Financial Document Organizer
Guided checklist to help you assemble lender-ready financial documentation
Educational Tool – Important Disclaimer
This tool is for educational and organizational purposes only. Axiom Lender Base does not store, submit, or share your documents with lenders. You are responsible for assembling and submitting documentation directly to lenders you choose to contact.
Document Checklist
Track your progress and follow naming conventions for professional document organization
Balance Sheet & Income Statement
Most recent financial statements showing business financial position
Business Tax Returns
Federal business tax returns for recent years
AR Aging Report
Current accounts receivable aging showing customer balances
AP Aging Report
Current accounts payable aging showing vendor balances
Inventory Detail Report
Detailed inventory list with quantities, costs, and aging
Bank Statements
Recent bank statements showing cash flow activity
Business Plan or Summary
Overview of business operations, market, and use of funds
Formation Documents
Articles of incorporation, operating agreements, etc.
Important Reminder
This checklist helps you organize your documentation for your own use. Axiom Lender Base does not collect, store, or submit documents on your behalf. You retain full control and responsibility for sharing information with lenders you choose to contact directly.