Keep pro forma records accurate for training business owners

Business owners in training and coaching miss pro forma updates, causing reconciliation mismatches and billing confusion. It updates a shared spreadsheet so records are accurate for reconciliation.

Overview

Missed pro forma updates cause reconciliation headaches and billing disputes for small training businesses. Connecting invoicing to a shared spreadsheet creates a single source of truth for reconciliation, freeing business owners to focus on client outcomes instead of chasing invoice line items.

Notable Features

Record pro formas to shared spreadsheet
Format currency and totals consistently
Create or update rows on changes