Export Templates

Export statements in ready-to-import formats for your accounting software.

How Templates Work

Upload Statement

PDF or CSV from any bank

Auto Extraction

AI extracts all transactions

Apply Template

Data mapped to format

Ready Download

Excel/CSV ready to import

QuickBooks

Native format for direct QuickBooks import

Colunas:

DateDescriptionAmountBalanceReference
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Xero

Compatible with Xero bank reconciliation

Colunas:

DatePayeeDebitCreditBalance
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Generic Excel

Universal format for Excel analysis

Colunas:

DateValue DateDescriptionDebitCreditBalance

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