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Templates

No bookkeeping export? Start here.

Download the SignalScope financial template, fill in your numbers, and upload it directly. Use it as a guide to prepare each statement as its own upload file — P&L, Balance Sheet, AR Aging, and AP Aging.

SignalScope Financial Template

Excel workbook — statement templates

What's included

P&L

Revenue and operating expenses across 3 months

Balance Sheet

Cash, receivables, inventory, prepaids, and current liabilities

AR Aging

Accounts receivable broken down by age bucket (current through 90+ days)

AP Aging

Accounts payable broken down by age bucket (current through 90+ days)

How to use it

  1. 1 Download the workbook and open it in Excel or Google Sheets.
  2. 2 Fill in the blue cells for each statement you have available.
  3. 3 Export or save each completed statement tab as its own file, then upload those files together on the diagnostic page.
Download template (.xlsx)

Tip: If your accounting system supports standard exports, you can also upload the raw CSV or Excel file directly — no template needed. SignalScope's parser understands most standard bookkeeping export formats.