VALENCE — GL / P&L UPLOAD TEMPLATE

One row per account, per entity, per period.

entity            Legal entity or business unit name. Free text, but spell it
                  consistently — it is how rows are grouped.
account_category  Must be one of the values listed below. Case-insensitive.
account_name      The specific GL account line. Free text.
period            YYYY-MM. One calendar month per row.
amount            A POSITIVE number, always. Revenue and expense are both
                  entered positive; the category determines the direction.
                  Use a credit/refund's own account line rather than a
                  negative amount. Two decimal places. No currency symbols,
                  no thousands separators.

ACCEPTED account_category VALUES
  Revenue
  Other Revenue
  COGS
  Cost of Revenue
  Payroll
  Marketing
  Sales
  R&D
  G&A
  Customer Success
  Professional Fees
  Facilities
  Software
  Contract Labor
  Depreciation & Amortization
  Interest
  Tax
  Other

Use 'Other' only when nothing else fits. Valence reports how much of your
spend landed in 'Other', because unclassified cost is itself a finding.

EBITDA is only reported when 'Depreciation & Amortization' rows are present.
Without them Valence shows operating income and says so, rather than
labelling one number as the other.