Financial Data Automation FAQs

01. How does bluesheets actually work?

Bluesheets is very easy to use. You simply connect, upload or send your financial data directly to us, or trigger data to be sent automatically from another source (e.g. your POS machine). Our AI will process the data immediately, categorizing and sorting it in real time. During the first set up, you’ll need to select some export rules so we know what you’d like us to do with your data, depending on whether it’s a claim, invoice, purchase order etc. After that, we’ll automate for you. Now anytime you or your team sends data to bluesheets, it will be processed automatically.

02. In what way is bluesheets different from a bookkeeping tool?

Bluesheets is much more than a bookkeeping tool. While we facilitate all kinds of bookkeeping automation, we can also extract data from print documents, update your books in real time, manage claims and expenses directly from employees, and enable a holistic overview of your company’s finances.

For a full list of what you can use us for, click here.

03. I’m behind on my bookkeeping. Can bluesheets get us up to date?

Absolutely! Regardless of the current state of your books, bluesheets can catch you up thanks to automatic bookkeeping entries. You can add the additional transaction volume to your first month and downgrade your plan when you’re up to date.

Get in touch for a demo to learn how you can get caught up with bluesheets.

04. Which tools does bluesheets integrate with?

Bluesheets integrates with all of the leading financial tools, including Xero, QuickBooks, Google Sheets, Mosaic, Roubler, Netsuite and SAP to name a few (you can see the full list here). The integration can run in multiple ways; whether you want to send data to these platforms, extract data from them or connect several of them together.

If there’s a platform you’d like to integrate with that isn’t already on our list, talk to us.

05. What business sizes and industries can use bluesheets?

Our aim is to make financial automation available for everyone. bluesheets works seamlessly with businesses of any size in any industry, whether you’re running operations with paper-based systems, digital spreadsheets or cloud systems that already offer some degree of automation. Our system can support both the simplest and the most complex of business processes.

See our full list of use cases here.

06. Can I set bluesheets up on my own?

Yes. If you are familiar with your company’s accounting systems, you’ll find the setup very simple. You can also invite your accountant or anyone from your team to assist with the setup – and of course, we’re always here to help too. Don’t forget, you only have to set up once and then you can automate the process forever.

07. Can I get a demo of how bluesheets works?

Yes; we’ll happily organise a demo if you’re unsure if bluesheets is right for you. Request a demo here – we’ll get back to you within 24 hours.

08. Who has access to my financial data and how is it managed?

The security of your data is our topmost priority. Since inception, we have invested heavily in policies, controls and technical security to manage your data. All data is secured at application level using AES-256 GCM encryption and is only served over secure connections. Any documents uploaded are uniquely safeguarded for your organization using authenticated envelope encryption.

Need a specific data storage arrangement? Contact us for more options.

09. How does the pricing work?

We offer a simple subscription, tiered based on the number of imports you need. We also offer a fully free plan if you only need a small volume of imports – no strings attached.

An 'import' is the process of exporting data from one tool and sending it to another. With bluesheets you can extract from an unlimited number of sources and send to an unlimited number of destinations.

‍An easy way to estimate the volume of imports your business needs is to check the total count of documents in your accounting ledger for the previous month. For example, if you had 150 invoices (accounts payable) and 30 sales statements, this would make an approximate total of 180 documents. If you want to export that data to two destinations (e.g. both your accounting ledger and a report), that will count as two transactions. In an average month, you would therefore need roughly 360 ‘imports’.

See our pricing plans here.

10. What happens if I cancel my bluesheets plan?

It’s easy; you can cancel any time. Our subscriptions run on a month by month basis, with no contracts or minimum commitments. It’s also very easy to change your pricing plan if you find you need more or less flows: just upgrade or downgrade in your bluesheets account portal.

01. How does bluesheets actually work?

02. In what way is Bluesheets different from a bookkeeping tool?

Bluesheets is much more than a bookkeeping tool. While we facilitate all kinds of bookkeeping automation, we can also extract data from print documents (eliminating manual upload), update your books in real time and manage this process for multiple clients from the same account. We also save you time by automating manual inputs and minimizing the amount of document chasing you need to do.

