Upload Profit and Loss, Balance Sheet
Upload in excel format, broken down by month, with as much history as you have
Written By Nathan Latka
Last updated 12 months ago
Click “Data Room” on the left navigation
Click “Upload”
Select a .csv or excel file to upload (Export from your quickbooks, xero, or other financial tool)
Common Issues:
Consolidated: Please share expanded versions with all rows included. Do not upload consolidated versions which make it hard for Founderpath to understand how your business works.