Step 1 of 2
Drop in the statements you already send.
Comparative Profit & Loss, ideally two periods. CSV, Excel or PDF. No account, no card.
Drop a file here, or choose one from your computer.
CSV, XLSX or PDF, up to 8 MB
What we accept
- Comparative Profit & Loss, two periods side by side
- Balance Sheet, comparative or single date
- A/R and A/P aging summaries
- CSV, Excel or PDF, exported from QuickBooks or Xero
What we refuse
- Your ledger, or a connection to it
- Bank feeds and transaction detail
- Payroll registers naming employees
- Anything with your client’s name still on it