A general ledger turned into reports and a finance model
This tool automates general-ledger processing and financial analysis. From the ledger documents it prepares a structured summary and builds a finance model. It picks up errors and inconsistencies in the data and the documents on its own, and produces Excel and PDF reports ready for further analysis and for working with the figures.
Classification
Rule-based and automatic
Output
Excel · PDF · Browser view
All the data shown is synthetic, and no client-identifying information appears.
Step by step
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01Five monthly ledgers added in one go - the periods recognise themselves.
What it can do
Several ledgers in one pass - a whole period's data merges into a single summary
Errors and inconsistencies are found automatically, before they reach a report
The finance model builds itself - with no manual account mapping
Excel and PDF reports, ready to send to the client
Credit liabilities reconciled against the ledger - a clear answer on whether the totals agree
Need something like this for your business?
Each of these tools is a custom-built solution - we can adapt and build the same for your exact process. Tell us about your idea in the questionnaire.
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