LedgerQ - Financial Statement Automation

Table Linking

LedgerQ helps users import Excel tables into Word while automatically applying formatting and maintaining a reliable link between the Excel source and the Word table. Formatting can be configured to match your client-specific requirements.

Cell Linking

LedgerQ allows you to create a live link between Excel cell values and notes in financial statements (in Word).

Automated Updates Based on Auditor Comments

LedgerQ also supports workflows for updating financial statements after review, including audit review. Users can upload a PDF containing auditor comments, and LedgerQ will read those comments and make the requested edits directly in the Word document — updating text, figures, and financial statement tables.

Custom Tables

Turn a trial balance or GL export into a formatted financial statement table in Word. Select your value and category columns, and LedgerQ aggregates the extract into a presentation-ready table with subtotals, indentation, and sorting. Save it as a template to rebuild the statement from next period's data in one step. Ideal for primary statements, schedules of investments, and note disclosures.

LedgerQ is used by finance, reporting, and accounting teams that regularly move spreadsheet content into Word and update financial statements frequently throughout the reporting period.

A subscription to LedgerQ may be required.