From spreadsheets to a platform

A serious alternative to Excel for business operations

Excel remains brilliant for modelling—but recurring sales, delivery, and finance flows need a relational system: versioning drift, weak rights trails, and manual re-entry increase error and leakage risk.

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Why teams still hide in spreadsheets

Sheets feel instant—little onboarding friction. Yet when invoices, staffing plans, budgets, or CRM masters live in separate files you get contradictory truths. Payroll, invoicing mandates, and GoBD cannot be anchored to whichever cell variant someone emailed last Tuesday.

Where spreadsheet islands break

Common failure modes:

No single authoritative record

Which workbook is authoritative when collaborators fork copies?

Traceability tensions

Undocumented edits hinder proving project effort against issued invoices.

Access sprawl

Link sharing and thumb drives bypass centrally governed roles.

Operational scale ceilings

Hybrid teams need structured mobile workflows—not fragile shared drives.

What cashwerk replaces instead of a patchwork of sheets

A shared relational graph spanning customer→project→time→invoice:

Invoicing & dunning

Numbering discipline, validations, integrations—instead of formula copy disasters.

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Time tracking

Timers and project linkage replace manual hourly aggregation sheets.

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Project delivery

Boards replace colour-only status cells without concurrent-edit history.

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CRM & pipeline

Structured leads and deals instead of brittle import churn between spreadsheets.

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Quick reality check

Sheets solve pivots—not relational integrity of customer money flows:

Criterion	Spreadsheet island	cashwerk platform
Authoritative operational record	Parallel workbooks without a central truth marker.	Object-linked master data across modules.
Audit posture	Limited native audit stories across ad-hoc files.	Status transitions and roles document critical flows.
Granular access	File-level sharing rarely maps to least privilege.	RBAC aligned to business modules.
Mobile & field capture	Not a first-class operational capture channel.	Browser + mobile flows for structured entry.
Integrations	Manual CSV hops multiply mistakes.	API & partner paths for reproducible exchange.

Structure instead of cell jungle

Move from email attachments to documented processes with reproducible exports.

Connected modules

Switch between CRM, budgets, time, and billing without re-import cycles.

Trace by design

Business events bind to entities—not unversioned blocks of cells.

Automation & AI where appropriate

Casper accelerates routine drafting; critical releases stay human-governed.

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Jump in by your biggest pain point:

Invoices →Time tracking →Projects →CRM →

FAQ: Leaving spreadsheets

Do we migrate every historic sheet overnight?

Use a phased cutover: prioritise masters and open transactions, migrate historical artefacts later under a clear source-of-truth policy.

Can we keep custom pivots?

Yes—extract structured CSV/JSON for BI while operations stay anchored in the governed core.

What about complex macros?

Re-host rules as documented workflows/API automations—the goal is sustainability when maintainers churn.

Worth it for tiny teams?

Often yes: small teams absorb the biggest relative cost when any copy mistake hits cashflow.

Imports from CSV?

Typical masters import cleanly—then cleanse with validation instead of perpetual manual sync.

Avoid relapsing to shadow tools?

Publish a stack policy and train people on API/read-only analytics instead of new hidden files.

Ready to retire the spreadsheet swamp?

Run core flows on governed objects with reproducible histories instead of orphaned XLSX versions.

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