Reporting & Finance
Live database-connected sheets
Reports that stay tied to your jobs, invoices, and payments and update as they change.
Overview
A spreadsheet is out of date the second you export it, so the report you forward your partner already lies. Thorbis is building sheets that stay connected to your jobs, invoices, and payments, so the numbers update as the underlying data changes. You'll trust that what you're looking at is current and stop rebuilding the same report every week.
What we're building
A spreadsheet is out of date the second you export it, so the report you forward your partner already lies, and somebody rebuilds it again next week.
Thorbis is building sheets that stay connected to your jobs, invoices, and payments, so the numbers update as the underlying data changes. You can drill from any row back to the source record and share a report that stays current on its own.
It's for owners and office staff who live in reports and want them accurate without the weekly export-and-rebuild.
What you'll be able to do
- Connect sheets directly to live jobs and invoices
- See numbers update as data changes
- Build reports without manual exports
- Drill from a row back to the source record
- Share reports that stay current
- Stop rebuilding the same report every week
- Trust that the numbers you're looking at are current
Rollout plan
- 01
Live-connected sheets
In progressTie sheets directly to live jobs, invoices, and payments.
- 02
Drill-through to source
In progressTrace any row back to its source record.
- 03
Always-current sharing
In progressShare reports that update as the data changes.
Milestones
- Not started:
Data connections built
Connect sheets to live jobs and invoices.
- Not started:
Live refresh
Update numbers as data changes.
- Not started:
Row-to-source drill
Link rows back to source records.
- Not started:
Shareable live reports
Let shared reports stay current.
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How to send useful feedback
Name the blocked role
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Explain the workaround
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Define success
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