Cash flow template for Excel [automatically generate cash flow statements]
Автор: Sheetgo
Загружено: 2021-05-20
Просмотров: 8703
Описание:
While the automated Sheetgo workflow shown in this video is optimized for Google Sheets, you can still download the stand-alone Excel Cash Flow Template here:
https://www.sheetgo.com/blog/finance-...
Want to automate your entire financial management process and automatically generate cash flow statements? Install the full Sheetgo Cash Flow template (now optimized for Google Sheets) here:
https://app.sheetgo.com/templates/cas...
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🎬 Overview
With the Sheetgo Cash flow template for Excel, you can simply automate financial management in one ready-made automated workflow. Sheetgo automatically combines the payments and receipts data into the Master Sheet, where you have a comprehensive overview of your Cash flow. What’s more, the Sheetgo template offers a Dashboard feature to help you visually track and monitor your key metrics, such as cash flow per month, top 3 clients, top 3 suppliers and so on. Once your template is set up, share the files with the financial team to begin your automated cash flow process. Finally, you can schedule automatic updates so that you always receive the latest data from each order request without having to lift a finger!
What does the Sheetgo Cash flow template consist of?
2️⃣ Cash flow files: Payments and receipts
1️⃣ Cash Flow master sheet
What can the template do?
🧾Track receipts and expenses
🔀Combine the two files to generate a cash flow statement in the Master sheet
📈Visualize your data through the Monthly cash flow chart
⏰Schedule automatic updates for up-to-date insights on your Cash flow
Why use the Sheetgo template?
✅Automated workflow from start to finish
✅Fully-developed system with everything you need in one place
✅Easily customizable to suit your needs
✅Scalable to your own organization
✅Data remains private
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⏱Timestamps
Video breakdown
0:00 - 1:33: How the template works
1:34 - 4:34: Instructions in the product
4:35 - 5:13: How to automate the template
5:14 - 5:36: Links & tips
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🗂 Additional resources
Want to find out even more about this template?
Click here to learn more:
https://www.sheetgo.com/blog/finance-...
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⬇️ Follow us
Facebook:
https://www.facebook.com/Sheetgo?utm_...
LinkedIn:
https://www.linkedin.com/company/shee...
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Learn more about Sheetgo at https://www.sheetgo.com/?utm_source=y...
Any questions? Let us know in the comments below!
#Sheetgo #CashFlow #ExcelTemplate #FinancialReporting #AutomatedFinance
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