Data import
Your ledger, from your system.
Start with a CSV or XLSX export from your accounting software. Review the detected structure and validate the data before it becomes a ledger.
4 steps
From file to ledger, with guided checks
Import → Mapping → Validation → Loading. Review recognition confidence, warnings and recommendations along the way.
Import
Upload a CSV/XLSX export from a previous reporting period.
Mapping
Recognise columns and save a template for your next import.
Validation
Check debit/credit balance, duplicates, missing codes and formats.
Loading
Process your file and review the result. An import can be reversed.
Compatibility
Works with your existing system
Use an export from your accounting software. Confirm the structure and supported format during onboarding.
Start with an export in CSV / Excel / XML and confirm its structure with the team.
Validation
Checks before loading
Identify imbalances, duplicates, missing codes and invalid formats so you can review and correct the source data.
Import your first ledger.
FynTwin is a licensed product with individually arranged access. Contact us to see how your data can support financial review.