Use cases · Finance
Export the quarter for your accountant
This quarter's issued invoices, as a spreadsheet, in one sentence.
- Best for
- Owners who hand the books to an outside accountant.
- You give it
- The period and what you need.
- Where it runs
- Chat
- Needs
- Any plan with the module on.
How it runs.
- Ask in the chat.
- The Agent builds the file from the rows you may read.
You get
An XLSX or CSV file, ready to download.
You decide
Exports always wait for a person.
Say it in the chat
Export this quarter's issued invoices as a spreadsheet.
Change the words in brackets. Nothing is sent until you press Enter.
More for financeFor finance teams
- Quotes & invoicesQuotes, invoices and paymentsWhere this lives
- Invoice an accepted quoteThe invoice from the quote your customer accepted, in full or in parts.Chat · App
- Match one payment to its invoicesOne transfer, several invoices, each marked paid or part paid.Chat · App
- Chase late payments, one reminder per invoiceEvery overdue invoice gets its own reminder, from your own address.Chat · App
Give the Agent this job.
Start free, and see the result wait for your yes.