Bulk import from CSV and Excel
Import expenses and income from CSV, Excel, and text files.
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How bulk import from CSV and Excel works in Finsense
Import expenses and income from CSV, Excel, and text files.
Migrate your data fast with Finsense's bulk import module. Upload a CSV, TXT, XLS, or XLSM file, map columns to system fields, review the data, and import with one click. Supports automatic duplicate detection and currency conversion.
Imported records become a full part of the system, flowing straight into expenses, income, reports and budgets — on par with manually entered data. And for PDF invoices and bank statements, the AI document import with OCR reads them for you.
Key Capabilities
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Start your free 14-day trial — no commitment — and see what this module can do for your business.
14 days full access · No commitment · Cancel anytime