Sourcetable for Founders

See the whole business. In one sheet.

MRR, burn rate, pipeline, and headcount — all in one live model that updates as your business moves.

The metrics that matter, surfaced before Monday's standup.

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Sourcetable
Q4 2025 Analysis
CS
A B C D E F G
Revenue by Quarter Q4 Breakout
AI ASSISTANT
EXPAND
Made with Sourcetable Sourcetable

One live company model.

MRR, burn, pipeline, and headcount connected to your tools — always current as your business moves.

Board-ready, any time.

Pull the numbers your investors ask about without manually assembling them before every meeting.

Before Monday's standup.

The metrics that matter, surfaced from your data without the Sunday night prep work.

Connect your data

Every metric you need to run your company — live and always current.

  • Excel

    Upload your existing models — including large multi-gig .xlsx files — connect live data, and export clean reports any time you need them.

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  • Salesforce

    Pull live pipeline and revenue data from Salesforce into your company dashboard.

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  • QuickBooks

    Connect QuickBooks and track burn rate, runway, and cash flow in real time.

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  • PostgreSQL

    Query your product and revenue database in plain English — no SQL or data team required.

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“Pulling numbers before every board meeting. Now I show up actually prepared.”

— Founder & CEO, Series A SaaS

What else can Sourcetable do?

See the whole business. Build your company dashboard. Chart board and investor metrics. Automate investor reports. Talk to your data. Speed up board prep. Write SQL when you need it. Clean cross-tool data. Fix model formulas. Handle full datasets. Crawl the web. Create metric workflows. Generate runway and growth templates. Write formulas for metrics.
See the whole business. Quick takeaways
See the whole business.
Video: Analyze your data with an AI spreadsheet

Excel + ChatGPT + Python
=

The last spreadsheet you'll ever need.

Get Insights

Ask questions in plain English, generate charts instantly, use Python for custom logic, and tap into built-in research tools for deeper insights.

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Llama Llama
Claude Claude
Sourcetable Sourcetable
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*LLM's are not trained on your data
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Visualizations

Turn data into charts & graphs instantly. Sourcetable helps you explore trends, uncover patterns, and present insights, automatically or on your terms.

Visualizations

Manipulate Data

Clean, shape, and structure data with AI, formulas, or code. Sourcetable helps you go from raw input to ready-to-use datasets in seconds.

Manipulate Data

Data Science

Sourcetable fuses AI smarts with Python's full analytical power, so you can clean, query, model, and visualize data without switching tools or writing a single line of code.

Data Science

Frequently Asked Questions

If your question is not covered here, you can contact our team.

Contact Us
Can Sourcetable pull from my CRM and billing tools?
Yes. Connect Salesforce, HubSpot, Stripe, QuickBooks, and more. Sourcetable merges data from all sources into a single live model — no manual exports, no copy-paste between tabs.
How do I build an investor metrics package in Sourcetable?
Connect your data sources and describe the metrics you report on. Sourcetable builds the layout, calculates the numbers, and formats a clean metrics package — ready to share with investors whenever you need it.
Can I model burn and runway scenarios?
Yes. Describe your assumptions — headcount growth, revenue ramp, variable spend — and Sourcetable builds best, base, and conservative scenarios. Update one input and the whole model recalculates.
What data sources are supported?
We support spreadsheets (.xls, .xlsx, .csv), PDF, JSON, databases, and 100+ integrations including Salesforce, HubSpot, Stripe, QuickBooks, and most SaaS tools founders use.
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 this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have usage limits. Users can upgrade to the Pro plan for more credits.

Enterprise-grade security

Your company data stays yours. Sourcetable is SOC 2 Type II certified with end-to-end encryption at rest and in transit.

Private key encryption

Private key encryption

Data encrypted at rest

Data encrypted at rest

Escrow KMS

Escrow KMS

Build your company dashboard — free

Connect your tools. See your whole business clearly.

Related use cases

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