CSV

Overview

With CSV integration, users can seamlessly import and export structured financial data for analysis. Simple Integration: Upload CSV files directly or set up scheduled syncs for automation. Custom Dashboards: Visualize imported data in tailored dashboards for scenario analysis. Automated Reporting: Generate dynamic insights and reports based on CSV inputs. Data Mapping & Cleaning: Auto-detect formats, validate entries, and structure data efficiently. Predefined Templates: Use standard CSV formats for financial models, budgets, and forecasts. Transformation Rules: Apply custom formulas, column mapping, and data normalization during import.

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Check out these other integrations

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