Financial Statement

The Financial Statement Flow Template is used by finance and accounting departments to speed up sales and accounting processes as well as ensure paperwork accuracy.

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Take Advantage of a Pre-Built Workflow to Automate Your Business Processes

By automating the Financial Statement Flow Template, companies complete routine operations ten times faster and far more accurately. Accounting specialists don’t have to waste their time on repetitive manual routines. Instead, these are done by Bots which can be configured without a single line of code. Check out the benefits you get by automating your workflow with airSlate:

  1. Collect the data you need quickly and accurately.
  2. Control access to sensitive documents and track all changes.
  3. Optimize staff working hours with logic-driven document routing.
  4. Get collected data exported to your CRM without errors and data loss.
  5. Easily collaborate with your team and edit documents in a single workspace.

The Financial Statement Flow Template simplifies accounting tasks and helps your team achieve strategic goals faster. Now you have an automated end-to-end workflow at your fingertips, and it doesn’t require any special knowledge to get started.

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Pre-fill Financial Statement fields from a CRM, Spreadsheet or database records

Extract data from Financial Statement to a CRM, Spreadsheet or database

Archive Financial Statement to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

Save an average of 8 hours per week with an automated Financial Statement workflow

Spend an average of 10 minutes to complete a Financial Statement document

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No-code automation, integrations, configuration and distribution of Financial Statement

  • Add additional fillable fields to Financial Statement

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  • Embed fillable Financial Statement in your website or distribute it via a public link

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  • Collect payments for Financial Statement

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  • Authenticate recipients for Financial Statement

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  • Request attachments for Financial Statement from recipients

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  • Integrate Financial Statement with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Financial Statement

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HOW iT WORKS

How to Financial Statement

Watch our quick user guide video and learn how to use the Financial Statement. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Financial Statement

Hello and welcome... Hello and welcome back to  Accounting Stuff. I'm James and today we're   talking financial statements. The income statement,  the balance sheet and the cash flow statement. I'm   going to try and explain all the basics in under  eight minutes which is going to be a challenge   because we have a little puppy here who's uh  trying to bite my finger. So let's get started!   What are financial statements? Financial  statements are reports that summarize the   activities and financial performance of a business.  They're prepared at the end of each accounting   period and they're designed to give investors and  lenders a feel for a business's financial health.   The three main financial statements are the balance  sheet, the income statement and the cash flow   statement. Now I'll explain how each of these  work with an example. Tea-licious is a family-run   business that produces a popular blend of black  tea. Their financial year has come to a close and   they've finished putting together their financial  statements so let's look at them. We'll start with   the balance sheet. What is a balance sheet? The  balance sheet is a financial statement that gives   us a snapshot of a business's assets, liabilities  and equity at a single point in time. The balance   sheet is also called the statement of financial  position and it looks like this. In the header we   have the business's name followed by the name of  the financial statement and directly below that   we have the point in time that we're looking at. A  snapshot of December 31st. On the left hand side of   the balance sheet we have a list of everything the  business owns - its assets - and on the right we have   everything the business owes its liabilities and  equity. Tea-licious owes liabilities to third parties   like its suppliers, its employees and the tax  office. But it also owes equity back to the owners   of the business. This includes their original  capital contributions which is the cash the owners   injected into the business and retained earnings  which are the cumulative profits that the business   has held onto. If we collapse the balance sheet  down into its core components then we can see   that Tea-licious has total equity of 129.5 million  dollars. What does this mean? Well if the business   were to suddenly sell off all of its assets and  pay off all of its debts then in theory, this is   how much money the owners would get. At the bottom  of the balance sheet Tea-licious has total assets   of 169 million dollars and total liabilities and  equity of 169 million dollars. The stuff it owns is   equal to the stuff it owes. So the balance sheet  is in balance. Which is fantastic news because   a balance sheet always has to balance. Why? Because  it says so in the accounting equation. Assets shall   always equal liabilities plus equity. Or the stuff  that a business owns is equal to the stuff that   a business owes. What is an
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