The matrix
Use this table as the definitive reference for which export exists, in which format, and where to trigger it.
| Export | Format | Where |
|---|---|---|
| Invoice list for a period | CSV (18 columns, ECB base amounts) | Invoices → VAT Return Preparation |
| Posting-batch hand-off for accounting software | CSV | Invoices → VAT Return Preparation |
| Invoice list, printable | Invoices → VAT Return Preparation | |
| Single incoming invoice | API only today — no in-app button yet | |
| Sales invoices you issue | PDF (generated on finalisation) | Sales invoicing |
| Accounting reports (5 sheets) | XLSX | Advisor Reports tab per client (company-side access is API-only today) |
| Income & expenses by category | CSV | Advisor Reports tab |
| Bank transactions | CSV (22 columns, masked IBANs) | Advisor Reports tab |
| All receipts (original files) | Encrypted ZIP | Advisor Reports tab |
| Company data export (full archive) | Encrypted ZIP of CSVs + JSON + reports | Settings → Data Export; advisor Reports tab |
| Advisor bulk export (up to 25 clients) | ZIP of one CSV or PDF per client | API only today; per-client exports live on the Period tab |
| Personal account data (GDPR right of access) | JSON | Account settings |
The mobile app additionally exports the invoice list as CSV (plus a second format your accountant's software imports) straight into the iOS share sheet.
Format details worth knowing
Invoice CSV. 18 columns: invoice number, invoice and due dates, vendor, net / VAT rate / VAT / gross, currency, base currency, exchange rate with source and date, base-currency net/VAT/gross at ECB rates, status, and category (as a readable English label).
Posting-batch CSV. The simplified hand-off file for your accountant's accounting software. Includes a payment-evidence column (payment date + masked IBAN of the paying account) and appends a warning list of invoices marked paid without payment evidence.
Bank-transactions CSV. 22 columns including date, description, amount, currency, counterparty, reference, category, match status and confidence, and the matched invoice — split and bundled payments included.
Company-export CSVs. UTF-8 with BOM, semicolon-delimited, ISO-8601 dates — they open cleanly in Excel and import into most accounting tools. Every file in the ZIP is hashed (SHA-256) in a manifest so recipients can verify integrity.
IBAN masking. Every CSV masks IBANs to the first 4 and last 4 characters (e.g. CY17********************7600). This applies to account, counterparty, and partner IBANs alike.
XLSX accounting reports. Chart of Accounts, Profit & Loss, General Ledger, Trial Balance, and a financial-position sheet — draft summary by default, a proper Balance Sheet when a tax advisor maintains the ledger. See accounting reports as Excel.
Encrypted ZIPs and single-use links
The All-Receipts ZIP and the Company Data Export are AES-256-encrypted, with the password shown exactly once on screen (never emailed, never stored in plaintext). Delivery is a direct download or an emailed single-use link valid 24 hours; direct re-download tokens last 1 hour. Full walkthrough: download all receipts as a ZIP.
Filtering and gating
- Period filtering is available on the reports and invoice exports (from/to dates; reports default to the current calendar year). Invoice exports filter by invoice date. The two full-archive ZIPs (all receipts, company data) always cover everything — they take no date range.
- Basis: the accounting reports and income/expense exports support accrual (default) or cash.
- Access is controlled by role: Owner, Admin, and Bookkeeper on the company side; connected tax advisors for the advisor-side exports.
What does not exist (yet)
To save you the search:
- Official tax forms — no country VAT form is generated. The VAT Return Preparation page produces preparation data (totals by rate), not a filing.
- Income & expenses as PDF — that report is CSV-only today.
- Receipt images inside the advisor bulk export — the bulk ZIP carries invoice lists only; originals come via the per-client All-Receipts ZIP.
The one JSON export
The personal account data export (GDPR right of access) is deliberately JSON: lossless, complete, machine-readable — the properties a right-of-access file needs. It covers your personal user data, not the company's books. If you ever need it in a spreadsheet, Excel imports it via Data → Get Data → From File → From JSON. For business records, use the CSV/PDF/XLSX exports above instead.
Related
- Export your records for year-end — which exports to combine at year-end
- Accounting reports as Excel (XLSX) — the five-sheet workbook
- Download all receipts as a ZIP — the two encrypted archive exports
- Bulk export as a tax advisor — the multi-client ZIP
- Create and send an invoice — where sales-invoice PDFs come from