Technical Requirements for Financial Statement Analysis
Our platform works best when your setup supports modern web standards and secure connections. Most people find they're already good to go — but here's what matters if you want smooth, reliable access to your financial data and analysis tools.
Operating System & Hardware Baselines
- Processor: Dual-core 2.0 GHz or better (Intel i5/AMD Ryzen 3 generation or newer)
- Memory: 8 GB RAM recommended — 4 GB works but might slow down with complex reports
- Storage: 500 MB free disk space for local cache and temporary files
- Display: 1366×768 minimum resolution; 1920×1080 recommended for full dashboard visibility
- Graphics: No dedicated GPU needed — integrated graphics handle all visualizations
Supported Web Browsers
We test everything on recent browser versions. You don't need the absolute latest update, but staying within the past year keeps things running smoothly and securely.
Chrome / Edge
Version 110 or newer. Chromium-based browsers offer the best performance with our dashboard tools.
Firefox
Version 110 or newer. Strong privacy controls and excellent support for our data visualization features.
Safari
Version 15 or newer (macOS/iOS). Works well with Apple devices and respects system-level security settings.
Internet Connection & Security
You need a stable connection — not necessarily fast, just reliable. Our platform uses TLS 1.3 encryption for all data transmission, which most networks support by default in 2025.
Firewalls rarely cause issues, but corporate networks sometimes block WebSocket connections. If you're accessing from an office, IT teams can whitelist our serionvaleth easily. Mobile networks work fine too, though we recommend WiFi for uploading large financial documents.
Document Upload & File Formats
We accept most common financial document formats: PDF, Excel (XLSX), CSV, and even scanned images (JPG, PNG). File size limit is 25 MB per upload — plenty for detailed statements.
Our OCR system handles scanned documents pretty well, though native digital files give cleaner results. Multi-page PDFs? No problem. Just be aware that heavily redacted or password-protected files need manual review before processing.
Technical Support Team
Callum Fitzgerald
Systems Integration
Handles complex setup scenarios and network configuration. Used to troubleshoot bank API connections before joining us in early 2024.
Siobhan Mackay
Browser Compatibility
Tests our platform across dozens of device combinations monthly. She catches edge cases most developers would never see.
Reuben Walsh
Security Protocols
Former cybersecurity analyst who now makes sure our encryption standards stay ahead of compliance requirements. Direct access if you hit authentication issues.
Questions About Compatibility?
Not sure if your current setup will work? We can run a quick compatibility check or walk you through any adjustments. Most technical questions get answered within a few hours during business days.