Upload Data
Upload reports/Excel to start analysis and track imports. · Updated today at 16:15
Import data to start analysis
Supports .xlsx, .csv, and report PDFs
Drag & drop or choose a file
Recommended: revenue/expense, sales, inventory, and ledger exports
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Required data
Sales report
XLSX/CSV
Columns: date, doc no., customer, product code, qty, unit price, discount, tax, channel
Purchases/COGS
XLSX/CSV
Columns: date, bill no., supplier, product code, qty, unit cost, tax
Optional data (improves accuracy)
Chart of accounts / Trial balance
XLSX/CSV/PDF
Improves P&L and cost accuracy
Customer/Supplier master
XLSX/CSV
Used for credit and purchasing analysis
Product/Price list
XLSX/CSV
Checks pricing consistency and margin
Bank statement
CSV
Enables daily cash flow and reconciliation
Before you upload
Use time-based filenames
e.g., Sales_2026-03.xlsx for accurate periods
Check currency & VAT
So net profit and cash flow match your records
Split stock by warehouse/branch
Improves reorder suggestions accuracy