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Word FSM

for Word 2007 or later

Automate Word Financial Statements

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.

 WordFSM Quick Overview (1:11)     YouTube

Watch the following video to see a 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)

[0:00] Introduction
[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

See how it works:      html       pdf

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

A statement writer for QuickBooks

WordFSM is used in sync with ExcelFSM, but it can also be used as a stand alone financial statement writer for QuickBooks.  Learn more

      Help file:     html       pdf

System requirements:

Microsoft Word 2007 or later.
a computer running Microsoft Windows XP or later;
.NET 4.0
To access QuickBooks Desktop company files with Microsoft Word 64-bit, .NET 4.8 is required.
To access QuickBooks Online company files, .NET 4.6.1 or later is required.

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