RapidRatings

Where to submit financial data, what happens after a submission is completed, and how to resolve common access issues

How to Submit Financial Data on the FHR Exchange

Email Submissions

Disclosure Levels

Learn more about what financial data is required for the FHR program

Required Financial Data

Submitting Unaudited and Interim Statements

Request Types

Parent Companies

Members can schedule a submission if they do not have financials readily available for upload

Financial Availability Dates

Definitions of terms related to interim periods

Interim Periods

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

Why Providing Entity-Level Financials Gives Your Business a Competitive Edge

Public Companies

This article defines what RapidRatings refers to as "refreshes"

Why am I being asked to update my rating?

Do my financials need to be in English?

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

Why Are Source Documents Requested?

Kailey Buxbaum

Whitney Lenahan

Eamonn Mannion

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

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

QuickSync - Powered by Validis

This article will guide you on how to complete the Data Entry Submission option or submit a financial template.

Submission Option: Enter Your Own Financials

Structured Template - Outreach

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

What Are Source Financial Documents?

Source Documents FAQs

Where Do I Upload My Source Documents

Expand the following sections to learn more about our data requirements for a rating

Data Requirements

Acceptable alternatives for submitting financial data, including use of templates, parent company submissions, and limitations on substitute documentation

Alternate Submission Options

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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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype getting-started answer

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.

Prototype invite-team answer

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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