ordersource

First Name *

Last Name *

Email *

Emails to CC

Phone *

Company Name *

Company Region

North East US
South East US
Central US
South Central US
North Central US
Western US
Outside US
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Referral Code (if applicable)

Industry: 6-Digit NAICS Code *

Find your NAICS code at:

https://www.naics.com/search

What accounting system does the company use? *

QuickBooks Online or Desktop

NetSuite

Sage Intacct

Xero

Zoho Books

Other (please specify)

Accounting system: *

🔗 How to export your financial statements

🔗 How to connect through our API

You have two options to connect:

Upload Preference *

Connect via API †

Export and upload financial statements each month

† Once you click "Submit", you will be redirected to our FIS accounting integration, where you can connect your accounting system securely.

P&L for the last 36 months. Each month in a separate column.

xls, xlsx, or csv

Balance Sheet for the last 36 months. Each month in a separate column.

xls, xlsx, or csv

🔗 Data Usage and Security