Turn an answer into an inline chart, spreadsheet, slide deck, PDF or CSV. Every format uses the same result, so the downloaded figures match the conversation.
Export the report currently on screen in the format the next workflow needs.
From source record to answer
Open any total until you reach the documents behind it.
Reporting, project analysis, exchange rates and period controls all read the same records and respect the same accounting boundaries.
Availability
Included on every plan
Part of
Understand and close the books
Try asking
Chart my income by month and put it in a spreadsheet
Make me a two-slide summary of this quarter
Frequently asked questions
How does this feature work?
Turn an answer into an inline chart, spreadsheet, slide deck, PDF or CSV. Every format uses the same result, so the downloaded figures match the conversation.
Which plan includes this feature?
Included on every plan. The pricing page shows the current plan boundary and any usage allowances.
Can I use the invoiso assistant with this workflow?
Yes. The in-app assistant can work with the records available to your plan and previews changes before applying them. For example: “Chart my income by month and put it in a spreadsheet”.
