Online Balance Sheet

Do More in Less Time with Compeer’s Online Balance Sheet Tool!

Compeer Financial clients have access to our interactive balance sheet tool within the MyCompeer client portal.

The Online Balance Sheet is user-friendly; you simply input your assets and liabilities line-by-line and the tool will do all the calculating for you. You can submit your balance sheet directly to Compeer, and you can also save it to your computer for other uses.

Before You Get Started

• Third party access — You can give a third party (ex: your accountant, co-borrowers, etc.) access to your Online Balance Sheet tool in MyCompeer. To do this, please submit a Third Party Authorization form in MyCompeer (found under ‘Tools & Forms’) or call us at (800) 705-6603 to complete an authorization form. 
• Saving progress — The Online Balance Sheet tool saves your work as you go. If you need to step away, your progress will be saved so you can come back at any time to finish and submit.
• Best on a computer — The Online Balance Sheet tool will work best on a traditional computer or laptop. The tool isn’t optimized for small screens and may not work well on your mobile device.
• Balance sheet resources — Compeer has many resources to help you learn more about balance sheet basics. Be sure to check out our MyLearning tool right within the MyCompeer portal, where you can find interactive, educational content curated exclusively for Compeer clients — including trainings on building balance sheets.

Need to create your account in MyCompeer? Click here to get enrolled.

Check out this user guide with extra information on using the Online Balance Sheet tool.

Our team is happy to help with any questions you may have in creating your Online Balance Sheet. Support is available at (800) 705-6603 Monday through Friday between 7:30 a.m. and 5 p.m.