Statement preparation

The template is being updated for the current reporting-period requirements. Please use dated statement exports from your accounting system. Contact support@ceosightline.com if you need help preparing them.

Use exactly three complete calendar months in a row, ending before the current month, for your P&L and any Cash Flow Statement. The P&L needs a separate column for each month. Every statement must show its printed dates. Date the Balance Sheet and any AR or AP aging reports on the last day of that period. Upload one statement per file; a workbook with more than one sheet of figures is refused. If dates are missing or do not match, upload a corrected export. Typing dates on the review screen does not replace printed dates. A Cash Flow Statement may show one total for the same three months.

SignalScope accepts supported CSV, XLS, XLSX, IIF, QBO, PDF, JPG, JPEG, PNG and WEBP files. A supported file type does not guarantee that its layout can be read. Review extracted values before submitting. Export one statement per file with the required reporting dates. If a layout is refused, export a standard summary report or contact support. Do not remove genuine balances to bypass a refusal.