Completing a rating follows an automated workflow that includes follow‑up reminder emails. You may submit your company’s financial data at any time; however, the automated emails will continue for a limited period until the submission is complete. Requests cannot be placed on hold, but you are welcome to register your account now and return later to finish your submission via QuickSync or the Structured Template submission flow.
We encourage you to provide your financial data as soon as possible so that your rating can be created and business discussions with your client can continue without delay.
The financial data used for your rating must be no more than 12 months old. If you expect newer financials to become available soon but already have data within the past 12 months, we recommend submitting what you have now. Once your updated financials are ready, we can refresh your rating accordingly.