Request your monthly financial statements (balance sheet and profit & loss statement)

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Each month upon request, ScaleFactor prepares your financials, which includes a balance sheet and profit & loss statement. You can request the financial statements you need when you need them directly from the ScaleFactor app, making the reports easily accessible from a single source.

Five business days before your financial close date, you will be able to request the most recent month’s financials on the Reports tab under the Home section in the sidebar navigation. (Don't worry, we'll send you a reminder email on that day.)

Select the Request Report button for the desired month. 

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After you have requested a given month's financials, the Request Report button will change to Report request pending and you will receive a confirmation message at the top of the screen.

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Once the request has been submitted, your financials will be ready within three business days, but not sooner than three business days after your close date. 

You will receive a task in your Home feed and an email notification that the reports are available for download in your ScaleFactor web app. 

Click on the link in the email or navigate to the  Reports tab under the Home section of the sidebar menu to get to your available reports.

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Access your financials by clicking on the download icon, or you may also share these reports directly from this page via email by selecting the share icon.

 

 

Note: the term "profit & loss statement" and "income statement" are used interchangeably.

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