Accounts in a company’s name are not open yet.
Everything on these pages is in the same app a sole trader uses for their own work.
Statements
Export exactly the account and period your accountant needs.
Statements turn your activity into a file you can hand over: one account or all of them, the period you choose, in a format a spreadsheet or a program can read.
- CSV or JSONL
- Prepared in the background while you carry on
- A download link that works once
- “This month, as a spreadsheet” in one step
A file that answers the question you asked
A statement is only useful if it matches what you asked for. The app prints your choices back, and never hands you a link that no longer works.
The file says what it holds
You choose an account and a period, and the file contains exactly that. The statement’s row prints both back, so you can check it before you pass it on.
Two formats, two readers
CSV opens in a spreadsheet. JSONL puts one record on each line, for the software you or your accountant already use.
An expired download asks again
A download link works once and then closes. A statement whose window has closed says so and offers a fresh copy, instead of leaving a link that leads nowhere.
Month totals for one account
Filter Activity to a single account and each month shows what came in and what went out of that account alone.
Who you moved money with
Before you export, Insights shows the people and businesses behind a period’s payments.
See who you moved money with
Insights groups a period’s payments by the other side: suppliers, customers, your own accounts. It shows one currency at a time and never adds euro to USDC.
Every movement, filtered to one account
Activity is the one history of everything that moved. Filter it to money in, money out or a single account, and it groups the rows by day and by month. It never shows a grand total, and it tells you when you have reached the end.
