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 About 1 year 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.