Streamlined

Powerful B2B invoicing for wholesale

by Streamlined Financial Inc. · Launched: August 2021 · Free plan available.

4.4 (7) on Shopify Built for Shopify

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Powerful B2B invoicing. Make wholesale invoicing a seamless extension of your online store.

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About Streamlined

Streamlined is a powerful B2B invoicing app that syncs seamlessly with Shopify & QuickBooks. We’re here to help you scale your wholesale and omnichannel sales, without getting caught up in a ton of admin. Streamlined is as flexible as you need it to be.Generate invoices automatically from your Shopify sales. Set the payment terms your customers need. Send auto-reminders to keep everything on track. And get a clear overview of accounts receivable so you always know exactly who owes what, when. Automatically creates a new invoice whenever someone places an order Gives you a clear view of accounts receivable, so you know exactly who owes what Auto-reminders and a monthly statement of accounts let you stop chasing payments Automatically syncs payments including ACH, paper checks, and wires Syncs with QuickBooks & NetSuite for easy bookkeeping Show more Show less

Last verified: July 17, 2026 · Fresh

App details

Developer: Streamlined Financial Inc.
Category: Orders & shipping
Pricing: Free plan available
Launched: August 2021
Rating: 4.4 (7) on Shopify

Key features

Powerful B2B invoicing
Make wholesale invoicing a seamless extension of your online store

Integrations with:

API Access, Oracle NetSuite, Quickbooks Online

1 plan · starts free

Free

Plans and prices as listed on the Shopify App Store.

Ratings & reviews

based on 12 Shopify App Store reviews

Use the arrows to read individual reviews

Really useful for accepting partial payments and payments via wire and ach.

— Drone Deer Recovery

This app has been very good to work with. Excellent communication and a great team that has been the best to work with when we have questions or need help navigating through the platform. I would recommend this to any business that prioritizes relationships with their partnerships.

— Agri Spray Drones

So much better than anything else we've used. It seems like it should be crazy easy to send a legitimate-looking invoice through Shopify but of course it's not. And since it's 2023, it should also be crazy easy to offer different payment terms via an electronic invoice but of course it's not. Streamlined has solved those problems for us and given us the ability send invoice reminders which is huge...

— Spinnaker Chocolate

BEWARE when signing up that you know everything about how they connect to your Stripe account! Had a horrible time getting my account deleted!! Seems to be a valid service but do your due diligence. Thank you guys for straightening that out! Changed to 5 stars ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

— Brent Wallace

I have worked with many businesses and teams in a variety of industries and capacities. Streamlined, Boris, and his team are in the top .1% of that list. I was torn when writing this: between putting an immediate and emphatic "5 stars", or just putting "1 star" so that we may keep Streamlined to ourselves for longer (yes, twisted I know! ) Do yourself a favor now, and work with Streamlined if you'...

— Jumbo Time Wines

The customer support is so amazing. Anissa is the best - always responsive & ready to hold my hand through anything. I love that you can sync this to Shopify & Quickbooks, making invoice tracking really easy.

— Uproot Teas

To say they streamlined our AR process would be an understatement, and a bad pun. It's a great platform. Both intuitive to use for the whole team, and supported by a great troubleshooting team. If there is an issue, it gets fixed, and by a person you can speak to. They have created a wonderful product and I recommend it to all. Five stars.

— Ghia

Such a great tool for us to pull in all our wholesale orders and monitoring it correctly. The dashboard is very helpful and customer service is great!

— HEY, HOOPLAH!

For months, my small business which distributes tooling products to B2B customers was struggling to use Shopify as our point of sale system due to our difficulty in managing accounts receivables with Shopify, and the unreliable nature of most apps that sync Shopify with our accounting system. Bill.Com is for AP what Streamlined is for AR - and should be considered by any B2B businesses on Shopify.

— KAIROS TOOLING - NEW TOOLS

Delivers on its promise! We handle all of our wholesale through Shopify and Streamlined make it so much faster and easier to manage - form a full integration into Shopify to tons of features like remote check deposit and unique account numbers for each customer, Streamlined saves us hours and speeds up payment. 5 stars.

— Burlap & Barrel

I DO NOT RECOMMEND THIS APP. IT CAN MAKE YOU LOOSE MONEY AND SLOW YOUR BUSINESS. We have had a problem with a process it does, which is that when Streamlined does not notify Shopify when an order has payment being processed. THIS HAS COSTED US DEARLY IN OUR BUSINESS. We contacted Streamlined to try to get is solved, then we hired our own programmer to do it, but they do not have proper documenta...

— Agri Spray Drones

BEWARE OF THIS APP! I installed it thinking it was free, and it would help manage my business better. After installing it, and getting my bank account and stripe account set up. Immediately started to sync it with my open orders, and it starts sending email reminders. Good right? NO! The company suspends my account out of no where with no explanation. A generic, sorry we can't work with you. Keep...

— Maverick Office Supplies

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