Sync trial balance
Export trial balance from your ERP or database, and sync in to Wdesk Spreadsheets. Transfer large data sets quickly, with or without formulas included.
Summarize trial balance data to create your consolidated financial statements. Add lookups, cross-sheet formulas, and formatting. Use the advanced formula editor to easily dissect formulas.
Work with multiple people, in the same section, at the same time. Track changes at the cell level.
Link your summarized financials to your master Workbook. Accommodate late transactions with a simple sync of the new trial balance. Changes update financial statements automatically.
Start the next period using your same set-up—without starting from scratch.
Request a live demonstration to see how mapping your trial balance into Wdesk could work for you.