Export your data
Download your customers, invoices, quotes, payments and pricing as a CSV file.
You can download the lists in Finli as CSV files for your records or to bring into other software.
Export a list
- Go to the page you want to export: Customers, Invoices, Quotes, Payments or Pricing.
- Use the filters to show the records you want, for example a date range or a status.
- Select Export.
The file includes the records that match your current filters. Export appears once the table has at least one record, and is available on larger screens.
Screenshot to add: the Invoices page with filters applied and the Export button
You can also export a single customer's invoices, quotes or recurring invoices from the tabs on their profile, and download your settlements from the Settlements card on your dashboard.
Need help? Email support@finli.com.
Updated October 22, 2026