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Valuation intelligence for the middle market
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Spread five years of financials in five minutes.

Upload financial statements as PDF or Excel, or U.S. business tax returns (Forms 1065, 1120 and 1120-S) as PDF. Spread maps every line into your firm's own layout and drops it into your model — with the source page behind every figure.

Included on the Power plan
Supported documentsAudited & Reviewed StatementsCompiled StatementsInternal Reporting PacksForm 1065Form 1120Form 1120-S
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Step 1 · Upload Financials

Meridian Industrial Holdings

FY24 audited financial statements · PDF · 42 pages

Net sales184,220
Cost of products sold121,905
Gross margin62,315
Selling & administrative38,412
Depreciation7,640
Stock-based compensation2,318
Finance costs4,905
Other income (expense)1,204
Income before income taxes10,144
Income taxes2,536
Net income7,608

Step 2 · Review and Publish Financials

1 exception
Balance Sheet
Income Statement
Cash Flow Statement
Net sales98%
Revenue
Cost of products sold98%
Cost of Revenue
Gross margin97%
Gross Profit, As Reported
Selling & administrative97%
Selling, General and Administrative
Depreciation97%
Depreciation and Amortization
Stock-based compensation71%
Other operating expenses
Finance costs95%
Interest Expense
Other income (expense)95%
Other Income (Expense)
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Step 3 · Excel Integration

The published spread lands in your Excel model

Once a spread is published, TagniFi functions pull your private company into Excel — financial statements by layout line item and fiscal period, and tax returns by line and tax year. Enter a new ID to update the spread and the workbook refreshes; no re-export, no copy-paste.

Spread requires Power plan

FINANCIAL STATEMENTS

=TAGNIFI("tagnifi.spread.financials.value","Meridian Industrial","Revenue","annual","2024","fiscal_quarter","fiscal_month","relative_period","reference_date")

→ 184,220

TAX RETURNS · FORMS 1065, 1120, 1120-S

=TAGNIFI("tagnifi.spread.tax.value","Meridian Industrial","GrossReceipts","2024","relative_period","reference_date")

→ 183,960

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Bank-Grade Security

Bank-grade security for the financials you upload

Spread handles private company statements, so every upload is encrypted, isolated to your firm, and access-logged from the moment it leaves your browser. These are the controls that protect it.

Read the full security overview →
How your uploads are protected

Per-account encryption

Each firm's data is encrypted at rest with its own AES-256 key held in Cloud KMS — TagniFi staff see ciphertext only.

Secure upload path

Files move from your browser over a signed link that expires in 15 minutes, sent over TLS 1.2+, and every file is scanned for malware.

Isolated, US-hosted tenant

Your documents live in your firm's own tenant on US infrastructure, never pooled with another firm's files.

No standing staff access

Support can open a document only through a time-boxed, read-only grant you approve — and every action is logged.

Tamper-proof audit log

Every sign-in, data change and decryption is written to an append-only, hash-chained log — entries cannot be edited or deleted, so there is a verifiable trail of who touched what and when.

Zero data retention with AI

Documents sent for line-mapping run under a zero-data-retention agreement and are never used to train models.

Delete anytime

Remove documents and spreads whenever you like; on termination all data and encryption keys are deleted within 30 days.

See Spread map a full statement set.

Spread is included on the Power plan. Book a live walkthrough with our team.

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Questions

How Spread fits the way your firm already works

The upload, AI mapping, review and Excel-delivery questions firms ask before their first spread.

Spread DocumentationUploads, mapping, layouts and publishing.TagniFi UniversityGuided video courses for analysts.

Still unanswered? An analyst replies within one business day.

Which file types and statements can I upload?

Upload audited, reviewed or compiled financial statements and internal reporting packs as PDF or Excel (.xlsx), scanned or text-based, in whatever layout you received. Spread also reads U.S. business tax returns — Form 1065, Form 1120 and Form 1120-S — uploaded as PDF. Spread maps the income statement, balance sheet and cash flow from statements, and the reported lines from tax returns, into your firm's layout.