The standard QuickBooks reports aren’t always what I need. This software lets me format my report any way I want – I have total control in Excel. I can pick what QuickBooks accounts are included in what values – and they can be cash flow type values (differences between two periods) or balances of accounts – all in the same report. Then once everything is set up, a few weeks later when we’ve updated our QuickBooks data, this software easily reads everything again from QuickBooks, and my reports are again current.
I downloaded it, played with it for less than an hour, wrote an email to the support people to ask three questions – I got a phone call back within an hour with positive answers to my questions and suggestions on how to make my life easier. I’m impressed.
Mike Pryslak - Tennessee, USA
We looked at other reporting software but it did not provide the flexibility and formatting options needed when producing more in depth financial reporting. ExcelFSM is what every CPA should be using!
MaryBeth R. Massimino, Certified Public Accountant (CPA) - Massachusetts, USA
I did download the trial version in January and liked it so much that I decided to buy the annual licence. Zia Shah, Chartered Management Accountant (CIMA) - UK
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ExcelFSM adds to Excel the high level concepts of financial statements: trial balances and the notion of debit and credit; as-of dates; accounts; grouping accounts into financial statement Items; grouping Items into Totals; adjusting entries; working papers; and more. Not only can you work within Excel naturally, using these high level concepts to build financial statement reports, but thanks to ExcelFSM business intelligence capability to read, organize and manipulate the accounting data of any accounting software, these financial reports will be updated automatically!
ExcelFSM is currently available in three editions:
1) Standard - the universal financial reports generator; See how it works (pdf)
2) Hybrid - offering direct access to QuickBooks data files; See how it works (pdf)
3) Professional - transforming Excel into a powerful trial balance program. See how it works (pdf)
Dynamic Working Papers: Trial Balance, Leadsheets, Grouped Accounts Sheets