Upload Financial Statements

A single area to create, update, and organize your Leanus analytics

The menu "+ Upload Financial Statements” is the access point to the features that allow you to generate new analyses or update existing ones, even for companies not present in the Leanus archive or in your Reserved Area.

The logic is simple: provide a unique, flexible and immediate tool to transform any financial statement into a complete management analysis.

You can create or update an analysis from:

Balance sheets filed in official databases
Leanus allows you to automatically import financial statements from the main official sources, without having to download or manage them manually.

Uploading is immediate and allows you to obtain a complete and coherent database in just a few moments.

Unfiled, provisional or proprietary balance sheets
If the company has not yet filed its financial statements or has internal accounting situations, it is possible to upload files exported from the management system, prepared in Excel, XBRL, PDF or other compatible formats.

Leanus takes care of the reclassification and structuring of data, making it immediately analyzable with all the platform's tools.

Why use this feature?

1. Centralize uploads from any source into one location.
2. Drastically reduces the time required to make data analyzable.
3. It also allows you to work on unfiled balance sheets or provisional accounting situations.
4. It supports all subsequent activities: indexes, historical analysis, benchmarks, business plans, DSCR.

In this section you can manage the years associated with each personal dataIt is a useful tool for:

• remove incorrectly uploaded or duplicate periods;
• clean up sequences of exercises that are no longer needed;
• maintain the company's accounting history in an orderly and consistent manner.

This feature is particularly useful when loading interim situations, interim updates or more versions of the same balance sheet.