Database and Record Keeping Systems
High-quality, reliable data is essential for optimizing resources, ensuring compliance, streamlining workflows, and enabling accurate data analysis and decision-making. With dependable data, businesses can also pinpoint areas for improvement and uncover new growth opportunities. At Spreadsheet Solutions, we specialize in building customized record management systems tailored to your unique needs, making it easy to input, store, and manage your data efficiently.
Our systems typically feature an intuitive input sheet, allowing users to easily submit the required data. We incorporate built-in controls to ensure only accurate, high-quality data is entered into the system. Once submitted, the data is uploaded and stored in a centralized database, forming the foundation for further analysis. From there, custom reports and additional systems can be developed to allow users to extract insights, generate meaningful reports, or integrate the data with other tools and platforms seamlessly.
Management Reports
Business reports are valuable and essential tools to track and analyse the performance and overall health of the business while identifying areas for improvement and opportunities for growth.
We build the tables that will maximise the insight from your data whilst allowing you to take a relatively hands-off approach to the report creation and updating process.
Invoice Generators
Manual invoicing can be a time-consuming and error-prone process. Using Excel-based invoice generators can help automate the invoicing process and make it easy for small business owners to create professional, accurate invoices, at a low cost.
Our invoice generators are typically built as an extension to the database system. Users input the relevant information (such as order details), and this is stored in a table. A bespoke invoice template then picks up the data and generates the required invoices as PDF files when requested. Additional features can also be added, such as to automatically upload your invoices into cloud accounting systems (e.g. Xero).
Three Statement Models
The 3-statement model is an integrated model used to forecast the income statement, balance sheet and cash flow statement of a business for purposes of projecting its forward-looking financial performance. Such projections are useful for business leaders who are planning and budgeting for the near term and forecasting their company’s performance. They also help identify investment needs and assist in valuing the business.
Our models are tailored to the unique circumstances of your business. We work with you to understand your business and its key drivers and build a model that simulates your business's operations. Inputs can then be provided to show the outcomes of the effects of different scenarios and conditions on your business.
The model we build for you is not a single-use product, and instead will become your valuable tool for many reporting periods. Because our models are easily updated to show your business's actual financials, you will always have accurate and relevant data ready to help you make the right management decisions.
Spreadsheet Assistance and Outsourced Services
Most spreadsheets are developed to be used overtime which will require regular updating and maintenance. This process can be tedious and repetitive, and many business owners may prefer to spend their time on other tasks.
Spreadsheet Solutions provides a subscription-based spreadsheet outsourcing service to handle and complete your repetitive spreadsheet tasks on a regular basis. Such tasks that you can outsource to us can include data-entry, uploading data into your reporting packs, and rolling over management reports.