Steps to follow

  • Send the service's request.
  • Download the files in XLS format.
  • Check the capture formats in which the financial statements will be gathered (only 25 monthly data) for the analysis.*
  • Capture the information of income and balance, as well as the additionals for the cash flow in the downloaded files.
  • Send file with the financial statements.
  • Send the logo, preferably in png format.
  • Submit the specifications of the company.
  • We will review the information sent and will indicate if there's missing information.
  • Make the corresponding deposit or transfer.
  • Send the deposit slip by email.
  • If you prefer, you may pay online with the secure system PayPal©
  • Wait to present the proposed image for your financial intranet.
  • For the first time it's a bit more of time elaborating but subsequently in a maximum of 48 business hours* you will be able to review online your financial diagnostic.
  • Wait from about two hours to two business days as maximum to receive your financial diagnostic online (depending on whether the information was received correctly and fully).
    ** Send the online questionnaire and files of capture and you will get the basic requirements to obtain your financial analysis with the minimum cost and time.
  • To make easier your review and printing, the analysis will be sent in pdf format ready for color printing.