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CSV export (UW table)

The fastest way to get a structured spreadsheet of the bank statement data.
month_as_row (default):
month_as_col (pivoted):
The pivoted format uses the combined account (account_id=0) per statement, which is the aggregate of all accounts in that month. Good for pivot tables in Excel or Google Sheets. Exclusions are applied before the CSV is generated. Excluded documents and accounts are omitted. In Python:

Excel export

Returns an .xlsx file using your org’s spreadsheet template.

JSON analytics

Use /analytics for the full structured data. See working with analytics for field details.
Credit report data:
Tax data:

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