Financial Data
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      I received my Valuation Benchmark. How do I add my financial data to receive a Valuation?

      Adding Financials

      [Tutorial Video] Adding Financials After Express Setup

      Adding Financials

      After onboarding using Express Setup, your dashboard will display your Valuation Benchmark based on your top-line revenue you provided. You will not have a valuation analysis available, as you have not yet provided your financial data.

      Your dashboard will have multiple areas where you can provide your data for analysis. Clicking any of these buttons will take you to the Data Management section.

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      Here you have the ability to either upload manual files or connect to cloud accounting software.

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      For information about these two options, check out these helpdesk articles: