Business Finance / Operations
Worksheets Business
Know what's happening in your business.
Bring expenses, inventory, invoices, supplier costs, receipts and daily financial operations into one system.
Part of the Worksheets family.
Overview
Worksheets Business is a dedicated business finance and operations platform, kept separate from Worksheets Personal, built to simplify expenses, inventory, purchasing, receipts, invoicing and reporting for growing businesses.
Problem
Small and growing businesses often juggle separate tools for expenses, inventory, invoicing and reporting.
Solution
One workspace for finance and everyday operations, so owners spend less time reconciling tools.
Key features
- Dashboard
- Expenses
- Inventory
- Invoices
- Supplier Costs
- Daily Takings
- Receipts
- Reporting
- Operations
Product
An illustrative preview of the Worksheets Business interface. What's shown is indicative and may change before release.
- iOS
- Android
- Web
Sales overview
Outstanding invoices
Expenses
| Item | Stock | Supplier price |
|---|---|---|
| Packaging (small) | In stock | Price up |
| Packaging (large) | In stock | No change |
| Raw material A | Low | Price up |
| Raw material B | Low | Price down |
Extracted fields
- SupplierDetected
- Invoice numberDetected
- AmountDetected
- Due dateDetected
| Date | Takings | Orders |
|---|---|---|
| Mon | ||
| Tue | ||
| Wed | ||
| Thu |
Recent expenses
- Supplier paymentRaw materialsApproved
- UtilitiesOperatingScheduled
- Equipment leaseOperatingScheduled
Margin overview
Sales by category
Development status
Actively being built
We're building and refining this product. The interface shown here is a current preview and may change before release.
- Status
- In Development
- Industry
- Finance, Business
- Built by
- Take A Sip
- Finance
- Business
- Accounting
- Inventory
- Operations
- SaaS
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See where your money is going — and where you want it to go.
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View ProductWhat should we build next?
Have a product idea, a business problem or an opportunity to work together?