Quest IQFinancials® converts Excel into a tightly integrated analytical tool for your general ledger system. Users can leverage the strength of the spreadsheet with seamless dynamic integration to Information, along with powerful drill-down capability to the lowest level of detail. It allows users to build a wide range of reports from simple ad hoc workbooks to complex dashboard-type views of critical business data.

IQFinancials® eliminates the re-keying or downloading of data into the spreadsheet and makes the spreadsheet an integral part of the application. Automate board reporting and improve efficiency While maintaining the full functionality of the Excel spreadsheet application,

IQFinancials allows the user to totally automate board reporting packages as well as other financial statements. Reports that previously took days to create are now ready for distribution in minutes. The combination of powerful spreadsheet functions (charting, graphing, text formatting and sorting) and dynamic drilling provides the basics for building accurate, elegant income statements, balance sheets, and other critical statements.

Banks and credit unions are using this technology to:

  • Automate board reporting packets and financial reports
  • Snap-on software to Fiserv, FIS, Jack Henry and other core systems
  • Distribution engine automates distribution of reports to end users
  • Deployment includes installation and configuration as well as a comprehensive training program
  • From Excel, drill from summary income statements or balance sheets down to detailed transactions with just a click
  • Reasonably priced for small and midsized institutions


Automate board reporting and all financial reports with an easy to use Excel automation tool.


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