You can import financial statements in bulk when the Flashspread integration is enabled. When the import is complete, the system will use the Tax ID in the statements, match them with any entities in your records, and create a spread period for each loan the entity is a part of. Starting the Upload: * Click on…
We have updated the FlashSpread integration with Ventures. If you are interested in using FlashSpread 2.0, please contact us for more information! This article will cover the new process for importing financial statements. There are mapping guides explaining how the import fills your financial statements attached …