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
