Gain Insights Into Your FinancialForce Data with Sourcetable

Let anyone on your team ask questions about your FinancialForce data in a familiar spreadsheet interface. Automate reporting, charting, and more. Connect FinancialForce with Sourcetable to get started.

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Unleash FinancialForce's Full Potential

Sourcetable amplifies your FinancialForce data in a familiar spreadsheet interface.

Sync Without Code

Access real-time FinancialForce data instantly. Our automatic syncing pulls in comprehensive business overviews, aligning sales, services, and finance teams effortlessly.

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Uncover Insights Fast

Reveal growth opportunities with AI-powered queries and charts. Spot trends across your ERP and PSA data to accelerate high growth and maximize value.

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Automate Like a Pro

Build powerful reports using Excel formulas you already know. Create custom dashboards that update automatically, increasing efficiencies across your modern business management approach.

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Empower Your Team

Enable data-driven decisions for everyone. Your team can analyze FinancialForce data without specialized knowledge, helping your business scale with insights from ERP Cloud, PS Cloud, and Customer Success Cloud solutions.

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Give your team the tools to unlock your FinancialForce data

AI Spreadsheet

Gain insights into your FinancialForce data using natural language queries with Sourcetable AI.

Data Tables

Make your FinancialForce data accessible. Use one of our 100+ integrations to sync your data in real-time.

Report Automation

Create reports that automatically update daily, weekly, or monthly as your data changes.

Business Intelligence

Ditch complex dashboards. Bridge the gap between your data and reporting software.

Export FinancialForce To CSV

Export any data out of FinancialForce into a CSV file, millions of rows at a time.

Start analyzing your FinancialForce data in Sourcetable

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Step 1

Connect FinancialForce to Sourcetable

Let Sourcetable talk to your FinancialForce account in real-time to Sourcetable. No coding skills required.

Step 2

Sync your FinancialForce data to a workbook

View your data in a workbook to create auto-updating spreadsheets and reports.

Step 3

Gain insights into your FinancialForce data

Answer any question about your FinancialForce data with Sourcetable's AI assistant.

Over 100+ data integrations to choose from

Unlock your data's full potential with Sourcetable. Automate reporting and analyze data from any app with Sourcetable AI.

Checkout out all of our integrations

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Give your team the power to ask questions about your FinancialForce data in a spreadsheet.

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See what people are saying about Sourcetable

Chris Aubuchon

@ChrisAubuchon

Spreadsheets are still the best interface for so many real world projects, it's time for @SourcetableApp to give them a reboot

Micah Alpern

@malpern

Love seeing innovation in this space after so many decades with very little.

Jason Monberg

@jasonmonberg

Thrilled for the @SourcetableApp team, we need products like this breaking through older paradigms.

David @ NextView

@davidbeisel

The future of spreadsheets? Spreadsheets. The @SourcetableApp team is building the world's best spreadsheet at https://sourcetable.com

Jeremy Nixon

@JvNixon

The @SourcetableApp team, attack data management with their AI-powered spreadsheet, enabling seamless syncing and querying of application data without coding! 📊🤖

TechCrunch

@TechCrunch

Sourcetable raises $3M, claiming the future of spreadsheets is spreadsheets.

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Checkout what Sourcetable has to offer

Data Cleaning

Detect errors, remove duplicates, and structure messy data.

Charts & Graphs

Create stunning, interactive charts that make data clear.

Template Generator

Speed up workflows with AI-powered spreadsheet templates.

Sourcetable Frequently Asked Questions

How do I analyze data?

To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel or Google Sheets.

What data sources are supported?

We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (tsv), database data (MySQL, PostgreSQL, MongoDB), application data, and most plain text data.

What is the maximum file size?

Sourcetable supports files up to 10gb in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.

Can I analyze spreadsheets with multiple tabs?

Yes! Sourcetable's AI makes intelligence decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control you can also refer to specific tabs by name.

Can I generate data visualizations?

Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.

Is Sourcetable programmable?

Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.

Is there a discount for students, professors, or teachers?

Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.

Is this free?

Yes! By default all users receive a free trial with enough credits too analyze data. Once you hit the monthly limit, you can upgrade to the pro plan.





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Integrate FinancialForce With Sourcetable

Try Sourcetable to gain valuable insights from your FinancialForce data in a familiar spreadsheet interface.

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