Works with / Excel / OneDrive
Yes — Excel / OneDrive plugs in.
A CSV export on a schedule is a perfectly good integration. We would rather you keep your system than change it.
- How it connects
- A sheet we sync
- Your time on setup day
- about 5 minutes
Your system exports, we read the sheet. Nothing installed, nothing to migrate.
We drive the rest. You are on the call for the sign-in and the tone check.
What it can see
- The workbook or export you share
What it never sees
- The rest of your drive
Workers that use Excel / OneDrive
The Chaser
Chases unpaid invoices and missing documents until they land.
The Data Clerk
Types your invoices, receipts and forms into the system.
The Reporter
Writes the weekly numbers email nobody gets around to writing.
The Bookkeeper
Matches your bank feed to the records, then closes the month.
Routes are how your tools connect, not a claim that a wire already exists. We confirm your exact route on the setup call — before you are quoted, and before you pay anything.