Cedcommerce EBay

Accounting, Tax & Data Reports Comments & User Reviews 2024

(Canada)

5 Stars because of the amazing response and support. Andrew in particular listened and implemented some of my suggestions, what more could you ask for. This app is well worth checking out.

(United States)

The app is really streamlined and has tons of analytics options, but the customer service is an absolute standout! Andrew was so helpful and he actually customized the app to do what I needed.

(United States)

The best accounting app I've used by far! I'm very impressed with the accuracy of numbers (total,sales,etc).. Very simple to use!

(United States)

Great app. I especially want to say thanks to the support team, who almost immediately answered me and helped with all my questions!

(United States)

THIS APP IS EVERYTHING! Seriously! It offers all of what I need and more.... Super easy interface. Fast responses from support. By far the best integration for me and my business! Thank you.

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Accounting, Tax & Data Reports App Tips, Tricks and Rules

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Accounting, Tax & Data Reports Screenshots & Images

Accounting, Tax & Data Reports shopify app screenshot images, pictures.

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