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To better understand all the different ways bluesheets can help you, see our 'use cases' here.

03. Can I manage multiple clients from one login?

Yes. You can create different entities from your master account for each of your clients. Each client can have their own account dashboard, making it simple for you to keep track of each account.

04. Which tools does bluesheets integrate with?

If there’s a platform you’d like to integrate with that isn’t already on our list, talk to us.

05. What business sizes and industries can use bluesheets?

See our full list of use cases here.

06. I’m behind on my bookkeeping. Can bluesheets get us up to date?

Get in touch for a demo to learn how you can get caught up with bluesheets.

07. How does the pricing work?

We offer a simple subscription, tiered based on the number of imports you need. We also offer a fully free plan if you only need a small volume of imports – no strings attached.

An 'import' is the process of exporting data from one tool and sending it to another. With Bluesheets you can extract from an unlimited number of sources and send to an unlimited number of destinations.

See our pricing plans here.

08. Can I get a demo of how Bluesheets works?

Yes; we’ll happily organize a demo if you’re unsure if bluesheets is right for you. Request a demo here – we’ll get back to you within 24 hours.

09. Who has access to my financial data and how is it managed?

Need a specific data storage arrangement? Contact us for more options.

10. What happens if I cancel my bluesheets plan?

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01. How does bluesheets actually work?

02. In what way is bluesheets different from a bookkeeping tool?

For a full list of what you can use us for, click here.

03. I’m behind on my bookkeeping. Can bluesheets get us up to date?

Get in touch for a demo to learn how you can get caught up with bluesheets.

04. Which tools does bluesheets integrate with?

If there’s a platform you’d like to integrate with that isn’t already on our list, talk to us.

05. What business sizes and industries can use bluesheets?

See our full list of use cases here.

06. Can I set bluesheets up on my own?

07. Can I get a demo of how bluesheets works?

Yes; we’ll happily organise a demo if you’re unsure if bluesheets is right for you. Request a demo here – we’ll get back to you within 24 hours.

08. Who has access to my financial data and how is it managed?

Need a specific data storage arrangement? Contact us for more options.

09. How does the pricing work?

We offer a simple subscription, tiered based on the number of imports you need. We also offer a fully free plan if you only need a small volume of imports – no strings attached.

See our pricing plans here.

10. What happens if I cancel my bluesheets plan?

01. How does bluesheets actually work?

02. In what way is Bluesheets different from a bookkeeping tool?

‍

To better understand all the different ways bluesheets can help you, see our 'use cases' here.

03. Can I manage multiple clients from one login?

Yes. You can create different entities from your master account for each of your clients. Each client can have their own account dashboard, making it simple for you to keep track of each account.

04. Which tools does bluesheets integrate with?

If there’s a platform you’d like to integrate with that isn’t already on our list, talk to us.

05. What business sizes and industries can use bluesheets?

See our full list of use cases here.

06. I’m behind on my bookkeeping. Can bluesheets get us up to date?

Get in touch for a demo to learn how you can get caught up with bluesheets.

07. How does the pricing work?

We offer a simple subscription, tiered based on the number of imports you need. We also offer a fully free plan if you only need a small volume of imports – no strings attached.

See our pricing plans here.

08. Can I get a demo of how Bluesheets works?

Yes; we’ll happily organize a demo if you’re unsure if bluesheets is right for you. Request a demo here – we’ll get back to you within 24 hours.

09. Who has access to my financial data and how is it managed?

Need a specific data storage arrangement? Contact us for more options.

10. What happens if I cancel my bluesheets plan?

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Category

Save time with Bluesheets
and focus on what matters for your business

Financial Data Automation FAQs

Category

Save time with Bluesheetsand focus on what matters for your business

Save time with Bluesheets
and focus on what matters for your business