Sandbox Synergy
SANDBOXSYNERGY
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Productivity multipliers

Know your numbers, and hand your bookkeeper a clean file.

See what you've collected, what's outstanding and what's in the pipeline from your real records, never placeholders. Export invoices, payments and customers to a spreadsheet file ready for accounting import.

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Built, hosted and maintained for you · Every item below labelled honestly

Reports screen with revenue, pipeline and spreadsheet exports
Real numbers (a dash when there's no data yet) and one-click spreadsheet exports.

What's included

Exactly what works today.

Available now means it's in production for clients. Beta works end to end with a few gaps we tell you about. Coming soon isn't live yet.

  • Collected, this month, outstanding, pipeline and win rateAvailable now
  • Jobs and crew utilization from real recordsAvailable now
  • Spreadsheet exports: quotes, invoices, customers, jobs, inventory, activityAvailable now
  • Accounting import presets for invoices, payments and customersBeta
  • Private calendar feed for your phone's calendarBeta
  • Direct connection to accounting softwareComing soon

Before vs after

The same work, without the busywork.

Today

  1. 1Month-end means copying numbers from three places into a spreadsheet.
  2. 2You don't know your win rate or what's outstanding today.
  3. 3Your bookkeeper retypes every invoice.

With Sandbox Synergy

  1. 1Key numbers update from your real quotes, invoices and jobs.
  2. 2Pick a date range and export a clean spreadsheet file.
  3. 3Your bookkeeper imports instead of retyping.

How it works

4 steps, start to finish.

  1. 01

    Work normally

    Quotes, invoices and jobs feed the reports automatically.

  2. 02

    Check the dashboard

    Collected, outstanding, pipeline, win rate and utilization.

  3. 03

    Export

    Choose a preset and date range; formulas are neutralized for safety.

  4. 04

    Import

    Your bookkeeper imports the file into your accounting software.

Two sides, one system

What your customer sees, and what your team sees.

Your customer

  • Nothing; this is for you and your bookkeeper

Your team

  • Owner and manager dashboard
  • One-click spreadsheet exports
Reports screen with revenue, pipeline and spreadsheet exports
Real numbers (a dash when there's no data yet) and one-click spreadsheet exports.

Time back, in your numbers

What could this be worth to you?

No made-up statistics. Put in your own numbers and see a plain estimate of hours saved and what that time is worth.

Your estimate

Hours back each week

0.7

Worth about

$24 / week

≈ $1,212 over a 50-week year

Estimate only, based on the numbers you enter. If you spend 6 hours a month pulling numbers together and live reports plus exports cut about half of each hour (shown per week)… Real results depend on your business.

Who it's for

Built for businesses like yours.

FAQ

Straight answers.

Does it sync directly with my accounting software?

Not yet. Today you export a spreadsheet file with presets made for common accounting software. Direct connection is coming soon.

Are the numbers real?

Yes, calculated from your actual records. If there's no data yet, you see a dash instead of a made-up number.

Is “calendar sync” two-way?

No. It's a private, read-only calendar feed (beta) your phone's calendar can subscribe to.

Want Reports & Accounting Export in your business?

Tell us how you work and we'll show you a plan with only the pieces you need, built, hosted and maintained for you.

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