Levelup documentation
Check out Levelup features, integrations, and tips on how to use them.
Start here
Popular
Portfolio Dashboard
Navigate the company table, switch views, filter data, and open company details.
Income Statement
View revenue, expenses, and profitability with comparison, 12-month, and common-size views.
KPI Glossary
Complete reference of all KPIs calculated by Levelup, organized by the 5 C's of credit analysis.
Sharing Companies
Share companies with other organizations, including direct shares, email invitations, batch operations, and billing options.
Browse by topic
Getting Started
Welcome
Learn what Levelup is, who it's for, and what you can do with the platform.
Create Account
Sign up for Levelup using email, Google, Microsoft, or Xero SSO.
Set Up Organization
Create your workspace and configure organization details.
Invite Team Members
Invite colleagues to your workspace and assign roles.
Accounting Data
Connect QuickBooks Online
Connect your QuickBooks Online account to sync financial data into Levelup.
QuickBooks Desktop
Connect QuickBooks Desktop through the QuickBooks Web Connector and diagnose connection or sync problems.
Connect Xero
Connect your Xero account to sync financial data into Levelup.
Manage Integrations
Connect multiple accounting accounts, manage data feeds, transfer connection ownership, and resolve token issues.
Using the Portfolio
Portfolio Dashboard
Navigate the company table, switch views, filter data, and open company details.
Managing Companies
Create, edit, and delete portfolio companies with detailed business information.
Dashboard and Views
Navigate the portfolio table, customize columns, save views, filter, sort, and switch to Pulse view.
Labels and Metadata
Organize companies with color-coded labels, label groups, and custom metadata fields.
Company Dashboards
Overview Dashboard
Your company's financial snapshot with revenue, net income, cash data, and six company-economic highlight cards.
Status updates
Post rich-text status updates on a portfolio company, schedule them for a future date, and collect threaded comments from your team.
Company inbox
Review notifications and Signals scoped to a single portfolio company without leaving its dashboard.
Income Statement
View revenue, expenses, and profitability with comparison, 12-month, and common-size views.
Reporting
Creating Reports
Use the report wizard to create PDF financial reports with configurable scope, cadence, format, and sections.
Managing Reports
View, preview, download, archive, and manage report generation jobs and templates.
Scheduled delivery
Schedule recurring reports, choose recipients per schedule, and manage every workspace schedule from a single page.
Sharing
Sharing Companies
Share companies with other organizations, including direct shares, email invitations, batch operations, and billing options.
Receiving Shared Companies
Accept or decline company share invitations, select a destination organization, and optionally connect integrations.
Managing Shared Access
Update sharing terms, revoke access, resend invitations, and manage shared company records.
Shared With You
View and manage companies that other organizations have shared with yours.
Manage Organization
Organization Settings
Update your organization name, logo, contact information, address, and other profile details.
Managing Members
View the member directory, assign roles, invite new members, and remove members from your organization.
Transferring ownership
Transfer the Owner role of an organization, hand off integration connections, and reassign shared companies to another owner.
Managing Invitations
View, resend, revoke, and delete pending organization member invitations.
Billing and Plans
User Settings
Notifications
Advanced
Reference
Roles and Permissions
Complete reference of organization roles and what each role can do across the Levelup platform.
KPI Glossary
Complete reference of all KPIs calculated by Levelup, organized by the 5 C's of credit analysis.
Financial Terms
Definitions of key financial and platform-specific terms used throughout Levelup.
FAQ & Troubleshooting
Answers to common questions and solutions for issues you may encounter in Levelup.
Command Palette
Search for a command to run...