GM, !
Every Monday I export a CSV from Salesforce. Then one from QuickBooks. Then I paste both into a spreadsheet and pray the columns line up. If they don't, I fix them by hand. This takes four hours. I have a finance degree.
That's not analysis. That's data entry with a salary.
I started using Coefficient. It connects my spreadsheet to Salesforce, QuickBooks, all of it. Data pulls itself in.
Updates on a schedule. No exporting. No pasting. No praying.
The thing I spent three years doing takes two clicks.
Try Coefficient. Stop being the copy-paste machine.
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