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Markup for Finance and Accounting Teams

Flag the number that doesn’t tie, circle the line item in question and blur the account details before you share. Mark up statements, spreadsheets, invoices and dashboards in seconds.

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Free plan, no credit card. Works in Chrome, Edge, Safari and Firefox on Mac, Windows and Linux.

Highlighting a variance on a financial statement

Review statements and reports faster

Upload a PDF of the P&L, the bank statement or the board deck and mark it up page by page. Highlight variances, add review notes and send one link back to the preparer.

  • Month-end close reviews
  • Audit requests and support
  • Variance explanations
  • Board and investor decks
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Annotating a screenshot of a spreadsheet

Spreadsheets and dashboards, explained

Capture part of a spreadsheet, an accounting system screen or a BI dashboard with the free desktop app or Chrome extension, then point to the exact cell or chart. Long reports fit in one scrolling screenshot.

  • Excel and Google Sheets
  • Accounting and ERP screens
  • BI dashboards
  • Invoices and receipts
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Blurring account details before sharing

Share with care

Use the blur tool to hide account numbers, salaries or client names before a markup leaves your hands. Keep markups private, or share a link only with the people who need it.

  • Blur tool
  • Privacy settings per markup
  • PDF and image download
  • Team plans with one bill
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Review in three steps

Upload or capture

Upload a PDF or image, or capture a screenshot of the sheet or dashboard.

Mark it up

Highlight, box, point and comment. Blur what others shouldn’t see.

Share

Send one link to your team, auditor or client, or download a PDF.

Made for reviewers

PDF and image markup
Highlighter and text notes
Arrows, boxes and ovals
Blur tool
Scrolling screenshots
Signatures
Share links
PDF download
Collections and history
Coming soon

AI step-by-step guides, coming soon

Document a process once: capture the steps, and AI writes the instructions and blurs personal data. Ideal for close checklists and training. Join the waitlist and we will tell you when early access opens.

Join the waitlist

Questions and answers

Can I mark up Excel files?

Take a screenshot of the sheet, or export it to PDF, and mark that up. Markup Hero annotates images and PDFs; it does not edit the spreadsheet itself.

How do I hide sensitive numbers?

Use the blur tool over account numbers, salaries or names before you share or download the markup.

Can my team share markups?

Yes. Team plans let you invite colleagues and pay with one bill. See pricing.

Is it free?

There is a free plan with no credit card required.