Import financial data

For organizations on Xero, Sage, Wave, spreadsheets, or manual tracking — upload a trial balance or P&L export and Tara maps it to your financial model.

Upload → auto-map → review → reconcile · nothing commits without your confirmation

← Back to Tara Connect

1Upload

2Review mapping

3Reconcile & commit

Upload a statement

CSV, TSV, or Excel (.xlsx) — trial balance or P&L export from any system

Click to choose a fileExports from QuickBooks, Xero, Sage, Wave, or a hand-kept spreadsheet all work.

Files are parsed for mapping review only. Nothing is stored until you confirm the import, and Tara never stores raw payment or bank credentials.