The Smart CSV Templates and Unified Accounting Export Page help you manage and export your financial data more efficiently.
These features give you full control over how your data is organized, formatted, and exported — whether or not you use an accounting integration.
You can view all transactions in one place, download CSV reports in your preferred format, and save reusable templates for ongoing use.
How It Helps
Single export view: Access both exported and unexported transactions from one page.
Flexible CSV downloads: Export data in the format that fits your accounting or reporting needs.
Smart templates: Create and save custom templates for faster, consistent exports.
Simplified setup: Only a payment account is required to enable manual exports.
AI-ready workflow: Built-in options to connect with Pemo’s AI-powered accounting tools when you’re ready.
Why Use It
Save time: Avoid repetitive export setup each month.
Stay organized: Keep your export structure consistent across teams and systems.
Gain visibility: Quickly access and filter all your transactions from one location.
Stay flexible: Export data whether or not your accounting system is connected.