Top locations by revenue
All7d30dMTDQTD
Total
$1,716,100
Top
SoHo
Locations
5
- 1SoHo$428k
- 2Chelsea$391k
- 3Williamsburg$357k
- 4Tribeca$298k
- 5Midtown$242k
Product
The platform for business data
Connect. Organize. Match. Operate. Four stages from scattered systems to one clear company model.
Sample company
Sample company · Overview
Overview
Company dashboard
5 locations · 3 entities
Sales over time
All7d30dMTDQTD
Jan$241kJun
Sales per labor hour
All7d30dMTDQTD
Best rate
$86 /hr
Top location
SoHo
- 1SoHo$86/hr
- 2Williamsburg$79/hr
- 3Chelsea$74/hr
- 4Tribeca$68/hr
- 5Midtown$61/hr
Sample overview. Same widget style as the live product.
Stage 1 · Connect
Bring in data from every system you run
Connect QuickBooks directly. Import payroll, scheduling, point of sale, inventory, and spreadsheets the way your team already exports them.
Every system feeds one place.
- Direct QuickBooks connection
- Clean intake for other system exports
- No need to replace the tools you trust
Stage 2 · Organize
Teach the platform once
Show Sourcebook what each file is and where it belongs. From then on it recognizes a timesheet, vendor list, or bank file and files it correctly.
Month two is quiet. Month twelve is quieter.
- File recognition for your exact exports
- Your conventions turned into lasting rules
- Exceptions shown clearly, not buried
Stage 3 · Match
One person. One vendor. One place.
The same person appears as “Jim H.” in payroll and “James Hall” in scheduling. Sourcebook matches them so every name becomes one clean record.
No more double counted people or vendors.
- Catches typos, nicknames, and format quirks
- Judgment calls become lasting rules
- Every match tied back to its source rows
Stage 4 · Operate
A company database you can run on
Locations, people, vendors, customers, and accounts in one place. Close the books. Compare locations. Answer Monday questions from one model.
One answer. With the receipt attached.
- One record for each real thing in the business
- Full path back to the source file and row
- Built to run on, not just look at
Common questions
Straight answers
Does it replace QuickBooks?
No. QuickBooks stays your books. Sourcebook organizes what comes out of QuickBooks and your other tools.
What about messy history?
Old exports get the same treatment as new ones. History lands in the same clean structure.
What if we leave?
Your database is yours. Disconnect, export, or delete. No hostage data.
In the product
Locations and matching, as they appear
Sample company
Sample company · Overview
Locations
Every site, one list
| Location | Borough | Entity |
|---|---|---|
| SoHo | Manhattan | Downtown |
| Chelsea | Manhattan | Downtown |
| Williamsburg | Brooklyn | Brooklyn |
| Tribeca | Manhattan | Downtown |
| Midtown | Manhattan | Midtown |
Sample company
Sample company · Overview
Matching
One person. One place. Everywhere.
| Source name | System | Company record | Status |
|---|---|---|---|
| Jim H. | Payroll | James Hall | Matched |
| Store #2 | POS | SoHo | Matched |
| SOHO | Scheduling | SoHo | Matched |
| Acme Supp. | AP | Acme Supplies Inc. | Review |
See it on your own data
Request access and we’ll walk through Sourcebook with your systems.