Product
Four steps, from scattered systems to one answer
Connect, organize, match, operate. Here is what happens to your data at each stop.
Employee
James Hall
Downtown · since 2023
12
Locations
54
People
45
Vendors
96
Accounts
One record each · every figure traces to its source
01Connect
Keep every tool you already run.
Accounting, payroll, point of sale, inventory, and HR all feed into Sourcebook. Your team keeps working in the tools they already know.
Nothing to replace. Nothing to migrate.
02Organize
Teach it once. It remembers.
Show Sourcebook what a file is and where its columns belong. From then on it recognizes that export on arrival and files it the same way.
Month two is quiet. Month twelve is quieter.
03Match
One person. One vendor. One place.
Payroll says Jim H. Scheduling says James Hall. Sourcebook matches them into a single record, and anything it isn't sure about waits for you.
No more double-counted people or vendors.
04Operate
Report from one company model.
Locations, people, vendors, and accounts in one place. Compare stores on the same terms, and click any figure to reach the rows behind it.
One answer, with the receipt attached.
What it's for
Built for questions you get asked on Monday.
Compare locations
Labor, spend, and profit for every store on the same terms — without another heroic spreadsheet.
Close the month
Accounting, payroll, and POS arrive already matched, so month-end is a check rather than a hunt.
Defend a number
When a figure looks wrong, follow it to the source file and row. Answer in minutes, not a rebuild.
Keep your stack
Accounting, payroll, POS, inventory, and HR each keep doing their job. Sourcebook connects them.
In the product
One list. One record. Everywhere.
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 |
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.
See it on your own data
Request access and we’ll walk through Sourcebook with your systems.