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VTE Small to Medium businesses

Data Connection Portal

Welcome to your integration hub. Connect your current software to our powerful reporting engine in three simple steps.

1

Download Template

Download our standardized Excel spreadsheet. This contains the exact columns needed to generate your real-time reports.

2

Map Your Data

Copy your business data into our template. Not sure what a column means? Check our plain-English Data Dictionary.

3

Secure Upload

Drop your completed file here. Our engine will instantly process the data and update your financial statements.

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Click to Browse or Drag & Drop File

Scaling Beyond 1,000,000 Transactions?

Excel is perfect for getting started, but our engine is built for limitless scale. When your data volume outgrows spreadsheets, our engineering team will seamlessly upgrade you to a Direct SQL-to-SQL Tunnel or Live API connection with zero downtime.

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