Businesses

Export financial records

Create structured packages from an archive period, selected documents, a financial context, or a missing-invoice review.

Available export shapes

Claura supports period ZIPs, context ZIPs, selection ZIPs, accountant packages, Xero bank-statement files, search workbooks, and search ZIP packages.

What an export records

Each export has a status, selected contexts and entities, filters, included-document count, currency totals, manifest, file name, and the person who requested it.

Review before filing

Confirm the accounting period, selected entities, duplicate decisions, missing amounts, and review status before using an export downstream. A completed export is a prepared package, not a substitute for accounting review.

CLAURA NOTE

Financial context should stay connected.

Claura keeps the document, conversation, and decision together—so the next person never has to reconstruct the story.

found in Claura documentation · Financial memory