We're excited to announce the release of a highly requested feature: data exports.
You can now export your data from Finmo in just a few clicks—giving you more flexibility and control over how you work. Whether you’re syncing with a CRM, analyzing performance, or preparing for audits, this feature helps you move faster and stay organized.
📋 What you can do with exports
- Keep client records up to date in your CRM
- Analyze pipeline and performance in Excel or Google Sheets
- Share data for audits, reporting, or reconciliation purposes
