Services

Custom Financial Statements in Excel

If your Accounting Software doesn't generate the Financial Statements you want and you are resorting to Spreadsheets with manual entry, we may be able to help.

Our Breeze Accountants Worksheet program is designed to import data from any Accounting Software that can export a Trial Balance into an Excel report. We will help design a template to your specifications that will allow for imported updates from Excel formatted Trial Balance reports using Breeze Accountants Worksheet rather than manual entry from the Excel report. Our XL Template is then used to connect to the imported data and prepare Custom Financial Statements in Excel.

Requirements:

Custom Export  File Format

 A custom export file format can be developed for use with Breeze Time Management to export time into an acceptable file format for import into a third party accounting or payroll program if the third party import data requirements match existing data types in the Breeze Time Management database file.

Requests

Please email your requests to  Sales and Services.