Common Questions Answered
Frequently Asked Questions
Begin by contacting us through the form or phone. We’ll gather details about your requirements and guide you through template selection and data organization steps.
Yes. You can securely upload your current balance sheets, and our tools will run diagnostics to highlight any inconsistencies or areas for review.
ClarioBilan accepts data in CSV, XLSX and JSON formats, allowing you to upload raw figures and map them to your balance structure. The platform guides you through field mapping and previewing before integration.
Yes, ClarioBilan features a template editor where you can modify headers, line items and section ordering. This flexibility ensures that your balances adhere to specific industry or regional standards.
Invite team members or external advisors via secure links. Each participant can add comments, suggest edits or approve sections of the balance, all while maintaining a clear record of contributions.
Data is encrypted using TLS in transit and AES-256 at rest. Access controls let you grant or revoke permissions at any time, and detailed logs capture every action taken on your balances.
No, your plan allows unlimited balance sheet projects. Store, review or archive as many records as you need without concern for additional fees.
Export completed balances as PDF or Excel files, or share a view-only link directly from ClarioBilan. Recipients can review without downloading or altering the original document.
Our support team is available via email and live chat during business hours in Pacific Time. We also offer detailed guides and video tutorials in our help center.
Yes, you may suspend or terminate your subscription from your account settings. Your data remains accessible for download for up to one year after cancellation.
We provide step-by-step tutorials and optional data import support services. Our Customer Success team can guide you through initial setup to ensure a smooth start.