Sheetify CRM
Sheetify Bookkeeping (Ultimate 10-in-1 Bookkeeping Toolkit)
Sheetify Bookkeeping (Ultimate 10-in-1 Bookkeeping Toolkit)
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Our Popular, No-Subscription Google Sheets Bookkeeping Template
We made Sheetify Bookkeeping a one-time payment for lifetime access, and lifetime updates (No Subscriptions!).
Better manage your business finances with income and expense tracking, Invoice and quote generator, task management, reporting, 7 visual custom dashboards, and more!
Our 10-in-1 Google Sheets Bookkeeping template allows small business owners to manage their finances, accounting, and bookkeeping needs.
This is through an intuitive platform built with Google Sheets, Apps Script, and many popular Google Apps.
We know business owners love Spreadsheets... So, we've shifted back to a Spreadsheet CRM that many small business owners know and love.
Sheetify Bookkeeping is our most affordable ‘functional’ Google Sheets Bookkeeping template that we developed for small and micro businesses.
Make sure you watch our complete Sheetify Bookkeeping Tutorial to get up and running in minutes!
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🛠️ AWESOME Sheetify Bookkeeping Tools & Reporting 🛠️
Stop using basic spreadsheets or paying expensive monthly subscriptions for accounting software.
Sheetify Bookkeeping has you covered!
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Dashboards (Reporting)
✅ Monthly Dashboard
✅ Annual Dashboard
✅ 5-Year Dashboard
✅ Custom Dashboard (Measure Custom Date Range)
✅ Comparison Dashboard (Compare performance)
✅ Sales Tax Dashboard (Business tax and fees)
✅ Balance Sheet
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Tools
✅ Manage Income (Manage income transactions)
✅ Manage Expenses (Manage expense transactions)
✅ Quote Generator (Generate customer quotes)
✅ Invoice Generator (Generate customer invoices)
✅ Manage tasks (With Sheetify or Google Task App)
✅ Add new records (No more scrolling 100s of rows)
✅ Scroll down (Quickly navigate to the last entry)
✅ Reporting (Automate and send reports)
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No Subscriptions, No Fees, No Monthly Plan... Lifetime Value.
Sheetify Bookkeeping is more than just a Google Sheets Bookkeeping template...
We have built an integrated Bookkeeping platform using Google Sheets and App Script that seamlessly integrates with your favorite Google Apps.
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🟢 Feature Packed Google Sheets Bookkeeping
Our most affordable 'functional' Bookkeeping template for small and micro businesses. Access all reporting, dashboards and other accounting tools. Built for free and paid Google users.
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🟢 No Subscriptions or Fees
Most Bookkeeping/Accounting companies lock you into expensive monthly subscription plans. Sheetify Bookkeeping has a one-time payment and gives you access to all features with lifetime updates!
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🟢 Lifetime Access
You get access to lifetime Sheetify Bookkeeping updates! The great thing is, it's super easy to migrate your data from your existing Sheetify Google Sheets Bookkeeping to a more recent version.
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🟢 SUPER Easy-to-use
Shifting back to a Google Sheet that many small business owners know and love. Using Sheetify Bookkeeping is easy for ANYONE to use! Even if you have never used Google Sheets before! Watch our tutorial.
Sheetify Bookkeeping Tutorial
The Verdict: For small business owners, freelancers, and solopreneurs who dread monthly subscriptions and complex accounting software, Sheetify Bookkeeping is a game-changer. It transforms a familiar tool (Google Sheets) into a powerful, automated financial command center for a single one-time price.
If you are tired of paying $30–$80/month for QuickBooks or Xero just to do basic tracking, this is likely the perfect replacement.
Why It’s Great: The Highlights
1. No Monthly Subscriptions (Huge Win)
The Benefit: Unlike almost every other accounting software, you pay once (around $47–$67) and own it forever.
Great For: Keeping overhead low. You get lifetime updates without bleeding cash every month.
2. Seamless Google Integration
The Benefit: It lives in your Google Drive. It uses Google Forms to input data easily and Google Docs to generate beautiful PDF invoices automatically.
Great For: Anyone already in the Google ecosystem. It feels native and intuitive, not like learning a whole new OS.
3. "10-in-1" Feature Set It’s not just a spreadsheet; it’s a programmed application. The "10-in-1" typically covers:
Income & Expense Tracking: Automated calculations for net income.
Invoice Generator: Create professional invoices in one click.
Tax Calculator: Estimates sales tax/VAT automatically.
Visual Dashboards: 7 different views (Monthly, Annual, 5-Year Forecast, etc.) that look like high-end software analytics.
Task Manager: Syncs with Google Tasks to remind you of bill payments or follow-ups.
