Introduction
Welcome to LedgerQ. Let's guide you through our most important features.
What LedgerQ Does
LedgerQ core functionalities:
- Table Import: Import Excel tables into Word with client-specific formatting and keep a live link for seamless data refresh.
- Single Value Import: Link figures in financial statement notes directly to specific Excel cells so numbers stay aligned with the source data.
- Annotations: Upload PDF file with auditor's comments and let LedgerQ update financial statements automatically.
Before You Start
- Open the Word financial statements on which you want to start using LedgerQ.
- [TO ADD HERE ONBOARDING STEPS]
- Navigate to LedgerQ ribbon and click on Sign In/Out to sign in with your Microsoft account.
Quick Start Path
Try it with sample files
You can download example files to test workflows quickly using links below:
- Table Import test & Single Value Import:
Word test file.
Excel test file - Annotations test:
You can download Word financial statements test file (to be updated as per annotations in the PDF).
PDF test file with audit annotations
If this is your first time:
- Read Table Import and perform a test table import.
- Read Single Value Import and connect Excel figures with financial statement notes.
- Read Annotations and update financial statements as per auditor comments.
- Use FAQ if you have questions.
- Use Contact to request help.