For bookkeepers, accountants and anyone who emails spreadsheets
Stop emailing spreadsheets.
Share a live range from your Excel workbook. Your client opens it in their own Excel, and it updates every time you do.
Free for the people you share with. Always.
The problem
Monthly numbers shouldn't be this messy.
Version 7_FINAL_v2.xlsx
Every monthly update is a new attachment, and nobody is sure which one is current.
Share the file, share everything
Sharing a workbook exposes every tab. Your other clients, your notes, your formulas.
Links break across companies
Excel's built-in links stop working the moment the other person is outside your organization.
How it works
Three steps. Then it runs itself.
- 1
Select a range and click Share
Type your client's email. That's it.
- 2
They open the file
They get a ready-made Excel file. Nothing to install, Excel refreshes it for you.
- 3
It stays current
Update your workbook as usual. Their numbers update too. Revoke access any time.
Why not just...
| Works across companies | Shares only the range you pick | Recipient needs nothing installed | Updates automatically | |
|---|---|---|---|---|
| Emailing attachments | ||||
| Sharing the OneDrive file | partly | |||
| Excel workbook links | partly | |||
| Cellfeed |
Forward live
Optional: let clients pass it on, live.
Forwarding is off unless you turn it on, per feed. When it's on, Dave can forward his live numbers to his business partner. Each person he forwards to shows up in your list by name, and you can revoke anyone individually or cut off the whole chain at once.
Bookkeeper
Source
Client
Dave
Partner
Forwarded
Planned pricing
Receivers
Free forever
Open, refresh and forward any feed shared with you.
Free
$0
2 shared ranges.
Pro
$12/month
Unlimited shared ranges, revoke, expiry dates, see who viewed.
Firm
$49/month
Pro for your whole team, with client folders.
Waitlist members get their first 3 months of Pro free.
Questions
Be first to stop emailing spreadsheets.
Free for the people you share with. Always.