Upload Your Reports — Get Your Free Findings Report

It takes about 5 minutes. We never ask for passwords — just standard exports from your accounting software

What You Need to Upload

Required

Required Reports

  • Profit & Loss — last 12 months
  • Balance Sheet — most recent month-end
  • General Ledger — last 12 months
Optional

Optional Reports

  • Trial Balance
  • A/R Aging & A/P Aging (summary)
  • Bank & credit card statements

📄 Accepted formats: PDF or Excel/CSV

How to Export Your Reports

  1. Go to Reports in the left menu.
  2. Search for Profit and Loss → set date range to Last 12 months → click Export (PDF or Excel).
  3. Repeat for Balance Sheet (set to most recent month-end).
  4. Repeat for General Ledger (last 12 months).
  1. Go to Accounting → Reports.
  2. Open Profit and Loss → set period to last 12 months → click Export PDF or Export Excel.
  3. Repeat for Balance Sheet (most recent month-end).
  4. Repeat for General Ledger (last 12 months).
  1. Go to Reporting → Management Reports.
  2. Export Profit & Loss for the last 12 months.
  3. Export Balance Sheet for the most recent month-end.
  4. Export Nominal Ledger for the last 12 months.
  1. Go to Reports in the left menu.
  2. Open Profit & Loss → set to last 12 months → Export PDF/XLS.
  3. Repeat for Balance Sheet (most recent month-end).
  4. Repeat for General Ledger (last 12 months).