For month-end reporting and reconciliation

Turn recurring exports into one review-ready file.

Combine periodic exports, align inconsistent dates, and find duplicate rows before your reconciliation review.

  • Multiple exports, every month
  • Date formats that do not agree
  • Duplicate rows across periods
Windows + macOSDesktop application
Runs locallyFile contents are not uploaded
7-day trialOne-time online registration

See the workflow before you buy.

See the shipped TidySheet app handle a month-end reporting workflow, from adding recurring exports through reviewing the completed run.

TidySheet with six September CSV and Excel exports queued

1. Add your exports

Queue the CSV and Excel files for your reporting run.

TidySheet filter configured for status is Paid, with CSV output selected

2. Choose your rules

Keep rows where status is Paid and choose CSV output.

TidySheet processing three of six queued exports

3. Run the cleanup

Follow progress across the six queued exports.

TidySheet completion summary showing six files succeeded and zero failed

4. Review the result

Confirm all six files succeeded and open the output folder.

Choose the license that fits the work.

Try TidySheet for 7 days first. Starting the trial requires an internet connection for one-time machine registration.

Personal monthly

$9.99 / month

  • Monthly subscription
  • Activate on up to 3 machines
  • Key plus purchase email activation
  • Windows + macOS

Personal annual

$89.99 / year

25% off compared to monthly

  • 25% off compared to monthly
  • Activate on up to 3 machines
  • Key plus purchase email activation
  • Windows + macOS

Enterprise

$299.99 / year

64% less than seven Personal monthly licenses

  • 64% less than seven Personal monthly licenses
  • Activate on up to 20 machines
  • Key plus purchase email activation
  • Windows + macOS

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