RapidRatings

Every submission happens inside your FHR Exchange account. This article covers the two things you need to know: how to open the submission portal and which method you can use…

How to Submit Financial Data on the FHR Exchange

Email Submissions

Disclosure Levels

The FHR is generated using information from the balance sheet, income statement, and cash flow statement. This article covers what's required, the data quality conditions your submission needs to meet,…

Required Financial Data

You don't need to wait for audited or year-end financials to complete a submission. But if your data really isn't ready, you can put your submission on hold for a…

Submitting Unaudited or Interim Financials

How RapidRatings handles non-standard financial line items and which types of entities may not be eligible for a Financial Health Rating

Special Treatment of Line Items and Rating Exceptions

Can we review our report before it's shared with our client?

Explains the difference between source financials and supporting documents. Covers what each is used for, whether they influence your Financial Health Rating, and how their role changes depending on your…

Source Financials & Supporting Documents: What They Are & When You're Asked for Them

Members have the option to quick sync their accounting packages for an easy, seamless submission process

QuickSync - Powered by Validis

Eamonn Mannion

Whitney Lenahan

Kailey Buxbaum

The Rating Process

How is my data protected if I use QuickSync?

QuickSync Supported Applications

Can Validis access my data?

QuickSync for Sage Business Cloud

QuickSync for Dynamics 365 Business Central

QuickSync for Xero

QuickSync for Sage Intacct

QuickSync for QuickBooks Online

QuickSync for Blackbaud Financial Edge NXT

Lucas Lindenlaub

Resources to help you connect your accounting software

QuickSync Support

Learn about common data issues that need to be resolved to meet requirements.

Common Financial Data Submission Issues

Visit this article to download and learn about our financial input templates

Financial Input Templates

This article explains the steps to follow when your financial statement submission appears to have not gone through, meaning you didn't receive the expected confirmation message.

Financial Statement Submission Confirmation

Adriana West

Choose how you submit your financial data and learn more about the processes

Financial Submission

Find answers and get help from Intercom Support and Community Experts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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