Overview

On the accounting page we ask for three bits of information. Clicking upload will open a window that allows you to select a file from your computer.

These information we need is:

  • Profit and Loss statement

  • Balance Sheet

  • Bank Statements

Please note: you can only upload one file to each of these.

What documents can I upload?

For each of the above you can submit the following documents

  • PDF

  • CSV

  • Excel

For the Bank Statements you can also submit a ZIP file if you have more than one file.

What is needed for each of these?

Profit and Loss Statement

We need to see a minimum of 6 months ideally 12 months. This P&L provides us with the information to understand how much you can repay each month.

Balance Sheet

We need to see a minimum of 6 months ideally 12 months. This Balance sheet confirms you have the funds to be able to make the repayments. This also provides us with insights into how quickly you will be able to make those repayments

Bank Statements

The Bank Statements need to include the name and address of your business and account holder. We need bank statements for the last 3 months. This help us verify the information above as well as being used in the KYC checks we run

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