Business tools
Financials: P&L and balance sheet uploads
Upload statements as PDFs, check the numbers, and see trends your CFO uses.
Upload
- Go to Financials and upload a P&L, balance sheet or cash flow statement (PDF from QuickBooks, Xero, your accountant, etc.). Monthly, quarterly or annual statements all work. Upload several periods to see trends.
- AI reads the file and extracts the period and key figures (revenue, gross profit, operating expenses, net income, cash, debt, and more), with a check that the totals reconcile.
- Open each statement, correct anything that's off, and click Save & verify. Your board treats verified numbers as fact; unverified ones are flagged.
Dashboard
The Financials page charts revenue, margins and other trends over time. Use the Table button on any chart for exact values. Your CFO can write a financial overview, and every advisor sees the numbers in meetings.
Tips
- Scanned image-only PDFs read less reliably. Export directly from your accounting software when you can.
- If the period comes out wrong, fix the dates and label on the statement page.