Get help

Help center

Guides and answers

Contact support

Write to our team

Sign in to

Workflows

Build processes with your team

Automations

Connect files and automate tasks

One system, four parts

AI agents

Virtual Employees that work 24/7

Automations

Connect files and automate tasks

Workflows

Build processes with your team

Data Space

Trusted data sharing and control

Solutions by department

Finance

Reports, budgets, and reconciliations

Inventory and manufacturing

Stock, orders, and production in one view

HR

Timesheets, attendance, and reviews

Project management

Status and workload across projects

Sales and CRM

Leads and deals kept up to date

Education

Student records and school data

Finance

Turn manual finance work into reports that update themselves.

What Finance teams automate

  • Track payables and receivables
  • Build cash flow statements
  • Compare budget against actuals

Inventory and manufacturing

See stock levels and automate ordering.

What inventory and manufacturing teams automate

  • Track inventory across multiple sites
  • Connect sales, purchasing, and warehouse data
  • Link a barcode scanner to your sheet

HR

Run recruitment, attendance, and OKR tracking from your sheets.

What HR teams automate

  • Track recruitment and onboarding
  • Record team OKRs and results
  • Track check-ins, check-outs, and leave

Project management

Assign tasks and track hours without manual updates.

What project teams automate

  • Assign tasks and track status changes
  • Estimate effort and log hours worked
  • Track milestones across projects

Sales and CRM

Track leads and sales performance with automated reports.

What sales teams automate

  • Track and convert leads
  • Set sales goals and track team metrics
  • Monitor sales KPIs on dashboards

Education

Automate attendance, grades, and school purchasing.

What schools automate

  • Track attendance and notify parents
  • Record and compare class grades
  • Track inventory lent to students and staff

Find a use case

By department

How each team uses Sheetgo

By industry

How each industry uses Sheetgo

By company size

Small, medium-sized, or large

Learn

Blog

Guides and product news

Customer stories

How teams like yours use Sheetgo

Help center

Guides and answers

Why Sheetgo

Compare

How Sheetgo compares with other tools

Security

How we protect your data

Trust center

Our compliance details

Sign in to

Workflows

Build processes with your team

Automations

Connect files and automate tasks

One system, four parts

AI agents

Virtual Employees that work 24/7

Automations

Connect files and automate tasks

Workflows

Build processes with your team

Data Space

Trusted data sharing and control

Solutions by department

Finance

Reports, budgets, and reconciliations

Inventory and manufacturing

Stock, orders, and production in one view

HR

Timesheets, attendance, and reviews

Project management

Status and workload across projects

Sales and CRM

Leads and deals kept up to date

Education

Student records and school data

Find a use case

By department

How each team uses Sheetgo

By industry

How each industry uses Sheetgo

By company size

Small, medium-sized, or large

Get started

Templates

Ready-made workflows to start from

Learn

Blog

Guides and product news

Customer stories

How teams like yours use Sheetgo

Help center

Guides and answers

Why Sheetgo

Compare

How Sheetgo compares with other tools

Security

How we protect your data

Trust center

Our compliance details

Help center

Guides and answers

Contact support

Write to our team

Workflows

Build processes with your team

Automations

Connect files and automate tasks

SALES SOLUTION

Invoice generator

Generate customized invoices, convert to PDF and send directly to recipients via email.

BENEFITS

A fully automated invoice generator solution.

Save time and money

Streamline your invoicing process using your everyday tools such as Google Docs and Gmail. No need for expensive invoicing software.

Personalized docs

Generate hundreds of customized invoices in an instant by using forms and smart tags to transfer your dynamic data automatically.

Real-time insights

Receive the latest updates on the visual dashboard, so you can easily keep track of key metrics such as total monthly issues and top clients.

HOW IT WORKS

Generate personalized invoices in a matter of seconds

Customize your invoice template

Edit the invoice template to create a personalized invoice for your business. Add your logo, company details and more.

Input data using forms

Register clients, items and invoices using Sheetgo Forms. Your data will be transferred to your invoice database sheet automatically.

Generate new invoices and convert to PDF

Create unique invoices for each client. The smart tags in your template will be replaced with the dynamic data from your spreadsheet. Convert to PDF for easy sharing.

Share via Gmail

Automatically send personalized invoices to corresponding recipients using the contact details recognized in the spreadsheet. Send via Gmail as an attachment or access link.

Schedule automatic updates

Create a custom schedule to automatically update your workflow so that you can continue generating and sending invoices wherever you are.

View metrics in dashboard

Receive the latest updates in the visual dashboard and monitor key metrics including total invoices issued per month, top selling items and top clients.

TESTIMONIALS

What our users are saying.

Great product. Reliable and easy to use. Saved us a huge amount of time, especially when working with very large files in Google Sheets which can end up becoming unresponsive when trying to edit manually. Sheetgo solves this problem.

James Davies, Founder at Crossover Communications

Sheetgo has allowed us to facilitate and optimize the collection of data from many suppliers spread across many Excel spreadsheets in a few files that bring it all together. A huge time saver!

Clément Bocqué, Analyst at PepsiCo

Does what it says on the box with an ever growing set of functions. The product has saved us writing endless Google Apps script routines, a very cost-effective solution.

Mark Burgin, Director at Sysco Productions

We’ve been doing lots of manual work and we were wondering if there was a “set and forget” solution in the market. With Sheetgo our dashboards grow automatically, so we can focus on the content instead of making sure the latest update was correctly done. A game-changer!

Andres van der Boor, Senior Marketer at MT/Sprout

I’ve been using Sheetgo now for almost 2 years. It’s easy, powerful, and the Sheetgo team offers amazing customer service. I highly recommend that you check out Sheetgo. You will not be dissapointed!

David Johnson, VP of Paid Media at Constellation Agency

This works exactly as described — couldn’t do our business without it!

Harrison Harbin, Director of Digital Media at DOM360

RESOURCES

Expert advice and guidance

Our team of experts are constantly creating specialized resources including tutorials and articles, to help you make the most of Sheetgo and take your business to a whole new level.

Video

Learn with our vast library of step-by-step video tutorials and feature demos.

Blog

Discover the best tips and tricks, latest features and updates.

Support

Custom your experience with our hands-on expert guidance and timely resources.