Your accounting data, straight into your spreadsheets
Say goodbye to hours wasted copying from QuickBooks/Xero. Sync your accounting data with any spreadsheet and watch all your reports auto-update.
How SavvySheets can improve your finance department:
Build any spreadsheet - your way!
Detailed P&L Statement
For: Finance Director| Jan | Feb | Mar | |
|---|---|---|---|
| Revenue | |||
| Enterprise Licenses | $285,400 | $312,800 | $342,500 |
| SMB Subscriptions | $124,300 | $138,500 | $147,800 |
| Implementation Services | $42,800 | $53,200 | $48,500 |
| Total Revenue | $452,500 | $504,500 | $538,800 |
| Cost of Revenue | |||
| Support & Infrastructure | ($127,900) | ($129,700) | ($134,000) |
| Product Delivery Costs | ($84,500) | ($89,200) | ($91,600) |
| Total Cost of Revenue | ($212,400) | ($218,900) | ($225,600) |
| Gross Profit | $240,100 | $285,600 | $313,200 |
| Gross Margin % | 53.1% | 56.6% | 58.1% |
| Operating Expenses | ($204,300) | ($214,100) | ($224,000) |
| Operating Income (EBIT) | $35,800 | $71,500 | $89,200 |
SavvySheets doesn't change how you work. Keep building your spreadsheets exactly as you need them. Just replace manual data copying with our auto-updating formulas.
Build any spreadsheet - your way!
P&L Statement
Finance Director| Jan | Feb | Mar | |
|---|---|---|---|
| Revenue | |||
| Enterprise Licenses | 285k | 313k | 343k |
| SMB Subscriptions | 124k | 139k | 148k |
| Total Revenue | 409k | 452k | 491k |
| Support & Infrastructure | (128k) | (130k) | (134k) |
| Gross Profit | 281k | 322k | 357k |
| Operating Income | 77k | 108k | 133k |
SavvySheets doesn't change how you work. Keep building exactly as you need them. Just replace manual data copying with auto-updating formulas.
Build any spreadsheet - your way!
SavvySheets doesn't change how you work. Whether it's quick checks, custom dashboards, or complex analyses - keep building your spreadsheets exactly as you need them. Just replace the manual data copying with our auto-updating formulas. We're just here to make your life easier.
Our month-end reports now take a fraction of the time — and no more headaches from downloading spreadsheets manually. I wish we'd started using SavvySheets sooner.
Bas van Stiphout
Finance Director @ MKB Brandstof
Familiar with VLOOKUP? Then you're ready for SavvySheets
If you've ever used spreadsheet formulas, you already know enough to use SavvySheets. Our plugin adds a few formulas to your spreadsheet - drop them in any cell you need accounting data, and that's it. No training needed, no new software to master. It's that simple.
SavvySheets puts our live financial data at our fingertips — no more digging, exporting, or second-guessing.
Emma Knight
Head of Finance & Operations @ Cloud Capital
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | Oct-2024 | Oct-2024 | |||
| 2 | CFO Monthly Report | Budget | Actual | Variance $ | Variance % |
| 3 | |||||
| 4 | Revenue | ||||
| 5 | Electronics Sales | $8,523,000 | $8,917,342 | $394,342 | 4.6% |
| 6 | Accessories & Services | $1,847,500 | $1,962,831 | $115,331 | 6.2% |
| 7 | Extended Warranties | $751,200 | $708,915 | -$42,285 | -5.6% |
| 8 | Total Revenue | $11,121,700 | $11,589,088 | $467,388 | 4.2% |
| 9 | |||||
| 10 | Cost of Goods Sold | ||||
| 11 | Product Cost | -$4,261,500 | -$4,412,673 | -$151,173 | 3.5% |
| 12 | Fulfillment Cost | -$853,600 | -$927,451 | -$73,851 | 8.7% |
| 13 | Vendor Rebates | $248,750 | $281,392 | $32,642 | 13.1% |
| 14 | Total COGS | -$4,866,350 | -$5,058,732 | -$192,382 | 4.0% |
| 15 | |||||
| 16 | Gross Profit | $6,255,350 | $6,530,356 | $275,006 | 4.4% |
| 17 | |||||
| 18 | Operating Expenses | ||||