4. Automation for Non-Accountants
The Benefit: It uses scripts to automate the boring stuff. One-click "Add New Record" buttons save you from endless scrolling.
Great For: People who hate spreadsheets. You don't need to know formulas; you just click buttons and fill in boxes.
Who Is It For?
Perfect For: Freelancers, micro-agencies, coaches, consultants, and side-hustlers.
Not For: Large e-commerce operations with thousands of SKUs or businesses with complex payroll needs for 50+ employees.
Summary Score
Value: 10/10 (One-time fee is unbeatable)
Ease of Use: 9/10 (If you know Google Sheets, you know this)
Features: 8/10 (Robust for small biz, but lacks enterprise features)
Bottom Line: It is likely the best "bang for your buck" financial tool on the market right now for anyone making under $1M/year who wants to own their data.
Wow! Thank you for leaving such a comprehensive review. We appreciate this a bunch! Amazing breakdown. Your review will help many buyers identify if Sheetify Bookkeeping is for them. Thank you - Stewart Gauld
good
Thank you!
I was about to buy only CRM and Project tools but at the end I decided to get the whole bundle. Bookkeeping is definitely a very useful tool that I was about to underestimate.
Thank you for the review! We appreciate it!
Not having to pay continuously and having the option to customize the Sheetify Bookkeeping toolkit are wins for me. Additionally, your product is easy to learn, apply, and implement. Thank you for developing this product.
Hey Tobias, thank you for this Sheetify Bookkeeping review. You are also very welcome!
II was looking for some thing like sheetify. The complexity of QuickBooks and other softwares was keeping me from budgeting. Sheetify is a perfect tool with everything you need to keep all the finances in order without the extra cost and complexity.
Hey, thank you for the lovely review. Make sure you jump on our free receipt and expense app coming soon for Sheetify Bookkeeping users :)
Google Sheets Bookkeeping Template Setup process
Simple 3-Step Setup
Duplicate
Setup Sheetify Bookkeeping in just a few clicks!
1. Purchase and then 'Copy' the Google Sheets Bookkeeping Template to make it your own.
Like this:
Inside the template click file > Create a copy > Choose a folder in YOUR drive > Copy > Authorize.
3-Click Authorization
2. Click on 'Sheetify' then 'Set Up Sheetify' and 'Set authorization'.
Personalization
3. Click on the 'Setup' sheet and personalize your account.
Google Tasks App Integration!
Sheetify Bookkeeping integrates directly with the Google Tasks app, meaning you can manage your Bookkeeping and recurring tasks in Sheetify and in the mobile or desktop app! How cool right?
Manage your tasks on the go! ✅
Built-in Invoice Generator!
Sheetify Bookkeeping connects with Google Docs and Forms. This means you can generate customer invoices! Simply share the invoice form with customers or fill it out yourself to generate invoices.
Generate invoices in a few clicks! ✅
Learn About Our Sheetify CRM Too!
Frequently Asked Questions
How much does Sheetify Bookkeeping cost?
Currently only $57USD! This gives you lifetime updates to new versions with even more features.
We have three separate products:
- Sheetify CRM ($67)
- Sheetify Bookkeeping ($57)
- Sheetify Projects ($57)
Can Sheetify Bookkeeping be connected to Sheetify CRM?
Yes you can connect Sheetify CRM, Projects and Bookkeeping together!
We have a free Google Workspace add-on called Sheetify Flow. This allows you to connect all three of our templates together for automating the flow of data.
Learn more here:
https://youtu.be/xH-VrPlWl9g
Is it just a Google Sheets template?
It's more than just a Google Sheets template...
We have built an integrated Bookkeeping platform using Google Sheets that seamlessly integrates with your favorite Google Apps.
What type of business is Sheetify CRM suitable for?
Sheetify Bookkeeping is suitable for...
✅ Consultancies
✅ Tradesmen
✅ Small Agencies
✅ Sole Proprietor (Individuals)
✅ Home-based Businesses
✅ Marketers
✅ Service-based Businesses
✅ Ecommerce Businesses
✅ Real Estate Agents
✅ Contractors
✅ And many more!
This Google Sheets Bookkeeping template is built for Google users (free and paid).
What Google Apps does it work with?
Google App Integrations:
✅ Gmail Integration (Send reports)
✅ Google Forms (for generating invoices)
✅ Google Tasks (for Bookkeeping tasks)
✅ Google Docs (for Invoice templates)
Which languages is Sheetify CRM available in?
Sheetify Bookkeeping is built with Google Sheets meaning that you have access to all the languages that Google Sheets offer!
However, at the moment Sheetify Bookkeeping is only in English.
Read more about all the Google Sheets languages below.
- Learn more here.