Excel is a spreadsheet software that’s part of the Microsoft Office suite. With its numerical calculation capabilities, charts, data analysis tools like pivot tables and support for macros, it’s widely used by businesses to track their invoices.
The accounting team lists all invoices in Excel (those that are paid, overdue, or pending) along with due dates and any additional comments needed for proper tracking. However, using Excel is time-consuming and prone to manual entry errors.
LeanPay makes it easy to centralise all your data (invoicing, contacts, and payments) and replace your Excel file. You also get access to a real-time accounts receivable dashboard to track KPIs. Customer reminders are automatically scheduled based on customisable workflows, with ready-to-use templates to simplify your work.
By digitising your collections process, you significantly reduce manual tasks and save valuable time.
Switch from Excel to LeanPay for take control of your receivables management!
LeanPay is compatible with Excel, no technical skills are required to import your data.
Fees may apply to link your LeanPay account to Excel.
The integration is fast. Your tools will be connected within a few hours.