Help Center/Documents & Statements
4 articles

Documents & Statements

Send us the statements and documents that let us reconcile and finish your books.

№ArticleUpdatedRead
01
How to download your bank & card statementsGuide
Where to find and export monthly statements — including from closed or restricted accounts.
2026-06-202 min02
Uploading files & using File Requests
How to respond to File Requests and upload documents in the Data Hub.
2026-06-201 min03
Getting your payment processor reports
Why the bank deposit isn't enough, and how to export reports from Stripe, Square, MX Merchant, Sola, and Venmo.
2026-06-213 min04
Loan & purchase documents
Loan agreements, amortization schedules, and purchase agreements we use to set up your balances correctly.
2026-06-212 min