Banking module is unable to export live cash balances for reporting

To be able to export all the live balances from Centime into a spreadsheet for reporting to audiences who are not users in Centime. Mission Driven Finance has many bank accounts, some are not supported by Finicity (Stone Castle) and they're trying to come up with a process to share the live balance info out to other depts, executives.

They have numerous bank accounts, it's time consuming to retrieve all live balance info from Centime & bank portals separately to report on. Would be helpful for them to be able to export the live balances that are in Centime and compile (with other $ amounts from banking portal/s) to save time. They have around 10-15 other people who need to be able to see live balances and they're not able to buy Centime subscriptions for them.

Yes - copy and paste live balances of the accounts that are in Banking module, log into non-Finicity supported FI's to retrieve live balance, put all the $ amounts into a report, create pivot table to further drill down into the cash position by each fund level.

Client proposed to be able to export the live bank balance from the Banking module into an excel/csv so they can make pivot tables off i