Frequently Asked Questions

How many users can I share my company with? You can share a company that you manage with an unlimited number of colleagues or connections.
How many companies can I manage? You can setup and manage an unlimited number of companies on Provamark. Each company will be presented separately and you can add separate colleagues and connections.
Imported financial statement dates don't match. This happens because the statement dates are calculated based on 365 days. Try using a slightly earlier Start Date for your financials. For example- instead of using January 1, 2016 use December 31, 2015.
I have a QuickBooks account. How do I connect to Provamark? You must first register with Provamark and create a Provamark account at Provamark Registration Or if you already have an account, log into Provamark. Inside Provamark, create a Company for your QuickBooks company. The company must be part of a paid subscription plan to connect to QuickBooks. Once your company is created, you can connect to QuickBooks and import your QuickBooks financials from the Company Financials section located on the left menu.
I have a Xero account. How do I connect to Provamark? You must first register with Provamark and create a Provamark account at Provamark Registration Or if you already have an account, log into Provamark. Inside Provamark, create a Company for your Xero company. The company must be part of a paid subscription plan to connect to Xero. Once your company is created, you can connect to Xero and import your Xero financials from the Company Financials section located on the left menu.
How can a business owner use Provamark? The tools and reports in the platform are designed to be used by business owners including those without financial backgrounds. As a business owner you can use several features in the platform:
  • Business Plan
  • Business Benchmarking and Financial Scoring
  • Business Valuation
  • Business Budgeting
  • Business Projections
  • Business Document Management
How can a business CPA use Provamark? The platform is designed to allow business accountants to work with thier colleagues, clients and process partners throughout the client's business process. Business processes that an accountant can setup and manage include:
  • Business Plan
  • Business Benchmarking and Financial Scoring
  • Business Valuation
  • Business Budgeting
  • Business Projections
  • Client and Process Partner Evaluations
  • Business Document Management
How can a business Broker use Provamark? The platform is designed to allow business broker to work with thier colleagues, clients and process partners throughout the client's business process. Business processes that brokers can setup and manage include:
  • Business Pitch Book
  • Selling Memorandum
  • Company Financial Analsysis
  • Business Benchmarking and Financial Scoring
  • Business Valuation
  • Business Budgeting
  • Business Projections
  • Client and Process Partner Evaluations
  • Business Document Management
How can a business adviser use Provamark? The platform is designed to allow business adviser to work with thier colleagues, clients and process partners throughout the client's business process. Business processes that advisers can setup and manage include:
  • Business Pitch Book
  • Selling Memorandum
  • Company Financial Analsysis
  • Business Benchmarking and Financial Scoring
  • Business Valuation
  • Business Budgeting
  • Business Projections
  • Client and Process Partner Evaluations
  • Business Document Management
How can an investor or lender use Provamark? If you are considering and investment in a business, the due diligence process can be managed on the platform. You can review, fulfill and interact with all services setup for the target business:
  • Business Plan
  • Company Financial Analsysis
  • Business Benchmarking and Financial Scoring
  • Business Valuation
  • Business Budgeting
  • Business Projections
  • Evaluation Questionnaires
  • Due Diligence Lists