Add a Company

Adding a Company

This process walks you through adding a new company in TagniFi Spread, including setting its name, ID, financial statement layout, and reporting currency.

Step 1: Open the Add Company Form

Click the Add Company button to open the company creation form.

Step 2: Enter Company Name and Review ID

Enter the company name in the appropriate field. An ID is generated automatically once you enter the company name; you can either accept this default ID or modify it if needed.

Step 3: (Optional) Provide a Description

Optionally, add a description for the company. If you leave this blank, Tagnify Spread can pull a description from the company’s financials automatically.

Step 4: Select the Financial Statement Layout

Choose the layout for the company’s financial statements. This layout determines how the financials will be standardized.

Since this example is for a plumbing company, select the TagniFi Fundamentals layout, which is the standard layout.

Step 5: Set the Reporting Currency

Specify the reporting currency for the company.

For a U.S. company, select U.S. dollar so that, if the currency cannot be identified on the financial statement, Tagnify Spread assumes the values are in U.S. dollars.

Step 6: Add the Company

Click Add Company to finalize and save the new company.

The company is now added and appears in your list as the first company in Tagnify Spread.