You can manually download your Aspire business account statements into your preferred accounting tool or export format.
There are many 3rd party accounting tools available. While we do not integrate directly with every one of them, you can still send your Aspire business account statements into your accounting tool manually, using the Export Data feature of Aspire.
Follow the steps below on how to export your Account Statements:
- Click on "Transactions" and then "Export". Or you can directly click on Export Data under ACCOUNTING on the left side menu on Aspire
- Apply the filters for your data, including account, date, transaction type and more
- Select the Export Format and FileType. Formats available are Deskera, Freshbooks, Jurnal, Peak, Sage 50, Wave, Zahir, Zoho Books, Xero, QuickBooks, Osome, and NetSuite
You can import these files directly into the Bank Statement or Bank Feed section of your accounting tool, for the specific Bank Accounts.
Note: You can only export your account statement within a certain period when you have made a transaction.
For an empty account statement, please reach out to our Care team via the chatbox, by also providing the statement period that you would like to see in the letter.
Accounting Statement Formatting
The following fields will be exported as part of the Default .CSV file from Aspire
- Transaction ID - UUID of the transaction
- Type - debit or credit
- Amount <currency> - total amount of the transaction
- Counterparty - counterparty of the transaction
- Reference - transaction reference
- Budget - if available
- Category - Aspire spend category
- Internal Note - if available
- Balance <Currency> - balance of the account after the transaction
- Timestamp - YYYY-MM-DD HH:MM:SS
- Card holder - card holder name, if transaction is from the card
- Card name - name that is put on the card, depending on its usage
- Card number ending with - last 4 digits of the card
Questions? Reach out in the chat at the bottom right corner of the screen.
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