LedgerIQ is a powerful, one-click financial analysis software that transforms your General Ledger export (from any accounting system) into comprehensive reports, charts, and actionable insights. It automates complex financial analysis, making expert-level understanding accessible instantly.

What kind of insights can I get from LedgerIQ?

LedgerIQ provides a full suite of financial analysis, including: detailed Profit & Loss, Balance Sheet, and Cash Flow Statements; Common-Size analysis; extensive profitability ratios (Gross, Operating, Net Margins, ROA, ROE); DuPont analysis; liquidity and debt leverage ratios; working capital and cash conversion cycle analysis; break-even/CVP analysis; revenue and expense structure insights; trend analysis (MoM, QoQ, YoY); revenue forecasting; seasonality detection; budget vs actual analysis; productivity metrics; and even transaction anomaly detection.

Can I download reports from LedgerIQ?

Yes! LedgerIQ allows you to download professionally formatted reports, charts, and entire dashboards in PDF format, perfect for presentations, client meetings, board reports, or internal reviews.

Is LedgerIQ really 'one-click'?

After a quick, secure upload of your General Ledger file, generating the comprehensive suite of analyses is incredibly fast – often feeling like 'one-click'. LedgerIQ intelligently processes your data. For enhanced accuracy in certain areas (like BS classification or COGS identification), it may offer simple, guided prompts for data enrichment, ensuring the insights are perfectly tailored to your business.

LedgerIQ: One-Click Financial Mastery | Transform Your GL into Strategic Intelligence

Transform Your Financial Analysis Forever

See how LedgerIQ revolutionizes the way you understand your business finances

Financial Analysis Task	Traditional Way	With LedgerIQ
Generate P&L Statement	2-4 hours of manual Excel work	Instant, with drill-down capabilities
Calculate Financial Ratios	Complex formulas, prone to errors	Automated with industry benchmarks
Cash Flow Analysis	Hire consultant (£500-£2000)	One-click generation (Indirect Method)
Break-Even Analysis	Manual cost classification, static	Dynamic CVP with what-if scenarios
Trend Analysis	Basic charts if you're Excel-savvy	MoM, QoQ, YoY with forecasting
Board-Ready Reports	Days of preparation	Professional PDFs in seconds

Save 20+ Hours Monthly

Eliminate manual data processing and report creation. Focus on strategic decisions, not spreadsheet formatting.

Error-Free Analysis

Automated calculations eliminate formula errors. Built-in data validation ensures accuracy you can trust.

Uncover Hidden Insights

Advanced analytics reveal patterns and opportunities you'd miss in traditional spreadsheets.

Democratize Financial Intelligence

No finance degree required. LedgerIQ makes expert-level analysis accessible to everyone in your organization.

Replace Expensive Consultants

Get the same insights you'd pay thousands for, included free with your ReconcileIQ subscription.

Real-Time Decision Making

Upload fresh GL data anytime for instant analysis. Make decisions based on your latest numbers, not last month's report.

From Raw Data to Rich Insights in Minutes

LedgerIQ's intelligent analysis engine makes sophisticated financial analysis as simple as uploading a file.

1

Export Your GL Data

Export your General Ledger, Nominal Ledger, or Trial Balance Detail from your accounting software (Xero, QuickBooks, Sage, Pandle, etc.) as CSV or XLSX. No API setup needed.

2

Secure Upload & Processing

Drag & drop your file into LedgerIQ. Our intelligent parser automatically recognizes your GL format and structures the data. Bank-grade encryption protects your information.

3

Smart Data Enrichment

Answer a few simple prompts to classify accounts (e.g., identify COGS, set fiscal year). LedgerIQ uses these to tailor analysis perfectly to your business.

4

Explore & Export Insights

Navigate through comprehensive dashboards, drill into specific analyses, run what-if scenarios, and download professional PDF reports for stakeholders.

Experience the Magic - Start Free

A Complete Financial Analysis Suite at Your Fingertips

Every analysis tool you need to understand, optimize, and grow your business - all from a single GL upload.

Core Financial Statements

Generate accurate, detailed financial statements instantly. Get the full picture of your financial position with professional formatting and drill-down capabilities.

Profit & Loss

Multi-period comparisons
Gross profit analysis
Operating expense breakdown

Balance Sheet

Asset/Liability classification
Working capital highlights
Equity reconciliation

Cash Flow Statement

Indirect method calculation
Operating/Investing/Financing
Free cash flow analysis

Trial Balance

Account-level detail
Debit/Credit validation
Period comparisons

Profitability Deep Dive

Understand what drives your profits with sophisticated margin analysis, break-even calculations, and DuPont decomposition.

