Shared Excel Files Aren't a System
They start as a quick fix: a shared Excel file for tracking vendor reviews, account openings, project steps, or annual tasks. But soon, no one knows which version is correct. Columns change. Rows disappear. And suddenly, compliance is at risk.
The Problem with Shared Spreadsheets
- No access control or edit history
- Confusion over versions and formats
- No alerts, reminders, or assignments
- Inconsistent formatting and outdated data
Build a Real System
Our form builder lets you recreate those spreadsheets - but smarter. Track approvals, deadlines, reviews, and more, all with audit history, alerts, and dashboards.
- Secure access with user-level permissions
- Track status of each entry and required next steps
- Send reminders automatically
- Use filters and export views, just like Excel - but better
