Excel and CSV export

The universal export. Every document, invoice and bank transaction with its full VAT breakdown in XLSX or CSV, ready for any accounting software, a pivot table or your accountant’s own templates.

StatusExport ready

How it works

  1. 1

    Choose the period and the type of records: invoices, invoice lines, expenses, receipts, bank transactions or contacts.

  2. 2

    Download the file. CSV is saved in UTF-8 with semicolons, so it opens directly in Excel.

  3. 3

    Check the figures in Excel or a pivot table.

  4. 4

    Import into your accounting software or share it with your accountant.

What is transferred

  • Documents with supplier, date, number, net, VAT and gross per rate
  • Category and account code from your chart of accounts
  • Bank transactions with match status
  • Links to the document images

Frequently asked questions

Can I save a column set?

Not yet. Each record type has a fixed set of columns; saved column templates are on the roadmap.

Which encoding is used?

UTF-8 with a byte order mark, so Excel shows accented characters correctly. Other encodings, such as Windows-1250 or Windows-1252, are not offered yet.

Is there an API instead?

Business includes API keys for your own scripts. Webhooks are not available yet.

Get early access

Tell us your country and the software your accountant uses. We set up the account with the right exports.

Get early access

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