How-to
How do you export invoice data to CSV?
To export invoice data to CSV: filter to the invoices you want (by entity tag if you track per client or company), then export as CSV or JSON. Because the fields were verified during extraction, the file is ready to drop into your books or a spreadsheet without a cleanup pass.
1. Filter to what you need
Narrow to the set you want to export. Entity tags let you pull just one client, location, or company, so you are not exporting everything and deleting rows later.
2. Pick CSV or JSON
CSV drops into a spreadsheet or most accounting tools. JSON suits anything programmatic. Both carry the same verified fields: vendor, invoice number, dates, tax, totals, and line items.
3. Use the file, or automate instead
The export is clean because each field passed dual-model agreement and math checks before it left. If you would rather not export by hand, signed webhooks and the REST API push the same data to your systems as invoices complete.
Common questions
Can I automate the export instead of clicking each time?
Yes. Signed webhooks fire as invoices complete, and the REST API lets you pull verified invoice data on your own schedule.
Keep reading
Turn your next invoice into verified data
Free for 10 invoices a month, no card. Every field carries a confidence level and cites its source.