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Structured Template - FastTrack

Our QuickSync Alternative

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Written by Eamonn Mannion
Updated over 2 months ago

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.

Our Structured Template is an Excel file that contains 3 tabs for each financial statement: the balance sheet, income statement, and cash flow statement. Each tab presents the line items from each statement in a format and structure similar to what you'd find on a typical financial statement. Using your own financial accounts as a guide, you will need to fill in the template line by line and then upload it to the FHR Exchange under the Structured Template workflow.

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