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IWV Digitalagentur

Finance Manager

Description

Highlights

  • User-friendly interface for entering income and outcome invoices
  • Ability to upload supporting documents, recognized and detected by AI
  • Option to download uploaded documents for reference
  • Comprehensive filtering options by price, date, source, and more
  • Data export functionality in CSV format for easy reporting and analysis

Features

  • Transaction Form: A simple form interface for entering both income and outcome invoices, ensuring all necessary information is collected efficiently.
  • Document Upload: Users can upload receipts or related documents for each transaction, with the system recognizing various document types to ensure proper categorization.
  • Advanced Filtering: Quickly find relevant entries by filtering expenses and incomes based on criteria such as price range, transaction dates, and source types.
  • CSV Export: Effortlessly export gathered transaction data in CSV format for external usage, reporting, or further analysis.
  • Raw Data Upload: For users with large datasets, the option to upload raw data through a command line is available for self-hosted installations, streamlining the bulk entry process.
  • Statistics Generation: Gain insights through valuable statistics that help users analyze their financial records.
  • Category & Tag System: Organise transactions efficiently with categories (e.g. Marketing, Hosting, Shipping Costs) and custom tags for advanced filtering and simplified tax preparation.
  • Dashboard with Advanced Charts: Visualise income and expenses over time, see expense distributions by category, and identify top income sources and major expenses with interactive charts.
  • OCR Enhancement with AI Learning Feedback: Automatically extract data from uploaded documents and improve AI recognition accuracy over time through user feedback, reducing manual entry and saving valuable time.

About the Extension

The Expense Manager Plugin for Shopware is a powerful tool designed to help merchants and administrators efficiently track, manage, and analyze all financial transactions directly within the Shopware administration interface. This comprehensive and user-friendly plugin provides an intuitive form for entering both income and outcome invoices, supports document uploads with AI-powered data extraction, and offers CSV export for seamless reporting. 


With the Expense Manager Plugin, users can categorise and tag their transactions for organised bookkeeping, leverage advanced filtering to locate records instantly, and visualise data with interactive dashboard charts for actionable insights. The integrated AI OCR learning feature ensures document recognition accuracy improves continuously, saving valuable time and reducing manual entry errors. Whether managing daily operational expenses, analysing profitability trends, or preparing for tax reporting, this plugin streamlines financial management for your Shopware store.


This extension uses only local LLMs, requires no external APIs or credentials, and incurs no additional costs beyond the application itself.

Details

  • Available: English, German
  • Category: Administration

About the Extension Partner

IWV Digitalagentur

IWV Digitalagentur

Partner Status

  • Shopware Premium Extension Partner Shopware
    Premium Extension Partner

Details

  • Ø-Rating: 5

    Average rating of 5 out of 5 stars

  • Partner since: 2019
  • Extensions: 27

Support

  • Based in: Germany
  • Speaks: German, English
  • Response time: Very quickly