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.

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

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

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

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.
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See our full list of use cases here.

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.

Absolutely! We would be delighted to organize a demo if you're unsure whether bluesheets is the right fit for you. Request a demo here, and we'll respond within 24 hours.

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

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.
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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.
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‍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’.
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See our pricing plans here.

Our subscriptions are designed to be flexible and hassle-free. Enjoy the convenience of monthly billing with no contracts or minimum commitments. It's effortless to adjust your pricing plan through your bluesheets account portal—simply make changes whenever you need.