Financial Reports
Learn about your P&L, Balance Sheet, and Cash Flow.
By Emily and 1 other2 authors33 articles
- Understanding your Chart of Accounts
- Recording Journal Entries in FinaloopLearn how to add or adjust journal entries in Finaloop
- Reading your Profit & LossYour P&L shows what your business earned and spent in any period, split by the channels and revenue streams you actually run.
- How Finaloop Calculates and Reports Ad Spend
Dashboards
All your financial data, in one centralized view
- Why Your Sales Numbers Look Different on the Dashboard vs. the P&L
- Why Your Returns Look Different on the Dashboard vs. the P&L
- Profitability DashboardsLearn how to use Finaloop's financial dashboards effectively to always have the metrics you need to grow your profit
- SKU Analysis DashboardLearn how Finaloop’s SKU Analysis Dashboard calculates SKU-level profit, margins, and costs across Shopify, TikTok Shop, and wholesale to help optimize product strategy.
- Dashboard Peer Benchmark FAQ
- Channel Performance Dashboard
- Understanding lifetime value (LTV)See what your customers are worth over their whole relationship with you, so you know how much you can afford to spend to win one.
Understanding my sales
Learn more about where your sales numbers are coming from
- Sales Reconciliations in FinaloopLearn how Finaloop reconciles sales end to end
- Wholesale, Retail, and Other B2B SalesLearn how Finaloop supports your B2B sales channels, whether you sell through Shopify, EDI, or want to send your invoices through Finaloop.
- Understanding Sales from Payment ProcessorsUnderstand why you might see Sales - PayPal, or Sales - Stripe in your P&L
- Where are my Shopify numbers coming from?Learn about how we calculate and reconcile your Shopify numbers in your P&L and Balance Sheet.
- Finaloop's Shopify Integration Deep-DiveUnderstand all the data we sync from Shopify and exactly how the ins and outs of our Shopify integration works
- Tracking and Managing Shopify Orders, Refunds, and CancellationsHow Shopify orders, refunds, cancellations, and fulfillments flow into Finaloop, and how to manage your unpaid or open orders
- Shopify Gift Cards in Finaloop
- How Finaloop’s Amazon Integration Works
- Amazon Deferred Transactions New Policy - Update & ImplicationsImportant information about how Amazon's recent reporting changes can impact your financials
- How to sync TikTok Shop sales with FinaloopOur TikTok Shop integration automatically pulls sales, discounts, fees, and payouts into your books and reconciles with TikTok Seller Center
- Where are my Etsy numbers coming from?
- Syncing Faire Sales with FinaloopLearn how Finaloop supports sales through Faire
- Understanding customer balances (Accounts Receivable)
- Managing B2B and wholesale invoicesLearn how to create, update, and track your B2B and wholesale invoices in Finaloop.
- Getting Paid with Finaloop's Online Invoice PaymentsAdd a secure, easy-to-use payment link directly to your invoices—so your customers can pay you online in just a few clicks.