All of your
business data,
in one trusted place.
Accounting, payroll, point of sale, inventory, HR — Sourcebook connects them into one company model. Clean records, matched names, and numbers you can stand behind.
One source of truth
fig. 01 — everything flows into one source.
Works with the tools you already run
- ADP
- QuickBooksAPI
- Xero
- SageAPI
- ShopifyAPI
- Square
- Excel / Google Sheets
- ADP
- QuickBooksAPI
- Xero
- SageAPI
- ShopifyAPI
- Square
- Excel / Google Sheets
The proof
Watch a messy export become records you can trust.
This is what happens to every file. Recognized on arrival, mapped to the right fields, matched against your company model — and scored, so you know exactly what landed and what needs a look.
JOHNSON,M — STORE#02 — 2140.50
Mike Johnson·Downtown·$2,140.50Payroll expense
GARCIA,ANA — STORE#02 — 1988.00
Ana Garcia·Downtown·$1,988.00Payroll expense
SYSCO FOODS INC 8842 — 412.86
Sysco·Downtown·$412.86Food cost
Matched automatically
Names, places, and accounts resolved against your company model.
Category breakdown
Next month's file lands the same way — the model remembers.
fig. 02 — one import, landed clean.
The loop
From many systems to one picture.
Four stages, one model. Everything Sourcebook learns from one import sharpens the next.
- Connected · API
QuickBooks
Accounting
- File import
ADP
Payroll
- File import
Square
Point of sale
- File import
Shopify
Online orders
- File import
Spreadsheets
Everything else
The question
“Which file is right?”
Asked in every month-end meeting, everywhere. When sales and accounting disagree, someone loses an afternoon. Sourcebook exists so no one has to ask it again.
Why Sourcebook
Not another dashboard. A clearer foundation.
Dashboards show whatever you feed them. Sourcebook builds the model underneath: connected systems, clean records, and numbers you can check when something looks off.
Answers in minutes
Ask how the business is doing and get a real answer. No weekend spent rebuilding a spreadsheet.
A clean close
Payroll, sales, and accounting arrive already matched to the right people, places, and accounts.
Every location, clear
Compare stores and teams on the same terms. Same names. Same rules. Same categories.
Numbers you can stand behind
Every figure traces back to where it came from. When someone asks, you can show them.
Trust & security
Your data stays yours.
Encrypted in transit
Your data moves over TLS. Always.
Yours alone
We never sell your data or share it between customers.
Leave with everything
Disconnect anytime. Your database stays yours.
Does Sourcebook replace QuickBooks or my bookkeeper?
No — and it isn't trying to. Your books stay where they are. Sourcebook organizes what comes out of those tools into one company model, so reporting starts from records that already agree.
Our exports are a mess. Is that a problem?
That's the point. Every tool names columns and people differently — Sourcebook absorbs that mess. Files are recognized on arrival, columns map to the right fields, and duplicates are caught before they settle in.
How long does setup take?
You teach it once. Show Sourcebook how your business works — which store STORE#02 is, which account NET_PAY lands in — and next month's files follow the same path automatically. Most of the effort is in the first month, then it shrinks.
Who is it for?
Owners and operators who've outgrown spreadsheet consolidation — usually multiple locations, several systems, and a month-end that takes longer than it should.
Is our data safe? Can we leave?
Your data moves over TLS, is never sold, and is never shared between customers. Disconnect anytime and take everything with you — the database is yours.
What does it cost?
A one-time setup fee plus a monthly fee, scoped to your locations, sources, and the state of your books. One call, two numbers. See how pricing works →
One clear picture of the business.
Request access and see Sourcebook with the systems you already run.
fig. 03 — everything bends toward one trusted place.