Os 5 principais add-ons do Planilhas Google para finanças

People all over the world are building business solutions with Google Sheets add-ons. If you haven’t tried one yet, you are probably still doing tedious, manual work by hand, and missing out on better ways to run your finance department.

Think about the invention of the electronic spreadsheet and the change it made to the way finance departments work. Before electronic spreadsheets existed, spreadsheets were all created by hand (Você consegue imaginar o pesadelo?).

Electronic spreadsheets let people record and organize numbers quickly, and as their capabilities improved we’ve been able to sort and move data faster. These days it isn’t only up to the program developers to give us access to new tools: Google Sheets lets third-party developers build add-ons that change the way we use spreadsheets.

If you’ve been using spreadsheets like it’s 2011, it’s time to try add-ons. Below are five of the best for finance teams, and the first one also gives you a free income statement template you can copy to your own Drive.

How to access Google Sheets add-ons

Getting an add-on is simple. The quickest way is to click the link for the add-on you want: it opens the listing in the Google Workspace Marketplace, where you click Instalar. You can also browse from inside a spreadsheet:

1. Abra uma planilha
2. Clique em Extensões in the menu bar
3. Hover over Complementos e clique em Obter complementos
4. The Google Workspace Marketplace window opens for you to browse
5. Click any add-on to see more detail about it
6. Clique em Instalar to add it to Google Sheets

Os mesmos passos instalam o complemento Goal Seek do Google, que encontra o valor de entrada que atinge um número-alvo, como o volume de vendas do ponto de equilíbrio. Veja como usar o Goal Seek no Google Sheets.

Our top 5 finance add-ons

Here are five Google Sheets add-ons that finance teams get real use out of, and what each one is good for. One note before we start: the free download in this post is not an add-on but a spreadsheet. It is the Income statement template from Sheetgo, a single Google Sheets file you copy to your own Drive, and you will find it under number one.

1. Folha de pagamento

Sheetgo is a data automation platform for teams that live in spreadsheets. It links the Google Sheets, Excel files, CSVs and databases your numbers are scattered across into a single pipeline, so month-end figures land in one place, clean enough to report on and to hand to AI.

Sheetgo also publishes free templates for finance teams, and the one we are handing over in this post is the Modelo de demonstração de resultados. It is one Google Sheets file that you copy to your own Drive: the layout, the formulas and a set of sample rows to write over. There is no account to create and nothing to connect.

Start in the Entradas tab, where you set the year you are reporting on and fill in the accrual table: an amount you want recognized straight away is divided by 1, while one you want spread over five years is divided by 5. That keeps a single large invoice from distorting one month.

Then log your figures in two tabs. Entrada de Renda takes one row per invoice received and Entrada de despesas one row per cost, each with category and department columns and an accrual period. The Demonstração de Resultados Mensal tab builds the statement from those entries, one column per month plus a total for the year, and it fills in as you type. Income Summary per Month e Resumo de Despesas por Mês break the same numbers down by category, Income Accrual Mapping shows how each accrued amount was spread across the year, and a Read me tab explains the layout inside the file itself.

The link below opens Google’s copy dialog. Click Fazer uma cópia and the template is in your own Drive, ready for your figures.

2. Folhas de papel

Folhas de papel is a Google Sheets add-on for teams on Google Workspace. It suits just about any finance department, so schools, businesses, start-ups and non-profits all use it. Bkper integrates with various Google apps, which makes it easy to collaborate with team members.

You can update financial information in Bkper straight from a spreadsheet, and assign spreadsheets to different team members with different levels of permission to view, edit or comment. Many finance teams find this a good way for employees to create and manage expense reports from any device.

Information reaches Bkper in real time, ready to be accessed, and you can attach pictures or locations to transactions. Bkper also integrates with Google Docs and Google Forms for reporting and data entry.

Obtenha o complemento aqui: Bkper

3. Mesa incrível

Mesa incrível is appropriately named. It lets people with little technical expertise build clear visual representations of data. Gone are the days when you needed advanced spreadsheet skills to make a graph or put together a readable report.

That is just the beginning. Awesome Table also integrates with Google Sites, WordPress, Drupal and many other content management systems. You can turn spreadsheet data into an interactive address book, a map view or a card view, and those are only a few examples.

Se o termo é novo para você, veja o que é um sistema de gerenciamento de conteúdo (CMS) e como as principais plataformas se comparam.

There are several Awesome Table add-ons you can get to improve how your spreadsheets look, which makes your financial data easier to read and share with the rest of the team.

Obtenha o complemento aqui: Mesa incrível

4. Wisesheets

For investors looking to find better opportunities faster, Wisesheets is a useful Google Sheets add-on. It provides data such as stock financials, dividends, ETFs and live data, all inside your spreadsheet.

Wisesheets also comes with an assortment of adaptable templates such as stock watch lists, DCFs and screeners. If you prefer, you can build your own from scratch and shape it around your own investment strategy.

Obtenha o complemento aqui: Wisesheets

5. LiveFlow

LiveFlow connects your accounting software, such as QuickBooks and Xero, to Google Sheets. It syncs your financial data into customizable, real-time spreadsheets, so your reports stay current instead of being rebuilt by hand, and you can keep an eye on expenses and income as the month goes on.

LiveFlow also gives you a variety of modelos adaptados a diferentes necessidades financeiras, including profit and loss statements, balance sheets and cash flow analysis. Each one comes with a dashboard that gives you a clear view of your vital financial metrics.

Obtenha o complemento aqui: LiveFlow

Modernize the way your finance team works

Those are our five picks: a free income statement template from Sheetgo, bookkeeping in Bkper, visual reporting in Awesome Table, market data in Wisesheets and a live link to your accounting software in LiveFlow. Start with the one that solves the job in front of you this month rather than adding all five at once.

Whichever tools you pick, someone still has to enter the numbers and chase the people who have them. If you would rather that part did not land on you, that is what Owen, Sheetgo’s finance virtual employee, is for: your data stays in Google Sheets, and you work with Owen in Slack, Teams or Google Chat.

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