for Word 2007, 2010, 2013, 2016, and 2019
WordFSM automates Microsoft Word while keeping all the flexibility provided by word processors, to present financial statements the way you want, using individual item balances and totals.
This is not tables imported from Excel, in which the flexibility would be limited, if not inexistent.
With WordFSM you place and format the balances the way you want in your document, just like any other text.
Click and watch this YouTube video for 10 seconds.
Click and watch this YouTube video for 40 seconds.
Watch the entire video and see this statement of cash flows easily built in a few minutes, and then being automatically updated.
(Clicking the offset between brackets will go directly to the specific topic in YouTube)
[0:35] Create Statement of Cash Flows
[6:00] Show bookmarks
[6:25] Show formatting marks
[7:05] Automatically update the financial statements
[7:28] Group new accounts
[7:56] Add a comparative presentation
[8:40] Align balances with parentheses
[9:09] Present a reconciliation
WordFSMsampleCompany Click to see the reports and the financial statements.
In addition to building financial reports in Word, WordFSM also allows you to copy any reports created with ExcelFSM into Word and synchronize. This means any modifications you make in your Excel financial report will automatically update in the Word copy of your report! WordFSM keeps your financial reports in sync between Word and Excel.
Financial statements built with WordFSM get updated following changes made to the adjusted trial balance of the Selected FSM workbook (1:09)
YouTube Financial statements built with WordFSM can be copied into Excel and be transformed as if it would have been built with ExcelFSM (1:29)
YouTube Financial statements copied into Excel from WordFSM can be synchronized with the FSM document (0:49) YouTube
Financial statements built with ExcelFSM can be copied into Word and set as if it would have been built with WordFSM (2:29) YouTube
Financial statements copied into Word from ExcelFSM can be synchronized with the FSM workbook (0:56) YouTube
Microsoft Word 2007, 2010, 2013, 2016, or 2019. (Note: to access QuickBooks Desktop Company file, Word must be 32-bits)
a computer running Microsoft Windows XP or later;
.NET 2.0 (Note: to access QuickBooks Online Company file, .NET 4.6.1 or later is required)