Accessing your accountancy software template

Last updated: April 2, 2026

Overview

Found allows you to export your billing data in formats that are ready to import directly into your accountancy software. This feature is available as part of the Pro billing module and supports a number of third-party accounting providers

Before you can use accountancy-specific export templates, you first need to enable the relevant provider for your workspace. Once enabled, the provider's templates will become available whenever you export data from Found.

Exports are produced as CSV files, formatted to match the import requirements of the selected accounting software.

How to access accounting templates

  1. Navigate to Settings in Found.

  2. Select Exports from the settings menu.

  3. Open Accounting templates.

  4. You will see cards for each available provider

  5. Use the toggle on the card to enable or disable a provider for your workspace.

You need the Manage exports permission to access this page and make changes.

What can be exported

Once a provider is enabled, its templates will be available when you export the following data types:

Data type

Description

Invoices

Summary-level invoice data, one row per invoice

Transactions

Detailed breakdown of each line on an invoice

Funders

Contact and account details for your funders

Each template produces a CSV file formatted specifically for import into the selected accounting software.

Frequently asked questions

Q: Where do I find the accounting templates setting? A: Go to Settings > Exports > Accounting templates

Q: Do I need to enable a provider before I can use its export template? A: Yes. Each accounting provider must be enabled for your workspace before its templates appear as an option when exporting. You can enable providers from the accounting templates settings page.

Q: What format are the exported files? A: All exports are CSV files, formatted to match the import requirements of the selected accounting software.e.

Q: Who can enable or disable accounting providers? A: You need the Manage exports permission. If you do not have access, speak to your workspace administrator.

Q: How long does an export take? A: Exports are processed in the background. Once complete, the file will be available to download.