If you'd rather not connect your accounting software using our QuickSync feature or manually upload full financial statements, you might be interested in our Structured Template option as an alternative submission method.
You now have the ability to enter your financial data directly on our submission screens. You will receive error flags in real time if the inputs do not meet our data integrity requirements.
Similarly, if you'd rather perform the data entry offline, you have the option to download our Structured Template, which is an Excel file that contains 3 tabs for each financial statement: the balance sheet, income statement, and cash flow statement. Each tab presents the line items from each statement in a format similar to what you'd find on a typical financial statement. Using your own financial accounts as a guide, you will need to fill in the template line by line and then upload it to our portal under the "Enter Your Own Financials" option.
Please note that this option is the most time intensive, so we highly recommend using QuickSync for a faster, more seamless experience.