Introduction

Welcome to LedgerQ. Let's guide you through our most important features.

What LedgerQ Does

LedgerQ core functionalities:

1. Table Import: Import Excel tables into Word with client-specific formatting and keep a live link for seamless data refresh.
2. Single Value Import: Link figures in financial statement notes directly to specific Excel cells so numbers stay aligned with the source data.
3. Custom Table: Build pivot-style tables from an Excel range with your own categories and value columns, reusable via saved templates.
4. Annotations: Upload PDF file with auditor's comments and let LedgerQ update financial statements automatically.

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:

1. Read Table Import and perform a test table import.
2. Read Single Value Import and connect Excel figures with financial statement notes.
3. Read Custom Table and build a pivot-style table from Excel data.
4. Read Annotations and update financial statements as per auditor comments.
5. Use FAQ if you have questions.
6. Use Contact to request help.

Guide Pages

• Table Import
• Single Value Import
• Custom Table
• Annotations
• FAQ
• Contact