Excel got you here — but if you run more than one branch or sell on credit, it’s probably costing you more than it saves. Here’s how to tell, and how to switch without pain.
Signs you’ve outgrown Excel
- ✓You phone your branches to find out today’s sales and stock
- ✓Two people have two different versions of the same sheet
- ✓Receivables surprise you at month-end
- ✓Your accountant spends days rebuilding the books from parchis
- ✓You can’t answer “what did this actually cost me?” quickly
How to move safely
- ✓Start with your opening balances — stock, customers, suppliers, cash
- ✓Import your product and party lists from Excel
- ✓Run one branch live for a few weeks, then roll out the rest
- ✓Keep the old sheets as a reference until you trust the numbers
TradeFlow imports your existing lists from Excel and gets you live one branch at a time. Request a demo and we’ll map out a switch plan for your business.
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