What you can do today

  • Download table results as XLSX, CSV or rich JSON.
  • Keep Data, Sources and Exceptions in table workbooks.
  • Export invoice registers, line items, sources, exceptions and review state using saved workbook setups.

A register your team already uses

Import a client spreadsheet layout, map supported invoice fields, and download a workbook after reviewing the batch.

Supported scope and limits

  • CSV is a flat data format; use XLSX or JSON when you need richer provenance.
  • Downloading a workbook does not post transactions to an accounting system.
  • Export formats and layouts differ between table and invoice workflows.

Planned extensions

  • Versioned output schemas and configurable field transformations.
  • Destination connectors with retries and delivery receipts.
  • API-ready structured output across more document types.

How to check the result

  • Open the downloaded file in the destination application.
  • Check numeric types, dates, leading zeros and missing values.
  • Retain source and exception sheets when handing the data to another person.