The Financial Data Mapping tool is designed to make financial data entry faster, more accurate, and stress-free. Instead of spending hours manually reformatting numbers, you can use the tool to map financial periods, assign labels, and organize the data directly from any spreadsheet provided by the company.
Once the data is mapped, it can be uploaded seamlessly into the system with just a few clicks. In addition, all of the original source documents are securely stored and linked within the platform, ensuring that the information is always available for future reference or audits.
By streamlining the entire process—from mapping to uploading—the Financial Data Mapping tool helps teams maintain accuracy, stay compliant, and focus more on analysis rather than data preparation.
How to Use the Financial Data Mapping tool:
Select an existing document or Upload an Excel document to the Financials page.
Preview that Excel file in the documents and choose the option to “Enable Data Mappings”.
Select the mapping for each fiscal period column and label any applicable row with the matching financial metric.
Multiple rows labeled with the same metric will be summed; and negative labels can also be used to negate the value from the Excel data.
Select the option to “Update financials using mapped data” — this will push the mapped data to the current financials version.
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