My Recommended Tools

These are the tools I use and recommend for spreadsheets, automation, and content creation.

Spreadsheets & Finance

Coefficient

Connect Google Sheets or Excel directly to your business systems like CRMs, databases, and APIs. Automatically refresh your data on a schedule.

Try Coefficient now

Lido

Save 20+ hours of manual data entry each week. Just upload your document and get clean data.

Try Lido now

TransactionPro

A desktop and cloud-based app to quickly import, export, or delete data in QuickBooks. Ideal for automating accounting workflows.

Try TransactionPro now

Quickbooks

Industry standard accounting, bookkeeping automation and payroll software.

Try Quickbooks now

Affiliate Disclaimer: The links on this page are affiliate links, which means I may earn a commission if you make a purchase through these links at no additional cost to you. I only recommend tools I personally use and believe will add value to your workflow.