Margin Analysis: Gross, Operating, and Net margins with waterfall visualization
Break-Even & CVP: Dynamic cost-volume-profit modeling with what-if scenarios
Revenue Insights: Stream analysis, concentration risk, growth patterns
Expense Structure: Fixed vs. variable costs, COGS vs. OpEx breakdown
Return Ratios: ROA, ROE with industry benchmarking
DuPont Analysis: Three and five-factor ROE decomposition

Financial Health & Liquidity

Monitor your company's financial stability with comprehensive liquidity analysis and working capital management tools.

Liquidity Ratios

Current, Quick, and Cash ratios with trend analysis

Working Capital

Operational liquidity and efficiency metrics

Cash Conversion

DSO, DIO, DPO analysis and CCC optimization

Debt & Leverage

Debt ratios and interest coverage analysis

Trends, Forecasting & Advanced Tools

Go beyond historical analysis with predictive insights, anomaly detection, and sophisticated modeling capabilities.

Trend Analysis: MoM, QoQ, YoY comparisons for all key metrics
Revenue Forecasting: Holt-Winters and ensemble methods with confidence intervals
Seasonality Detection: Identify and quantify seasonal patterns
Budget vs. Actual: Variance analysis with drill-down capabilities
Anomaly Detection: Statistical and rule-based transaction analysis
What-If Scenarios: Interactive modeling for strategic planning

Complete Analysis Module Library

Common-Size Statements

Inventory Efficiency

Receivables & Payables

Productivity Metrics

Asset Management

Ratio Trends

Expense Correlation

Changes in Equity

Calculate Your Time & Cost Savings

See how much time and money LedgerIQ can save your business

Hours spent on financial analysis monthly

Your hourly rate (£)

Annual consultant fees (£)

Your estimated annual savings with LedgerIQ:

£17,000

Plus countless hours back in your month!

Frequently Asked Questions

What is LedgerIQ?

LedgerIQ is a powerful financial analysis platform built into ReconcileIQ that transforms your General Ledger export into comprehensive business intelligence. With one click, you get professional financial statements, ratio analysis, trend insights, forecasting, and much more - analysis that would typically require expensive consultants or hours of manual work.

How does LedgerIQ work with my existing accounting software?

LedgerIQ works with ANY accounting software that can export a General Ledger (GL), Nominal Ledger, or Trial Balance Detail report. Simply export your data as CSV or XLSX from Xero, QuickBooks, Sage, Pandle, FreeAgent, Wave, MYOB, NetSuite, or even custom Excel systems. No API connections or integrations needed - if you can export it, LedgerIQ can analyze it.

What kind of insights and reports can I get?

LedgerIQ provides a comprehensive suite of financial analyses, including:

Financial Statements: P&L, Balance Sheet, Cash Flow (Indirect), Changes in Equity, Trial Balance
Profitability Analysis: Margin analysis, Break-even/CVP, Revenue insights, Expense structure, ROA/ROE, DuPont
Financial Health: Liquidity ratios, Working capital, Cash conversion cycle, Debt & leverage metrics
Operational Efficiency: Asset management, Inventory efficiency, Receivables/Payables, Productivity metrics
Trends & Forecasting: MoM/QoQ/YoY analysis, Revenue forecasting, Seasonality detection, Budget vs. Actual
Advanced Tools: Anomaly detection, What-if scenarios, Expense correlation analysis

All analyses include interactive dashboards and downloadable PDF reports.

How much does LedgerIQ cost?

LedgerIQ is completely FREE for all ReconcileIQ users! There are no additional charges, no usage limits, and no credit card required. Simply sign up for a ReconcileIQ account and you have full access to all LedgerIQ features. This includes unlimited GL uploads, all analysis modules, and PDF report generation.

Is my financial data secure with LedgerIQ?

Absolutely. Data security is our top priority. We use bank-level AES-256 encryption for all data in transit and at rest. Your GL files are processed in isolated environments and automatically deleted after your session ends. We never permanently store your transaction data unless you explicitly choose to save specific analyses. LedgerIQ is GDPR compliant and we never share your data with third parties. You maintain complete control over your financial information.

Do I need accounting knowledge to use LedgerIQ?

No! LedgerIQ is designed to make financial analysis accessible to everyone. The platform guides you through any necessary data enrichment with simple prompts and provides clear explanations for all metrics and ratios. Whether you're a seasoned CFO or a business owner without formal finance training, LedgerIQ presents insights in an understandable, actionable format.

How often can I upload new GL data?

As often as you like! There are no limits on GL uploads. Many users upload monthly for regular reporting, while others upload weekly or even daily during critical periods. Each upload gives you fresh insights based on your latest data, enabling real-time decision making.

Have more questions about transforming your financial data?

Contact Our Team

Your GL Data is a Goldmine of Insights

Stop leaving money on the table with inadequate financial analysis. Join thousands of businesses using LedgerIQ to unlock their financial potential. Free forever for ReconcileIQ users.

Unlock Your Financial Intelligence Now See All Features

No credit card • No complicated setup • Just instant insights

Transform Your GL Data Into Strategic Business Intelligence