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

Why you and a colleague may both get emails about the same FHR request, what to do if your company already has an account, and how to request access to…

If a Colleague Is Also Receiving Outreach Emails

Why RapidRatings does not accept financial statements by email, and the supported alternatives: direct data entry, the Structured Template, QuickSync, and source document uploads through the FHR Exchange portal.

Email Submissions

FHR Report vs. Summary Disclosure Report.

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-recurring transactions and non-standard financial formats during the rating process and how to flag a line item that needs special treatment.

Special Treatment of Line Items and Rating Exceptions

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

Kailey Buxbaum

Eamonn Mannion

Lucas Lindenlaub

The Rating Process

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

QuickSync - Powered by Validis

How QuickSync protects your financial data: secure transmission via Microsoft Azure, HTTPS, AES 256-bit encryption, SSL, stateful firewall protection, and ISO 27001 and SOC 2 certification, in addition to RapidRatings'…

How is my data protected if I use QuickSync?

QuickSync Supported Applications

No, Validis cannot access your financial data. Extractions are performed in read-only mode, and no data is stored on Validis-owned servers.

Can Validis access my data?

Connecting Sage Business Cloud to the FHR Exchange with QuickSync: prerequisites, admin access, signing in, selecting the company to share, and the automated system-to-system data transfer.

QuickSync for Sage Business Cloud

Connecting Dynamics 365 Business Central to the FHR Exchange with QuickSync: prerequisites, admin access, signing in, selecting the company to share, and the automated system-to-system data transfer.

QuickSync for Dynamics 365 Business Central

Connecting Xero to the FHR Exchange with QuickSync: prerequisites, admin access, signing in, selecting the company to share, and the automated system-to-system data transfer.

QuickSync for Xero

Connecting Sage Intacct to the FHR Exchange with QuickSync: prerequisites, admin access, signing in, selecting the company to share, and the automated system-to-system data transfer.

QuickSync for Sage Intacct

Connecting QuickBooks Online to the FHR Exchange with QuickSync: prerequisites, Master or Company Admin access, signing in, selecting the company to share, and the automated system-to-system data transfer.

QuickSync for QuickBooks Online

Connecting Blackbaud Financial Edge NXT to the FHR Exchange with QuickSync: prerequisites, admin access, signing in, selecting the company to share, and the automated system-to-system data transfer.

QuickSync for Blackbaud Financial Edge NXT

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

What source financial documents are (annual reports, audited financial statements, tax filings, management accounts), why RapidRatings may require them to verify manually entered data, and how they are stored securely.

What Are Source Financial Documents?

Adriana West

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

Financial Submission

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.