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Drop financial documents, reports, and supporting files. The platform parses and analyzes each one automatically.
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Up to 100 files at once. Each file up to 100 MB.
PDF, XLSX, XLS, CSV, TSV, DOCX, JPG, PNG
What to download from your accounting system
For maximum value from this platform, the priority is: P&L by quarter (8+ quarters) > Customer sales detail > Balance Sheet > AR/AP aging. Click your platform to see exactly what to export.
QuickBooks OnlineClick to expand
Essential
Profit and Loss
Reports → Profit and Loss → "Display columns by" → Quarters → "Compare another period" YoY → Export Excel
Recommended additional files
Balance Sheet
Reports → Balance Sheet → Quarters
A/R Aging Summary
Reports → A/R Aging Summary
A/P Aging Summary
Reports → A/P Aging Summary
Sales by Customer Summary
Reports → Sales by Customer Summary → 12-24 months
General Ledger
Reports → General Ledger → trailing 24 months (large file)
QuickBooks DesktopClick to expand
Essential
Profit & Loss Standard
Reports → Company & Financial → Profit & Loss Standard → Customize Report → Display tab → "Columns" set to Quarter
Recommended additional files
Balance Sheet Standard
Reports → Company & Financial → Balance Sheet Standard
Sales by Customer Summary
Reports → Sales → Sales by Customer Summary
A/R Aging Summary
Reports → Customers & Receivables → A/R Aging Summary
General Ledger
Reports → Accountant & Taxes → General Ledger
XeroClick to expand
Essential
Profit and Loss
Reports → Profit and Loss → Compare Periods toggle ON → 8 quarters → Export Excel
Recommended additional files
Balance Sheet
Reports → Balance Sheet → Compare Periods → 8 quarters
Aged Receivables Summary
Reports → Aged Receivables Summary
Aged Payables Summary
Reports → Aged Payables Summary
Account Transactions
Reports → Account Transactions → date range
Sage IntacctClick to expand
Essential
Income Statement by Period
Reports → Financial → Income Statement → Period comparison → 8 quarters
Recommended additional files
Balance Sheet
Reports → Financial → Balance Sheet
Trial Balance
Reports → Financial → Trial Balance
AR Aging Detail
Reports → Order Entry → AR Aging Detail
AP Aging Detail
Reports → Purchasing → AP Aging Detail
NetSuiteClick to expand
Essential
Income Statement
Reports → Financial → Income Statement → enable Period Comparison → 8 quarters
Recommended additional files
Balance Sheet
Reports → Financial → Balance Sheet
A/R Register
Reports → Financial → A/R Register
A/P Register
Reports → Financial → A/P Register
Customer Sales Detail
Reports → Sales → Customer Sales Detail
Tip:A multi-period P&L (8+ quarters in columns) gives you the trend analysis, signals, and TTM math automatically. Without comparison columns, the dashboard will only show a single point in time.
Recent uploads
7 files, 23.2 MB
| File | Detected as | Period | Status | Size |
|---|---|---|---|---|
NeuralEdge_GL_2024-2026.xlsx | General Ledger | 2024-01 to 2026-03 | Parsed | 7.8 MB |
TB_2025_Q4.csv | Trial Balance | 2025-10 to 2025-12 | Parsed | 402 KB |
P_and_L_FY2025.pdf | Income Statement | 2025-01 to 2025-12 | Parsed | 213 KB |
BalanceSheet_FY2025.pdf | Balance Sheet | 2025-01 to 2025-12 | Parsed | 189 KB |
AR_Aging_Mar2026.pdf | AR Aging Report | 2026-03 to 2026-03 | Confirm columns | 84 KB |
Bank_Stmt_Wells_Mar2026.pdf | Bank Statement | 2026-03 to 2026-03 | Processing | 2.3 MB |
CIM_Project_Nightingale.pdf | CIM / Marketing Doc | - | Stored only | 12.2 MB |