Use case

Excel workflows with controlled numbers

Keep Excel where it adds value, but work from controlled and updated numbers.

Real Sumledger screenshot of a consolidated income statement report

Excel should be an analysis surface, not the control system

Excel remains one of finance's most important working tools. The risk appears when the spreadsheet also becomes the place where data is collected, cleaned, mapped, controlled and explained every month.

Sumledger lets the team keep Excel where it adds value, while moving control of the data foundation, mapping and traceability into one shared platform.

Controlled numbers directly into Excel

With Sumledger EXL, finance can bring updated group numbers into Excel without manually copying data from several ERP systems. It gives the freedom to build analyses, models and reporting packs in a familiar format while the numbers still come from the same controlled data foundation.

The result is less time spent on exports and reconciliations, and more time for analysis, explanation and decision support.

Challenge

When Excel still adds value, but the data foundation needs to improve

Sumledger is built for finance teams that need more control without replacing the systems companies already use.

Excel is still part of the workflow

A typical sign that the group needs one shared control layer.

Manual copy-paste

A typical sign that the group needs one shared control layer.

Weak data foundation

A typical sign that the group needs one shared control layer.

What Sumledger supports

From need to practical workflow

The workflow builds on existing group structure, accounting systems, and reporting needs.

Excel plug-in

A central part of this Sumledger use case.

Export

A central part of this Sumledger use case.

Reports

A central part of this Sumledger use case.

Product proof

From workflow to data foundation

The workflow connects reporting, control and explanation to the same data foundation.

Shared model

Numbers can be compared across companies, accounts and dimensions.

Practical control

Controllers get a structured path from report to explanation.

Relevant features

Features that support the workflow

These features are often relevant for this use case.

Excel Workflows

Work exactly how you want. Pull live numbers straight into Excel with Sumledger EXL for full control, or explore powerful reports directly in the platform. One source of truth and complete freedom in how you use it.

Pull live numbers into Excel
Use platform reports
Work from one source of truth

Drilldown and Excel

Start at group level. Drill down to company, account and transaction. Export to Excel when you need deeper analysis.

Drill down from group level
Analyze company, account and transaction
Export to Excel

Shared reporting

Everyone works from the same numbers. Live reports, comments and full audit trail – ready for CFOs, controllers and auditors alike.

Live reports
Comments
Full audit trail

FAQ

Frequently asked questions

A few practical clarifications before a demo.

Sumledger is a financial control layer for group finance. It sits above existing ERP and accounting systems and helps CFOs, controllers, and finance teams with reporting, consolidation, and control across companies, accounts, dimensions, and transactions.

Sumledger is built for groups that have outgrown Excel but do not need heavy traditional consolidation solutions. It is especially relevant for groups with several companies, often across countries, systems, and reporting requirements.

The goal is to connect Sumledger to the systems your companies already use, so numbers can flow in without manual export and copy-paste routines. Which data can be synced automatically depends on the system, integration, and setup.

Yes. Sumledger supports reporting and analysis across group structure, companies, accounts, and dimensions where the underlying data is available. Teams can also keep Excel in the workflow when it is the most practical way to analyze or present numbers.

Assess this against your group structure

We can show how Sumledger handles companies, systems, and reporting in a concrete demo.

Book demo