How do I set up a business with manual files?

Setting Up A Business Using Manual Files

[Tutorial Video] Set Up a Business - Manual Setup

Setting Up A Business Using Manual Files

1. From the Dashboard tab, click the purple Add Business button.

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2. Under Set up a business, click the Setup Options button.

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3. Click the File Upload Setup button.

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4. Agree to the Terms of Service and Privacy Policy on behalf of your business owner client.

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5. Complete the Business Details page. The industry information that you submit will be used in the valuation calculation, and to provide accurate industry benchmarking.

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The platform can accept three different types of reports:

  • Year-end financial statements (PDF)
  • Trial Balance reports (XLS or CSV)
  • 5-year Trial Balance Caseware export (XLS)

Ensure you have downloaded/saved the file(s) on to your computer before proceeding.

6. Click the purple Upload Files button.

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7. Click and drag the files into the upload window, or select the Upload a CSV, XLS or PDF file button to choose the files from your computer.

8. Click the Submit Files button.

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The analysis will be available within two (2) business days. You will receive an email from the interVal team when your client's dashboard is ready for you to review.