Expert-Level Templates

Select from a variety of professional spreadsheet templates. Visualize your data using advanced charts and breakdowns.

Beautiful charts

Advanced visualizations

Complex formulas

Complete Customization

Our spreadsheet templates are just spreadsheets. Change them anyway you want except for specific tabs reserved for synced data.

Add your calculations

Create new charts

Change style to fit your brand

Invite teammates and colleagues to your workspace and let them create new reports and improve existing ones.

Add collaborators by email

Restrict access using roles

Share externally by adding email recipients

Connect your company with just a few clicks and get live data sync to your custom spreadsheet reports.

QuickBooks Online

Xero (coming soon)

More to come…

Using Excel? Get your up-to-date reports by email. Prefer Google Sheets? Sync your reports with live data in the cloud.

Daily, weekly or monthly

Scheduled Excel reports by email

Sync reports in Google Drive (coming soon)

We are constantly working on expanding our template library and will be happy to review new ideas and suggestions.

Tell us your business needs

Get templates for your current reports

Suggest new platforms and integrations