Docs · CORE

Financial Reports & Export

Run spending, income, and cash flow reports by date range - then export CSV for your accountant, tax software, or board package without reformatting spreadsheets.

CORE

How it works

  • Transactions and receipts accumulate with categories and tags.
  • Open Reports to pick cash flow, spending, or income views.
  • Filter by date range, account, category, or entity.
  • Export CSV or use API endpoints for automated pipelines.

Key capabilities

  • Historical cash flow with inflow/outflow breakdown
  • Spending by category and merchant trends
  • Income summary for 1099 and payroll reconciliation
  • CSV export and API access on Pro and Enterprise
  • Multi-entity consolidation on Enterprise plans

Best for

  • Year-end tax prep and accountant handoff
  • Monthly close packages for finance teams
  • Founders sharing burn and runway with investors
Run your first reportOpen Reports← All docs