Data Management
Welcome to Your Financial Dashboard!
Get started by uploading your financial data using the options below. Once uploaded, the data will be available across all relevant analysis sections.
Use the sidebar to navigate to different analysis sections.
Transaction Data
Upload detailed transaction data (invoices, bills, expenses) in .xlsx or .csv format.Cash Data
Upload detailed cash data in .xlsx or .csv format.Accounts Receivable
Upload Accounts Receivable data in .xlsx or .csv format.Balance Sheet
Upload Balance Sheet data in .xlsx or .csv format.FLO Data
Upload FLO data in .xlsx or .csv format.