
Managing Financial Data

You can simplify your financial workflows with our Smarter Accounts app.
Managing financial data across various systems can be a daunting task. If you’re juggling spreadsheets, accounting software, and manual reports, it’s easy to feel overwhelmed. That’s where Smarter Accounts comes in.
Smarter Accounts can be used to create one easy-to-navigate interface within Smartsheet from where you can sync selected financial data. Instead of manually transferring between platforms, this app automates the flow of information by integrating with the accounting package Xero, reducing errors and saving you valuable time.
Here’s how it works:
We would integrate your Smartsheet with your digital accounting package.
Choose the tailored financial synchronizations that suit your specific business needs and then see your data appear in Smartsheet. Don’t forget you can incorporate our Smarter PDF Creator to automatically produce Financial Output eg Invoices, Work Orders, Purchase Orders etc.
Find the demonstration video on our Smarter Accounts webpage – you definitely get a feel for how much more organised you can be by having everything in one place!












