We do not support .pdf uploads, but if you'd rather not connect your accounting software via our QuickSync feature (the faster, secure option!), you may use our Structured Template option as an alternative submission method.
Submitting via a financial template:
Should you not want to input the financial data directly via the input fields, you can opt to download a financial template and submit the data via the financial template.
Step 1: Click on the Upload Template button in the Enter Your Own Financials option.
Step 2: You will be redirected to a new screen which allows you to download the financial template via the button in the image below. Please complete the financial template with the two most recent annual periods including any interim data, based on trailing 12 months, in the column on the left, with the annual periods in the middle and right columns. The template will validate any issues in the entry.
Step 3: Upload the completed template and answer the required information fields, then click on Upload Template. Your rating will be available shortly.
