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Uploading a P&L

A recent P&L is required for Pentane to calculate the financial, revenue, and ad spend metrics that provide a path to profitability

Uploading Your First P&L

Once you've created an account, you will need to upload your most recent full month Profit and Loss statement (a.k.a. P&L or income statement). If you have a QuickBooks account, simply just connect via our QuickBooks API. If you don't use QuickBooks, you can upload a P&L in excel format (.xlsx, .xls, .csv).

 

An Important Note on Privacy

CONFIDENTIALITY OF CUSTOMER PROFIT AND LOSS STATEMENTS AND SENSITIVE FINANCIAL DATA

At Pentane, we are committed to protecting the confidentiality and security of your financial information. We understand the sensitivity of your profit and loss statements and assure you that this information will remain strictly confidential. Pentane will never disclose, share, or sell your, or any, related financial data to any third party, except as required by law or with your explicit consent. We employ stringent security measures to safeguard your data and ensure it is used solely for the purpose of providing our services to you.

*Translation --> We will never share your company's sensitive data.

View Terms of Service

 

Upload your first P&L here.

Pentane will take care of categorizing your expenses from there.

Uploading an Additional P&L (after month 1) via QuickBooks


1. Navigate to P&L Manager from the menu on the left

 

2. Click "Upload New P&L from QuickBooks" if you have already connected your QuickBooks account via our API. If your QuickBooks is not connected, you won't be able to click this button. Here is how to connect your QuickBooks.

3. Select Report Month and Year then click "Import P&L"

 

Uploading an Additional P&L (after month 1) via file upload

1. Click "Upload New P&L"

 

 

2. Choose to either Upload an Excel file or Paste Data.

 

3. Drag & Drop file or click to upload from your desktop.