Case Study: Crowdence saves time on financial reporting with Sheetgo

Crowdence - Customer Case Study

Crowdence, a Spanish web platform for personalized T-shirts, needed a better way to handle financial reporting for investors. Its team was manually downloading client account data, reformatting it, and importing it into Holded and spreadsheet templates every month, which was time-consuming and made it difficult to keep private data separate. To solve this, Crowdence turned to Sheetgo.

Using Sheetgo’s Connect, Filter, and automatic update features with Google Sheets, Crowdence built an automated cash flow reporting workflow that pulls data from Holded, filters only investor-related information, and generates weekly and monthly reports. The result is a self-sufficient system with full data traceability and control over private data, saving Crowdence around one working day per month, or about 60 hours a year.

Crowdence

Juan Quirós Carmona

Chief Executive Officer