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One system, four parts

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Automations

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Workflows

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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

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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

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Blog

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Why Sheetgo

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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

Construction firm automates daily production data and commission reporting

Keystone Concrete, a leading construction firm, leveraged Sheetgo to transform its finance operations. Facing significant challenges with manual data reconciliation, commission reporting, and daily production data management, the team struggled with inconsistencies and delays. Sheetgo's automation capabilities consolidated disparate data sources, eliminated manual entry, and provided clear, actionable insights, significantly improving reporting accuracy and operational efficiency.
Keystone Concrete's finance team faced substantial operational hurdles due to a manual, time-consuming process for data reconciliation and reporting. Their existing workflow relied heavily on multiple spreadsheets and manual data entry, which led to widespread inconsistencies and errors, particularly in critical commission reporting. This lack of automation resulted in significant delays in report generation, elevated the risk of human error, and ultimately hampered accurate financial decision-making and overall operational efficiency.
Sheetgo has revolutionized our data management. We've eliminated hours of manual reconciliation, dramatically improved the accuracy of our commission reports, and now have reliable data for critical business decisions, all automatically.
Keystone Estimates

Keystone Concrete

Sheetgo provided Keystone Concrete with a robust automation solution that completely transformed their data management. An automated process was implemented to continuously collect and consolidate daily operational and financial data from various source spreadsheets into a centralized, unified system. Data transfer and transformation capabilities eliminated the need for manual data entry, drastically reducing errors and freeing up valuable time for the finance team. Automated merging and filtering ensured the integrity and accuracy of their data, facilitating precise commission reporting and comprehensive production analysis. With scheduled automations running daily and hourly, the team now benefits from real-time data, custom dashboards for clear visualization of key performance indicators, and automated report distribution, enabling faster, more informed decision-making and significantly enhancing collaboration across the organization.
Keystone Concrete
Keystone Concrete has been a trusted provider of quality concrete work in the Phoenix area since 1986. With a focus on integrity, our mission is to deliver the highest customer and employee satisfaction in Arizona. We offer a wide range of concrete sol...
United States
keystoneconcretellc.com

Industry

Real Estate & Construction

Department

Finance

Company size

Large