Account Mapping
Match your spreadsheet columns to standard financial categories. AI suggestions help speed up the process.
Account Mappings
0 source accounts mapped
No account mappings yet.
Upload a CSV in the Financial Data section to create source accounts.
Financial Categories
All available standard financial categories for mapping
| Key | Display Name | Unit | Scope |
|---|---|---|---|
| revenue_total | Total Revenue | usd_cents | universal |
| cogs_total | Cost of Revenue | usd_cents | universal |
| gross_profit | Gross Profit | usd_cents | universal |
| gross_margin_pct | Gross Margin | percent | universal |
| ebitda | EBITDA | usd_cents | universal |
| ebitda_margin_pct | EBITDA Margin | percent | universal |
| net_income | Net Income | usd_cents | universal |
| headcount_total | Total Headcount | count | universal |
| cash_and_equivalents | Cash & Equivalents | usd_cents | universal |
| capex_total | Capital Expenditures | usd_cents | universal |
| burn_rate | Monthly Burn Rate | usd_cents | universal |
| runway_months | Runway | count | universal |
| raise_amount | Raise Amount | usd_cents | universal |
| post_money_valuation | Post-Money Valuation | usd_cents | universal |
| locations_open | Locations Open | count | multi_site_operator |
| locations_pipeline | Locations in Pipeline | count | multi_site_operator |
| revenue_per_location | Revenue per Location | usd_cents | multi_site_operator |
| ebitda_per_location | EBITDA per Location | usd_cents | multi_site_operator |
| location_ebitda_margin_pct | Location EBITDA Margin | percent | multi_site_operator |
| months_to_breakeven | Months to Breakeven | count | multi_site_operator |
| partner_count | Partner Count | count | multi_site_operator |
| locations_per_partner | Locations per Partner | ratio | multi_site_operator |
| capex_per_location | CapEx per Location | usd_cents | multi_site_operator |
| payback_months | CapEx Payback Period | count | multi_site_operator |
| ltv_per_location | LTV per Location | usd_cents | multi_site_operator |
| ltv_capex_ratio | LTV / CapEx | ratio | multi_site_operator |
| arr | ARR | usd_cents | saas |
| arr_growth_pct | ARR Growth (YoY) | percent | saas |
| new_arr | New ARR | usd_cents | saas |
| expansion_arr | Expansion ARR | usd_cents | saas |
| churn_arr | Churned ARR | usd_cents | saas |
| net_revenue_retention_pct | Net Revenue Retention | percent | saas |
| gross_revenue_retention_pct | Gross Revenue Retention | percent | saas |
| customer_count | Customer Count | count | saas |
| arpu | ARPU | usd_cents | saas |
| cac | Customer Acquisition Cost | usd_cents | saas |
| ltv | Customer LTV | usd_cents | saas |
| ltv_cac_ratio | LTV / CAC | ratio | saas |
| cac_payback_months | CAC Payback Period | count | saas |
| magic_number | Magic Number | ratio | saas |
| rule_of_40 | Rule of 40 | ratio | saas |
| arr_per_fte | ARR per FTE | usd_cents | saas |