Run your first Financial Evaluation
4 min read
A Financial Evaluation checks your financial position and returns the tier you sit in. It's the single most useful record you can have on file if a client, lender or regulator ever asks about your capacity.
Steps
- Open Financial from the side nav.
- Choose New evaluation. The wizard walks you through three steps: business details, financials, and review.
- Upload the documents listed for your situation. See "What documents do I need?" for a checklist.
- Sign and submit. Your result is calculated and locked.
Once locked, the evaluation moves to your ledger. You can open any past evaluation from there and see exactly what was submitted, when, and the tier it produced. Locked evaluations can't be edited; if something needs to change you start a new one.
Your first Financial Evaluation may be included with your plan. If a payment step appears, your plan's included event has already been used. See Billing & account for details.
Still need a hand?
Email us with a short description and a screenshot if you've got one. We read every message.
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