What spreadsheets does Settle replace?

Settle is the system of record for disputes, commitments, write-offs, aging, and cash forecast — the tabs your team rebuilds by hand.

Will I have to rebuild reports every week?

No. Settle computes aging, DSO, and forecast continuously from source data, so there's no Monday-morning spreadsheet rebuild.

Does my accounting system still stay in the loop?

Yes. Settle runs on top of your accounting system, which remains the system of record.

Settle

Switch from spreadsheets to Settle

One source of truth, not a folder of spreadsheets.

Settle is the system of record for everything you currently track in spreadsheets — disputes, commitments, write-offs, aging, cash forecast. The data moves once, then never has to be rebuilt.

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The work that still lives in tabs.

Our dispute log is a Google Sheet that one person maintains by hand.

Cash forecast is built in Excel from three different sources, every Friday.

Commitments are tracked in 'remember to follow up' Slack messages.

AR aging is a tab someone updates from the ERP every Monday.

One system, no Monday rebuild.

Disputes live in the workspace.

Settle keeps typed reasons, routing, and aging in the system. The spreadsheet that one person maintains becomes a real-time queue everyone can act on.

Cash forecast pulls from workflow state.

Settle projects from real invoice state, real commitments, and real disputes. Excel formulas stop being the source of truth.

Commitments are objects with playbooks.

Not Slack messages. Real records with due dates, owners, suppression rules, and auto-fire if missed.

Aging is current, drillable.

Settle keeps aging real-time — by customer, by AM, by status — not a Monday snapshot from someone's ERP export. Drill to the invoice.

What replaces each spreadsheet.

Move dispute tracking from sheets to typed objects

Every dispute is a typed record with reason, who needs to act next, age, and resolution outcome. The Google Sheet retires.

Replace cash forecast spreadsheets with workflow reports

Built from real workflow state, not from formulas pointed at three different sources. The forecast updates as the work happens.

Track commitments as their own records, not Slack messages

Promised payment, due date, follow-up playbook. Suppress chasing until due. Auto-fire if missed.

Run AR aging live, not as a weekly export

Real-time, configurable buckets, drillable. The Monday tab someone updated becomes a query.

Centralize approvals from email threads

Reviewer, requestor, outcome — recorded as a routed workflow. The audit trail is the workflow.

Generate audit reports from the source of truth

No more building packets from screenshots and exported tabs. Structured exports straight from the ledger.

Questions, answered

Get your week back from spreadsheet upkeep.

Start free in minutes, no credit card. Or grab 15 minutes and we'll run it on your own invoices.

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