The data upload process is quick and easy, requiring about one minute to complete. This system accepts financial data in the form of a trial balance report, a basic report from your accounting program that lists all active accounts with their year-to-date ending balances for the period. Usually, the trial balance file is located in the general ledger module of your accounting system under REPORTS.

After uploading, you will be able to login and view your financial dashboard, which uses charts and graphs to illustrate your company's performance in a wide range of financial metrics.

The system includes a step-by-step tutorial that guides you through the easy process of selecting your trial balance file and uploading it.