Can I export financial data?

Yes. Go to Settings and open the data export tool to pull your financial data out of Nassima.

Select the Finance dataset, and the export brings together:

• Invoices
• Payments
• Expenses
• The customer ledger
• The vendor ledger

Set the date range you need, and Nassima generates the file as a spreadsheet you can open directly or hand straight to your accountant.

Only one export can run at a time, so if one is already generating, let it finish before starting the next.

For a lighter, AI-composed take built from a conversation instead of this export file, see AI-generated reports and analytics.

Exporting your other business data, such as client records or activity history, for backup, migration, or general analysis is covered separately under Bulk data exports.

However you need it, your financial data comes out as one clean spreadsheet, ready whenever your accountant asks for it.