| 19 | Store Rent | -$450,000 | -$450,000 | $0 | 0.0% |
| 20 | Staff Salaries | -$4,198,400 | -$4,276,832 | -$78,432 | 1.9% |
| 21 | Marketing & Promotions | -$852,300 | -$981,547 | -$129,247 | 15.2% |
| 22 | Utilities & Maintenance | -$148,925 | -$143,668 | $5,257 | -3.5% |
| 23 | Total OpEx | -$5,649,625 | -$5,852,047 | -$202,422 | 3.6% |
| 24 | |||||
| 25 | EBIT | $605,725 | $678,309 | $72,584 | 12.0% |
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Oct-2024 | Oct-2024 | ||
| 2 | P&L Report | Budget | Actual | Var % |
| 3 | ||||
| 4 | Revenue | |||
| 5 | Electronics Sales | $8,523,000 | $8,917,342 | 4.6% |
| 6 | Accessories & Services | $1,847,500 | $1,962,831 | 6.2% |
| 7 | Total Revenue | $10,370,500 | $10,880,173 | 4.9% |
| 8 | ||||
| 9 | Cost of Goods Sold | |||
| 10 | Product Cost | -$4,261,500 | -$4,412,673 | 3.5% |
| 11 | Fulfillment Cost | -$853,600 | -$927,451 | 8.7% |
| 12 | Total COGS | -$5,115,100 | -$5,340,124 | 4.4% |
| 13 | ||||
| 14 | Gross Profit | $5,255,400 | $5,540,049 | 5.4% |
| 15 | ||||
| 16 | Operating Expenses | |||
| 17 | Staff Salaries | -$4,198,400 | -$4,276,832 | 1.9% |
| 18 | Marketing | -$852,300 | -$981,547 | 15.2% |
| 19 | Total OpEx | -$5,050,700 | -$5,258,379 | 4.1% |
| 20 | ||||
| 21 | EBIT | $204,700 | $281,670 | 37.6% |
Free yourself from the manual data export nightmare
Life Before SavvySheets
- Hours spent logging into QuickBooks/Xero
- Downloading endless CSV files
- Creating pivot tables and cleaning data
- Realizing you grabbed the wrong ledger
- Repeating the same process tomorrow
Life After SavvySheets
- Build spreadsheets exactly how you want
- Drop in simple SavvySheets formulas
- Watch data automatically populate
- Change timeframes with one click
- Enjoy accurate, real-time insights
Life Before SavvySheets
- Hours spent logging into QuickBooks/Xero
- Downloading endless CSV files
- Creating pivot tables and cleaning data
- Realizing you grabbed the wrong ledger
- Repeating the same process tomorrow
Life After SavvySheets
- Build spreadsheets exactly how you want
- Drop in simple SavvySheets formulas
- Watch data automatically populate
- Change timeframes with one click
- Enjoy accurate, real-time insights
Ready to make the switch?
Join other savvy finance professionals who've already transformed their workflow
Start Your Free TrialOur hassle-free formula wizard does all the heavy lifting
Forget about complicated formulas, new programming languages, or technical know-how. Our formula wizard walks you through how to create the formula and sync your data in seconds. Select what you need and where you want it, and let the wizard handle the rest.
Formula Wizard Demo
Once we brought on our private equity partner, the pressure on our finance team ramped up fast. Maintaining multiple dashboards and preparing monthly reporting packs was eating up days. With SavvySheets, we've cut that down to just a few hours — and the team finally has room to focus on the bigger picture.
Robert Lefebvre
CEO @ The Installation Group
Try out SavvySheets for Excel/Google Sheets free for 30 days
Sign up for early access. Love it? Then you can sign up for one of our three plans.
Why I created SavvySheets
As a former M&A banker and now part-time corporate finance consultant, I've experienced how much time is wasted copying data from accounting software into spreadsheets.
Inspired by tools like CapitalIQ's Excel plugin, I partnered with my technical co-founder to create SavvySheets—helping finance teams work smarter by automating the tedious.
Let's work smarter, not harder.
Get started with SavvySheets today
Switch to easy mode and reclaim hours of your time
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