How to link your financials to fulfill an investor request
If you have received a request for information from one of your Investors, you may have the ability to connect your financials.
See the image for supported accounting platforms.
In the upload portal included in the Investor request, scroll to the financials section and click Link Account*.
Select your accounting system.
Click Connect to sign in to your account in order to authorize sharing of your financial information.
After all steps have been completed, you'll be redirected to the upload portal. Check the box to grant permission.
Click Submit once all other requested information has been provided.