Forty-plus analysis modules from one general ledger export. Trial balance, P&L, balance sheet, cash flow. Liquidity, leverage, return ratios. DuPont, break-even, anomaly detection, revenue forecasting. Branded board pack PDF in seconds. Works with QuickBooks, Xero, Sage, Pandle, NetSuite — any platform that exports a GL.
Different platforms structure their charts of accounts differently. QuickBooks doesn't tell you which accounts are current assets versus fixed; Xero's account types don't always line up with proper financial-statement categories; Sage uses its own taxonomy. LedgerIQ's Universal Enrichment system reads any chart and auto-classifies every account into the right financial-statement bucket — so the analysis modules can run no matter where the GL came from.
Every account in the GL gets categorised: current vs fixed assets, current vs long-term liabilities, equity, revenue, COGS, opex. The full financial-statement taxonomy.
Configure your fiscal year start month. All comparative periods, year-over-year deltas, and trend modules respect it. UK April-start, US January-start, custom — all supported.
Opening balances detected and applied properly to balance-sheet rollups. Trial balance reconciles. P&L isolates the period.
Most analytics tools give you a P&L and call it a day. LedgerIQ gives you the full board pack — core statements, ratios, working capital, profitability, trends, forecasting, advanced analysis like DuPont and break-even. Each module is interactive, exportable, and explainable by RiQ.
RiQ runs alongside LedgerIQ. Ask questions in plain English; RiQ navigates to the right module, pulls the relevant numbers, and explains what they mean. It can also drive the dashboard for you — switch views, apply filters, generate reports, export PDFs — by command.
RiQ's not a chatbot bolted onto the side. It's wired into the dashboard's command system — when you ask it to "show me Q3 vs Q4 margins", it actually navigates to the margin analysis module and applies the filter. When you ask it to "explain why current ratio dropped", it pulls the underlying account movements and generates a narrative explanation.
Every module renders interactive charts via ApexCharts (migrated from Chart.js in April 2026 for sharper SVG output). Editorial palette, brand-consistent typography, hover tooltips with the underlying numbers. Export any chart as PNG or SVG for slides, or roll the whole dashboard up into a PDF board pack.
SVG output by default — sharp on retina, smooth resize, works in print. 25 chart types across the 40+ modules: bars, lines, areas, donuts, heatmaps, candlesticks for valuation modules.
Editorial cream + ink with LedgerIQ teal accents. No clashing rainbow defaults. Charts inherit the design tokens — change one variable, every chart updates.
Right-click any chart → export as PNG or SVG for your client deck. Resolution-independent SVGs scale cleanly to print. PNGs at 2× density for screens.
Pick the modules you want, hit export, get a branded PDF board pack. Cover page, table of contents, executive summary auto-generated by RiQ, then each chosen module rendered with its chart and supporting commentary. Excel exports for the underlying data; chart PNG/SVG for slide decks.
Branded cover, exec summary by RiQ, chosen modules rendered as pages with charts and narrative. Print-ready or share as PDF.
The underlying numbers, not just images. P&L, balance sheet, ratio tables, trends — every module's data exportable to .xlsx for your own modelling.
Any chart, any module, downloadable as PNG (2× resolution) or SVG (vector). Drop straight into a slide deck or client report.
LedgerIQ is platform-agnostic. Drop in a GL export from QuickBooks, Xero, Sage, Pandle, FreeAgent, NetSuite — or a generic CSV/XLSX from anywhere. The Universal Enrichment system reads the structure and runs every module. No connector setup required.
LedgerIQ runs entirely in your browser. The GL export is read locally; no upload to a server, no data ever leaves the device. The whole engine — parser, enrichment, modules, charts, PDF generator — is JavaScript running client-side.
The GL file is parsed in JavaScript. Nothing is sent to a server. You can run LedgerIQ on the most sensitive client books with confidence the data stays local.
Every module re-computes when you change period, fiscal year, or comparison. The whole dashboard recalculates in under a second for typical SMB GLs.
Migrated from Chart.js in April 2026 for sharper output and better print quality. Chart factory enforces brand consistency; legacy modules render through an adapter shim.
Because the engine is client-side, the GL never leaves your browser. The most sensitive client data — every transaction, every balance, every customer — stays on your device. We don't see it because we don't have it.
The whole GL parser, enrichment system, and analysis engine runs in your browser. No server upload. Cuts the risk surface to zero.
Save state to your account if you want to come back later. Otherwise, close the tab and the GL is gone. Your call.
Data minimisation isn't a policy here — it's the architecture. We can't share what we don't have.
Yes. Export the general ledger from your platform — QuickBooks, Xero, Sage, NetSuite, anything that exports a GL — and drop it into LedgerIQ. No OAuth setup, no connector. Most users work this way.
Actual GL. A trial balance alone is a snapshot — it can produce a balance sheet but it can't drive transaction-level analysis like anomaly detection, expense correlation, or seasonality. LedgerIQ uses the GL because that's where the interesting analysis lives.
Two reasons. The first is privacy: your most sensitive client data never leaves your browser. The second is speed: there's no upload latency, no server queue, no waiting. Hit upload and the dashboard renders in under a second.
Per-entity analysis is fully supported — switch between entity GLs in the dashboard. Cross-entity consolidation is on the roadmap but not yet shipped. For now, run each entity separately and compare.
Configurable. Set your fiscal year start month per dataset; all comparatives, period analysis, and trend modules respect it. UK April-start, US January-start, custom — all work.
Yes — three ways. PDF board pack with selected modules, branded cover, RiQ-generated commentary. Excel workbook with the underlying numbers across multiple tabs. Or individual chart images (PNG / SVG) for dropping into a deck.
Fully. The Universal Enrichment system handles US chart-of-account conventions, January fiscal year start, US-specific account types. Tax efficiency, credit risk, lending analysis modules are jurisdiction-aware.
RiQ is the same AI assistant that runs across the IQ Suite — wired into LedgerIQ's command system so it can navigate modules, apply filters, generate explainers, and build board reports on command. Plain-English questions in, dashboard actions and narrative answers out.
Yes. Starter is free with 5,000 credits a month — enough to run the dashboard regularly. See pricing.
Bank statement against books. Smart matching, fuzzy descriptions, OAuth into 6 platforms, PDF converter for 17+ banks. The first step before clean analysis.
ReconcileIQ features →An AI bookkeeper. 8-phase pipeline, Invoice OCR via Gemini Vision, Merchant Accounts tab for eBay/Amazon/PayPal, auto-posting to four platforms.
CodeIQ features →From raw GL to board pack in under a minute. Free to start, no card required.