Uploading Your Financial Documents
Once you have successfully signed up and logged in, you will be directed to the Financials page. This is where you can upload your data.
Choose Your Upload Method:
Drag and Drop: Simply drag your PDF files from your computer and drop them into the upload area on the Financials page.
Click to Upload: Click the upload box to open your file browser and select the documents you wish to upload.
Add from Google Drive: Use the "Add from Google Drive" button to connect your Google account and import files directly.
Monitor the Upload Process:
After selecting your files, you will see them appear with a progress bar indicating the upload status.
A notification will appear, "You may close this page while your financial data is being uploaded. This process usually takes between 2 and 5 minutes, depending on the file size. You will be notified once the upload is complete."
A small pop-up in the bottom right corner will show the current step, such as "Step 2: Indexing files to Financials."
Configuring Your Dataset
For more advanced control, you can create and customize datasets.
Configure a New Dataset: A pop-up window will appear titled "Configure a new Dataset," allowing you to add files to a new custom dataset.
Name and Describe Your Dataset:
Provide a clear "Dataset Name."
Add a "Short Description" to help you identify it later.
Add and Manage Files:
In the "Files" tab, you can add more files by clicking the "+ Add files" button.
You will see a list of your uploaded files, such as "Detailed Quarterly Cash Flow.pdf" and "Annual Balance Sheet.pdf," with their respective upload progress.
Continue to the Next Step: Once your files have been uploaded, click the "Continue" button. You will then be taken to the "Review metrics" screen, where Veltrix presents the financial metrics automatically extracted from your documents.
Supported Document Types
To ensure the best results and prevent errors, please upload only the following types of financial documents:
Income Statements
Balance Sheets
Cash Flow Statements
10-K Filings
Important Guideline: All documents uploaded within a single dataset must belong to the same organization. Mixing documents from different companies will confuse the system and may lead to inaccurate data analysis.
Reviewing Your Extracted Metrics
After your documents are processed, you will move to the "Review metrics" step. Here, Veltrix's AI presents the financial data it has automatically extracted.
Suggested Metrics: In the center of the screen, you will find a list of Suggested Metrics. These are key domain-specific metrics that our AI has identified from your uploaded data and recommends for your dashboard.
Additional Metrics: Below the suggested list, you can explore Additional Metrics that have also been extracted and are available for use.
Unavailable Metrics: On the left-hand side, there is a panel for Unavailable Metrics. This list shows all the powerful metrics Veltrix can track if the necessary data is provided (e.g., Current Ratio, Cash Ratio). To unlock these, you may need to upload additional or different types of financial documents.
Manage Your Sources: The Sources panel on the right displays the files you have already uploaded (e.g., "Annual Cash Flow.pdf"). If you realize you need to add more documents to unlock unavailable metrics, you can do so directly from here by clicking the "+ Add files" button.
Proceed to Dashboard Creation: Once you have reviewed the metrics, click "Next" to proceed to the final step, "Create dashboard." You can also choose to "Skip" this step for now.
Potential Issues and Solutions
Upload Fails or Gets Stuck: If a file fails to upload, check that it is a PDF and does not exceed the 100MB size limit. Also, ensure you have a stable internet connection and try uploading the file again.
Indexing Takes Too Long: The indexing process can take a few minutes, especially for large files. If it seems to be stuck for an unusually long time, please try re-uploading the document. If the issue persists, contact our support team.
"Unavailable Metrics" or Incorrect Data: If you notice missing or incorrect metrics after the analysis, verify that you have uploaded supported document types. Also, confirm that all documents in the dataset are from the same organization.