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 DashboardsRead the Profitability tab of your Finaloop Dashboard, from net sales through contribution margin to earnings before interest, taxes, depreciation and amortization (EBITDA), so you can see where your margin…
- 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
- Customer lifetime value in FinaloopSee what your customers are worth over their whole relationship with you in Finaloop, after product and delivery costs, so you know how much you can afford to spend to…
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: what changed for your booksUnderstand how Amazon's deferred-transaction reporting changes moved sales between periods in Finaloop Core from 2024 to 2026, and how to handle it with your CPA.
- 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 records your Faire sales and COGS, whether Faire is connected to Shopify or not.
- Understanding customer balances (Accounts Receivable)
- Managing B2B and wholesale invoices in FinaloopTrack, filter, export and act on your B2B and wholesale invoices in Finaloop so you always know what customers still owe you and where each invoice stands.
- Getting paid with Finaloop's online invoice paymentsAdd a secure Stripe payment link to your Finaloop invoices, so your customers can pay you online in just a few clicks.