Use Cases
finance

Create live financial reports from a single spreadsheet.

Connect 100+ real-time financial data sources in one place. Receive automated alerts about your financials. Build visualizations and dashboards using Excel-like formulas and smart shortcuts.

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Used by the world's most innovative teams

“Sourcetable has pulled back the veil allowing us to see, in nearly real time, how our strategies affect results. Thank you, Sourcetable!”

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“We've been able to increase our ROI and get quicker feedback on where to spend more, when and where to pull back.”

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“It's just about streamlining analytics. So, if we can have analytics from multiple platforms in one place, that just saves us tons of time and energy.”

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Cross-company data in one place

Aggregate all your financial data across multiple revenue streams, legal entities, and accounting data sources. Create a single source of truth with 100+ no-code integrations in a familiar interface.
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Rapid reporting

Use single spreadsheet to create all finance-related reports with a click of a button. Support your executive team with real-time and easy-to-create reports. Perfect for stakeholder meetings, investor pitches, and strategic company-wide sessions.
A screenshot of a Sourcetable financial report based on the Hubspot data

Intelligent alerts and notifications

Set up alerts and notifications if specific thresholds are met. Celebrate revenue milestones, avoid critical burn rate, and get notified about unusual cashflow changes.
A screenshot of a Sourcetable report based on the Salesforce data
Call to Action

What are you waiting for?
Connect your first data source now

Introducing: Sourcetable Templates for financial professionals

Enjoy carefully curated templates to track, monitor, and act on critical financial and accounting metrics. Sourcetable Templates combine industry expertise, best practices, and years of experience in accounting and financial forecasting. Make better financial decisions with Sourcetable Templates.

Financial modeling for startups

Financial modeling for startups

This template gives a compelling overview of the P&L, sales forecasting, planned fundraising rounds, and breakeven point.

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 Advanced P&L analysis

Advanced P&L analysis

Combine data points like revenue, COGS, SG&A, marketing, and advertising, payroll, interest expense, taxes, and net income to build robust P&L reports

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 Budget allocation

Budget allocation

Support budget planning and monitoring. Build clear budget targets for multiple departments and ensure you are cashflow positive at any time.

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 Burn rate tracking

Burn rate tracking

Connect your bank account data and create a real-time view of all your spending. Receive alerts on the burn rate increases and ensure that you have enough dry powder to scale.

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 Revenue stream dashboard

Revenue stream dashboard

Connect your bank account data and create a real-time view of all your spending. Receive alerts on the burn rate increases and ensure that you have enough dry powder to scale.

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 Revenue forecasting

Revenue forecasting

Analyze historical data and make revenue predictions with this template. Receive alerts if your actual numbers don't match the forecast, and adjust your model in real-time.

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What makes Sourcetable
special?

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Zero learning curve

With Sourcetable, you can work with multiple data streams across departments, legal entities, and bank accounts. All in a spreadsheet interface with A1 notation and familiar Excel-style formulas.

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Enterprise-grade security

Underneath a spreadsheet, Sourcetable also provides a data warehouse, where all data flows are encrypted to provide a maximum level of security for your financial data.

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Automated reports and collaboration

Be on the same page with your team: invite them to your dashboards, and receive automated reports on your day-to-day marketing activities.

Popular data integrations

Frequently Asked Questions

How secure is Sourcetable?
All the data you connect to the Sourcetable account is encrypted to provide a high level of security to our customers.
Why should I build a financial model in Sourcetable instead of my Excel sheet?
Our product enables you to easily connect real-time data, regardless of dataset size, and create any dashboards and visualizations with no learning curve. Sourcetable is also a popular tool among financial professionals due to its wide range of customizable templates to address daily tasks and reports.
What exporting capabilities does Sourcetable have to offer?
Yes, you can export your spreadsheet in a wide range of formats (both CSV and XSLS), but we also encourage customers to invite their executive team to the tool so that they will have a one-stop shop for accessing all reports in real-time.
Can I import a CSV file containing millions of rows of data into Sourcetable?
Sourcetable is a champion in this regard. Our customers use the bulk CSV analysis feature to handle datasets that other spreadsheets can’t open. Start your free trial today to get access to bulk CSV import and many other features that help finance professionals be more efficient every day.

Everyone can play.

Analyze data, automate reports and create live dashboards
for all your business applications, without code. Get unlimited access free for 14 days.