Frequently Asked Questions
This FAQ hub covers common implementation and commercial questions for Bank Reconciler, CodeIQ, LedgerIQ and PrepIQ. The products are linked: reconciliation quality, transaction coding quality, financial analysis and the year-end file all build on the same ledger. The product-specific FAQ pages below break out answers by workflow, including setup requirements, data handling, and usage patterns.
Bank Reconciler FAQ topics focus on statement import formats, matching behaviour, reconciliation exceptions, and export options. If you are rolling out bank reconciliation at team level, this section helps validate fit before onboarding users.
CodeIQ FAQ topics cover coding automation, rule behaviour, review controls, and best practices for scaling transaction coding while maintaining consistency. This is useful for firms reducing manual categorisation load or standardising coding logic across staff.
LedgerIQ FAQ topics address analysis modules, reporting outputs, and how to transform ledger data into insights for management packs and advisory meetings. Use these pages to confirm coverage for financial analysis and client reporting scenarios.
If you are in evaluation mode, start with the product-specific FAQ that matches your immediate bottleneck, then use the related links to compare features, guidance, and onboarding requirements. This sequence reduces ambiguity during procurement and gives operations teams a practical rollout checklist before launch.
PrepIQ FAQ topics cover year-end and statutory accounts, micro-entity accounts, the corporation tax computation and working papers, and how PrepIQ prepares the year-end file for UK and Irish practices.
For complex deployments, reviewing all four FAQ tracks together helps identify dependencies before configuration begins.