As part of your company’s audit process, your auditors may request an Account Balance confirmation letter at the end of the fiscal year. This document confirms the details and balance of your business accounts as of a specific date.
Admins and Finance roles can generate and export the letter directly from the platform.
To do this, head to Settings > General > Documents.
From there, you can choose whether you want to generate the letter for your Software Management account or the General Spend account.
Once selected, click Generate:
Then, select the date you'd like the account balance confirmed for:
In the letter, we will confirm:
- the details of your account(s)
- the date when your account(s) were opened
- the balance of your account(s) as at the specified date
This feature is available to customers based in EEA and the UK.