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To get started, download the excel template. This easy to use template lets you input financial statements that can be converted to iXBRL. Instructions for filling out the template are provided in the first tab of the excel file.
Once you've entered your data into the template excel sheet, simply select "Choose file(s))" below. You will select the excel sheet, and can also upload 0-5 word documents which may include content such as auditors letters, notes, or other text. Once you have selected files, you can adjust their orderving. Then, simply select "combine and convert files". Please be patient, the conversion may take up to one minute or possibly more, depending on the number of files being uploaded.
Once the conversion is finished, you can download the XBRL-formatted data as an html file which you can use to share with others, or simply click to view in an iXBRL viewer.
For more information, including a tutorial, watch the recorded 6/4/25 webinar introducing this tool.
By using this tool, you acknowledge that you have read and agreed to the terms of use.
This is a research tool that is available for demonstration and educational purposes only and may contain errors. You are expressly prohibited from using the tool for production of official financial reports or regulatory filings. Data uploaded as part of using the tool will not be stored on a server and will be deleted at the end of the session. iXBRL output and downloadable html files will also not be stored on a server, and will be deleted once the browser window has been closed.
Report errors and provide feedback
This program may contain errors, which can be reported to the project team at [email protected], or by creating a new issue in the github repository We also welcome additional feedback, including suggestions for added features or resources, via email or github.
Acknowledgements
This project was partially supported by funds from DAC Bond
This tool builds on earlier work by Marc Joffe, who provided extensive support throughout the course of this project.
