# Does your company run on spreadsheets? Make it an application.

> Does your small business run on Excel? Visiona turns your spreadsheets into an application you own: a database, your rules, approvals, on your phone.

Page: https://www.visiona.ca/en/replace-excel  
Français: https://www.visiona.ca/remplacer-excel

Your spreadsheets become an application you own: a database, your rules, approvals, on phone and computer. Your know-how stays; the copies and the retyping go.

## What changes

### Before

- Files copied by email, each with its own version
- A broken formula nobody notices
- The same data typed twice
- A file only one person understands

### With the brain

- One source, every change with who and when
- Your rules written in code, applied the same way every time
- Entered once, reused everywhere: accounting, email, reports
- An application the whole team uses, documented and yours

## What the brain does

Your files hold your know-how. We turn them into a system that runs on its own, next to simple accounting software.

- Gathers your files, email and PDFs in one place
- Applies your rules without exception; AI analyses what the rules don't cover
- Recommends next steps or automates the repetitive ones
- Becomes your central system, with its own database, connected to your tools: accounting, email, storage

### No accounting software yet?

QuickBooks or Zoho Books is enough as accounting software. The brain connects to it: it enters what your rules have checked and a person has approved. No ERP needed to start.

## Time saved, week after week, by our clients

- **Bookkeeping up to date** Statements, cards and emailed invoices are matched by rules, approved by a person, then entered in the accounting software. (One statement line: 3 min → 10 s)
- **Invoice intake** Each supplier invoice is read, matched to its purchase order and entered, with no retyping. (One supplier invoice: 6 min → 30 s)
- **Internal requests** Vacations, proposals and approvals: the decision travels with the notification, and documents are archived automatically. (One vacation request: 1 day → 1 click)

*Estimated from our projects, for one complete operation, end to end.*

## Your first three sprints

1. **Connect** Your sources are connected and a first version runs on your real data.
2. **Rules** Your rules run on last month's data and are compared with what the team did by hand; every gap is explained.
3. **Release** One team uses it first, with every decision tracked, then we widen.

## Proven solutions to replace your files

- [Automated supplier invoices](https://www.visiona.ca/en/solutions/supplier-invoices) Invoices arrive by email, AI reads them, your rules match them to the purchase order and the delivery slip, and a person approves in one click before they reach accounting. See the demo: https://www.visiona.ca/en/solutions/supplier-invoices/demo
- [Automated bookkeeping and bank reconciliation](https://www.visiona.ca/en/solutions/bookkeeping-bank-reconciliation) Bank and card statements are read every night; your rules explain each line with its evidence, a person approves the rest, and everything is entered in your accounting. See the demo: https://www.visiona.ca/en/solutions/bookkeeping-bank-reconciliation/demo
- [Vacation and leave approvals](https://www.visiona.ca/en/solutions/vacation-approvals) Employees request time off on their phone; your rules check the balance, the notice and team coverage, the manager approves in one click, and the calendar and payroll are told. See the demo: https://www.visiona.ca/en/solutions/vacation-approvals/demo
- [Technician dispatch](https://www.visiona.ca/en/solutions/technician-dispatch) Work orders are grouped by area on a map, the crews' week is planned in a few clicks, routes are optimised and the schedule goes back to your ERP. See the demo: https://www.visiona.ca/en/solutions/technician-dispatch/demo
- [E-signature and contract management](https://www.visiona.ca/en/solutions/e-signature-contracts) Your contracts start from your templates, are signed on a phone through a unique link, countersigned in one click and filed with their evidence, with no fee per envelope. See the demo: https://www.visiona.ca/en/solutions/e-signature-contracts/demo
- [Quotes in minutes](https://www.visiona.ca/en/solutions/quotes) Three options in a few clicks, taxes and rebates calculated, a detailed quote with its terms that the customer signs on their phone, deposit included, and the order created. See the demo: https://www.visiona.ca/en/solutions/quotes/demo

## Frequently asked questions

### Can we keep Excel?

Yes, for what it does well: analysing and exploring. Your numbers leave the file: they live in the application's database, which can export to Excel whenever you need it.

### We have no accounting software. Is that a problem?

No. QuickBooks or Zoho Books is enough as accounting software, and the brain connects to it from the first sprint.

### Our files are messy. Where do we start?

With your files as they are. The first sprint connects them to the application and shows the gaps; the rules come next, checked on last month's data.

### Do we need an IT team?

No. We build, deploy and maintain the application. You keep the code, the data and the documentation.

### Who owns the code?

You do. The code, the database and the servers are in your name from the first sprint. No licence, no per-user fee.

## Contact

- Phone: 514-705-7531
- Write: https://www.visiona.ca/en/replace-excel#form