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Demo company

Data

The General Ledger is your book of record. Everything else adds detail or checks it, in this order.

StepsChecks & history
StepsReadiness by sectorUpload a file

Step by step. Your file stays in your browser.

  1. What
  2. 2Get file
  3. 3Upload
  4. 4Check
  5. 5Save
  6. 6Done

Get your accounts file

Use Odoo, or our template.

From Odoo

  1. 1Open Odoo: Accounting → Reporting → General Ledger.
  2. 2Pick dates: from your books start to today.
  3. 3Tick “Initial balance”. Click Export → Excel.

No Odoo? Use our template

Download the monthly financials template
  • Fill it in. Save it.
  • One number in each box.

Only have a PDF? That works too.

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