• Use your current procedure to export the trial balances from your accounting software.

• An AutoFinancials' template can handle whatever accounting period you require.  Simply export the trial balances to cover the period you would like the financial statements to reflect.

• An AutoFinancials' template is designed to accommodate whatever account structure your company uses, so you simply need to insert the necessary trial balances in the locations identified in the template.

• The AutoFinancials' template will immediately produce your company's financial statements as soon as the trial balances are inserted, so you simply need to review the included check figures to ensure the financial statements are in balance.

• At times, the financial statements may not be in balance, but this is only because a new account(s) has been added to your accounting software.

• If a new account is added, the template will identify and flag those accounts for you, so you can add them to the file in two simple steps.