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FinReportAI Report Submission Form

Your Email Address

Client Business Name

How to export your client's data

Xero: Accounting → Reports → Profit and Loss → Export → CSV

QuickBooks: Reports → Profit and Loss → Run Report → Export → CSV

Sage: Reports → Profit and Loss → Print → Export to Excel → save as CSV

Excel: File → Save As → CSV

Download our CSV template

Report Type

Upload Client P&L Data (CSV or Excel)

Upload Previous Period Data (CSV or Excel)

Any context that would help with the analysis e.g. seasonal business, recent changes, specific areas to focus on (Optional)

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