Workbooks

Spreadsheets and statements read by meaning, reviewed, then committed to the books.

Workbooks in SigmaPointPi
/workbooks

Every business has history in a spreadsheet. Workbooks reads one, works out what each column means rather than requiring a fixed template, and stages the rows for review before anything posts.

Nothing commits without review. A staged workbook shows exactly what would post, and rows that could not be resolved are held rather than guessed.

Where everything sits

Add files
Add files
Drop everything here
Drop everything here
Drive
Drive
Row, Verdict, Record
Row, Verdict, Record
Northline — Cap Table 2026
Northline — Cap Table 2026
Payroll roster Q3.xlsx
Payroll roster Q3.xlsx

How to work this page

Upload the file

Any spreadsheet or exported statement. Multiple sheets are handled and each is treated separately.

Check the column mapping

Columns are resolved by what the values look like rather than by header text, so a date column labelled anything is still a date column. Every mapping is shown and changeable.

Review the staged rows

Anything ambiguous is flagged with the reason. Duplicates against existing records are detected and shown beside the original.

Commit

Committing posts the rows and locks the workbook to that commit, so the same file cannot be posted twice.

On a phone

Workbooks on iPhone 15 Pro Max

Every figure from the desktop appears here, stacked rather than reduced. Tables scroll inside themselves so the page never moves sideways, and figures keep their separators and their alignment at every width.

Questions people actually ask

What if the file has junk rows and merged headers?

Common. Header position is detected rather than assumed to be row one, and rows that are not data are excluded and listed so you can see what was skipped.

Can I undo a commit?

The posted entries can be reversed as a set, which leaves both the original and the reversal in the ledger. Nothing is deleted.