Everything you need to know about your business, in one place.
Sourcebook connects the systems that run your business and turns fragmented data into a shared understanding of what’s happening, why it’s happening, and what to do next.
QuickBooksADPSquareShopifySpreadsheets
1 · Connect your systems
SYSCO FOODS INC 8842
05/14 · 412.86
JOHNSON,M — STORE#02
NET 2,140.50
TXN 88213 — STORE#02
05/14 · 18.75
#1043 — garcia.ana@gm…
05/14 · 64.00
tips_may_FINAL (2).xlsx
114 rows
One company model
Location
Downtown
Employee
Mike Johnson
Vendor
Sysco
Customer
Ana Garcia
Sale
$18.75
Account
Food cost
Net sales by locationMay 2026
4,182 rows · every figure traces to its source
5 systems · 5 formats · one Tuesday
01What arrives
Five systems. Five names for the same store.
Square calls it STORE#02. ADP calls your manager JOHNSON,M. QuickBooks calls the delivery SYSCO FOODS INC 8842.
Same Tuesday. Nothing lines up.
02What it becomes
One record for each real thing.
Every name resolves to one record — Downtown, Mike Johnson, Sysco — and next month's files land the same way.
Anything uncertain waits for you. Nothing is guessed.
03What you get
Numbers you can stand behind.
Compare every location on the same terms. Sales, labor, cost — and each figure clicks through to the rows behind it.
Month-end in minutes, not a weekend.
Get started with the systems you already use.
Most businesses are live in four to six weeks.
