Create CSV files, export reports, email requested data. Every one is ready to run, and you can adjust it in plain language.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.
Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.
See new and changed customers in your list, plus a report of entries needing your review after a JSON export.