Documents and charts arranged on a desk

AV Apps for Microsoft 365 workflows

Linked Documents keeps PDF context close to the spreadsheet work.

Attach, organize, review, search, and extract information from linked PDF documents inside Excel.

About AV Apps

Focused software for practical document work.

Company

AV Apps builds focused workplace tools for teams that manage documents, spreadsheets, and review steps in Microsoft 365.

Industries

AV Apps supports finance, audit, procurement, engineering, and construction teams that work with documents, spreadsheets, and review processes.

Products

Linked documents: PDF data extraction, commenting and audit evidence.

Demo available

Linked Documents

Linked Documents allows teams to work with PDF source documents directly in Excel. It enables teams to create auditable links between Excel spreadsheets and PDF documents, search for information in linked PDFs and extract regular data from PDFs into spreadsheets. This ensures that document review and extraction work remains connected to the spreadsheet context in which decisions are made.

  • Attach any number of linked PDF documents to a spreadsheet.
  • Capture, organize, and review document references in one working context.
  • Search and extract information from linked PDFs when preparing spreadsheet outputs.
  • Use the product documentation at docs.linkeddocs.avapps.co.
Spreadsheet and document review materials on a desk

Audit and financial control

Reference financial documentation from Excel

Create references to text and numbers in financial documentation during audit work. Use extracted document references in spreadsheet calculations, navigate instantly from a selected spreadsheet reference to the source location in the PDF, and extract repetitive information from forms, invoices, and similar records.

Engineering and construction

Review contractor documentation

Comment on contractor documentation, summarize and group comments, prepare comment response sheets, extract tagged items with pattern search, and mark up PDFs for engineering and construction review contexts.

Procurement

Prepare procurement packages

Summarize contractual information, prepare requisition packages, connect source documents to procurement trackers, and keep vendor, invoice, scope, and contract references available from the spreadsheet.

Finance

Trace spreadsheet figures to source documents

Link budget, forecast, invoice, and reporting figures back to PDF source material. Review supporting evidence, extract recurring values from statements or forms, and keep finance workbooks connected to their underlying documentation.

Demo

Request a Linked Documents demo

See Linked Documents in context

Contact AV Apps to schedule a demo and discuss how Linked Documents can support your document-linked spreadsheet workflows. Purchasing is not open yet.

Request a demo

Contact

Reach AV Apps.