Keep sales ops' deal payments captured in one spreadsheet

Sales ops coordinators miss deal payment entries, causing reconciliation gaps at month-end. Record payments into a central spreadsheet in real time for instant reconciliation.

Overview

Unrecorded payments cause month-end reconciliation chaos for sales ops and finance in IT services firms. This workflow captures each deal payment into a central spreadsheet as payments arrive, eliminating missed entries and enabling shorter reconciliation cycles. Accurate, centralized records mean fewer billing disputes and faster answers to audit questions.

Notable Features

Add payment rows to spreadsheet
Format amounts and tax fields
Notify finance and sales ops