Prepare your financial data

Follow these steps

1. 01

   Choose one reporting period

   Select a coherent period for revenue and expenses, such as the most recent fiscal year or quarter.

2. 02

   Gather your income statement

   Collect revenue, cost of goods sold, operating expenses, and net income for the same period.

3. 03

   Gather your balance sheet

   Get assets, liabilities, equity, receivables, payables, and inventory as of a specific date.

4. 04

   Find debt and cash information

   For certain modules, gather debt-service payments, loan terms, cash balances, and any credible EBITDA figure.

5. 05

   Check basic reconciliations

   Verify that assets = liabilities + equity and that totals agree with your financial reports.

What to do next

Use the result to ask a specific business question, then verify the figures and assumptions before acting. If a label or control has moved, refer to the current app interface.