Most teams start with broad filters, export data, review Companies House filings, reformat accounts in Excel and then upload into CRM.

That process is slow.

A faster approach is to begin with structured financial data. Define your screening criteria such as sector, geography, balance sheet size thresholds and leverage limits, then filter against normalised accounts.

DataLedger structures electronically filed UK balance sheets so you can move from criteria definition to outreach-ready shortlist in a single workflow.

Most UK SMEs file micro-entity or abbreviated accounts. They are not required to disclose detailed profit and loss data.

Only a small percentage publish structured turnover figures electronically.

EBITDA depends on full P and L disclosure, which means it is unavailable for most UK private companies.

For consistent screening across the UK SME market, balance sheet metrics are more reliable size and strength proxies.

DataLedger enables filtering by total assets, net assets, equity, liabilities and working capital. Where turnover or profit is reported, it is included, but screening does not depend on it.

Because turnover is often missing, origination teams typically use balance sheet indicators as screening proxies.

Common filters include:

• Total assets
• Net assets
• Equity
• Liability thresholds
• Working capital position

These allow segmentation of the UK private company universe by scale and financial strength.

DataLedger structures these fields consistently across electronically filed accounts so you can apply precise thresholds without manual review.

Raw statutory filings are inconsistent in format and presentation.

To analyse them at scale, the data needs to be normalised into structured financial fields.

DataLedger standardises electronically filed balance sheets into comparable metrics so companies can be screened and compared side by side without manual PDF review or spreadsheet reformatting.

For electronically filed accounts, consistently available fields include:

• Total assets
• Fixed assets
• Current assets
• Net assets
• Equity
• Total liabilities
• Current liabilities
• Creditors
• Debtors
• Cash balances

These support screening for balance sheet strength, leverage exposure, capital structure and size segmentation.

Where profit or turnover data is disclosed, it is included.

Because turnover is often unavailable, size is commonly proxied using:

• Total assets
• Net assets
• Equity
• Liability levels

These provide a practical method for filtering companies by approximate scale within the UK SME market.

Once companies are filtered using structured financial logic, the shortlist should be export-ready.

DataLedger delivers clean Excel or CSV files containing company identifiers and structured financial fields designed to import directly into CRM and enrichment tools.

This reduces the delay between screening and first contact.

Companies House receives new filings daily.

Electronic submissions are captured and structured on an ongoing basis, so screening reflects each company’s most recently filed statutory accounts.

Each company files annually, but new submissions are incorporated promptly after filing.

Electronic filing represents the majority of active UK companies and continues to increase.

DataLedger focuses on electronically filed accounts to ensure structured and comparable balance sheet coverage across millions of UK private companies.

Paper-only filings are excluded.