Business bank statements
If requested for a verified review, prepare the specific statement periods requested by the provider. Do not upload documents until asked.
Get prepared
Your document checklist.
Start with what you have. Requirements vary by financing provider and product.
Financial information
A current profit and loss statement, balance sheet and existing business debt schedule may help explain cash flow.
Product-specific documents
Equipment quote or invoice for equipment needs; accounts receivable aging and sample invoices for invoice financing.
Upload guidelines
- PDF, JPG or PNG files
- Up to 10 MB per file and 30 MB per upload
- Up to six documents per upload
- Use clear, complete and readable files
- Do not upload identity documents or Social Security cards here
Not ready yet?
Submit your initial inquiry without attachments. Return to My submissions to add documents later.
Open my submissions