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Export Center

The Export Center is your central hub for generating and downloading financial intelligence data. Whether you need pre-configured reports for your accountant or custom data extracts for your own analysis, the Export Center provides flexible options to export your data in multiple formats (CSV, Excel, JSON).

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Ready-to-go Reports

The Export Center offers pre-configured packages designed to save you time and provide exactly what you need for common financial tasks.

  • Accounting Package: Downloads a comprehensive Excel file containing two sheets: a full Profit & Loss report and a detailed Payment Log. This is ideal for monthly bookkeeping and cash flow tracking.

  • Tax Preparation: Generates an Excel file with your current year's expenses, categorized and filtered to include only outgoing transactions. This gives your tax agent everything they need to file your returns.

  • Bank Reconciliation: Creates a CSV file containing your transaction history formatted to match standard bank statements, making reconciliation a breeze.

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Custom Export Builder

If you need specific data points or formats, you can use the Custom Export Builder to mix and match sources, formats, and filters.

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Step 1: Data Source

Choose the primary type of data you want to export:

  • Payment Log: Detailed transaction history.

  • Profit & Loss: Accrual revenue, cash collections, expenses, and net profit.

  • Cash Flow: Daily inflow, outgoing cash, and net liquidity.

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Step 2: File Format

Select the file format that best suits your needs:

  • CSV: A plain-text format that works in any spreadsheet app.

  • Excel (.xlsx): A formatted spreadsheet ideal for accountants and advanced analysis.

  • JSON: Structured data format perfect for developers and integrations with other systems.

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Step 3: Configuration

Customize your export based on the selected data source:

  • Payment Log Options: Choose the breakdown level (Raw Transactions, Daily Summary, Weekly Report, By Category, By Payment Method). You can also toggle Expenses Only to filter out all income transactions.

  • Date Range: Select from quick presets (e.g., This Month, Last Quarter, This Year) or define a custom date range.

Once configured, simply click Generate to download your custom report.

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