Who We Help · Finance & Accounting

See your numbers live, without spreadsheet chaos.

Budgets, approvals, close checklists and accounting data in Smartsheet, so finance stops chasing numbers and spends more time on decisions.

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Still building reports from exports?

We’ll show you how to connect your financial data so reports stay current on their own.

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Smartsheet portfolio dashboard with project status metrics

The Problem We Solve

Finance shouldn’t live in a dozen disconnected spreadsheets.

Budgets in one file, approvals in email and actuals exported from the accounting system mean late reports, version confusion and numbers nobody fully trusts.

We build one finance workspace with approvals, tracking and dashboards, and connect it to the systems you already use.

What We Build for Finance

Tools finance teams actually use.

Designed for accuracy, control and fewer manual steps.

Budget Tracking

Budget versus actuals, always up to date

Track budgets by department, project or cost center against actual spend, with dashboards that show over- and under-spending as it happens.

Leaders see where money is going without waiting for month-end.

Budgets

Actuals

Variance

Forecasts

Approvals & Spend Requests

Approvals with a clear audit trail

Purchase and spend requests flow through the right approvers automatically, with every decision recorded.

No more approvals buried in email threads.

Requests

Approvers

Audit trail

Automated

Month-End Close

Close the books on a repeatable checklist

A standard close checklist with owners, due dates and automated reminders keeps every step visible and on schedule.

Managers see exactly what is done and what is holding things up.

Checklists

Owners

Deadlines

Reminders

ERP & Accounting Integrations

Your NetSuite or QuickBooks data, where work happens

We connect Smartsheet to NetSuite with our own integration, and to QuickBooks through trusted partners, so financial data flows without CSV exports.

Update many records at once, sync saved searches and keep dashboards current from one set of numbers.

NetSuite

QuickBooks

No CSVs

Live sync

Running NetSuite or QuickBooks?

See how we connect your accounting system to Smartsheet.

See Our Integrations →

Client Perspective

What our clients say.

Real feedback from teams we have worked with.

"Working with this team has been a game changer. They’re personable, easy to work with, and bring a level of expertise that saves me a huge amount of time. I can explain what we’re trying to accomplish, and they handle the work in the background while I continue focusing on my day-to-day responsibilities. They don't just solve problems—they help me understand the "why" behind the solutions they recommend, giving me the confidence to continue improving our processes even after our time working together is over (which honestly makes me a little sad). They truly feel like an extension of my team, and I couldn't recommend them more."

Cat Gilbertson

Senior Project Manager, Farris Automation

"Working with TCC has been an absolute pleasure from day one. Joe and his team were brought on to build out our Smartsheet automations and infrastructure, and the difference it's made in how we manage our internal operations and clients has been huge. Here's the funny thing, we thought we knew Smartsheet pretty well before this. Turns out we were barely scratching the surface! Joe and his team opened our eyes to what the platform can do, and now our team feels like we've leveled up in a big way. He's patient, easy to talk to, and genuinely invested in setting us up for success. At Amicus, we hold ourselves to a high standard when it comes to serving our clients, so it means a lot to work with a partner who takes that same care with us. TCC has been exactly that kind of partner, and we'd recommend them to anyone looking to get more out of their Smartsheet tools."

Kristopher Le, PharmD.

CEO & Principal, Amicus

"That Consulting Company has helped us take the headache out of managing our Smartsheet application. Their team is always there for us, whether we have mundane or emergent issues. "

Danielle Benford

Senior Vice President, VOC Associates

How We Work

A clear, collaborative process.

Discover

Understand the current workflow, the people involved and the goals for the solution.

Design

Plan how the sheets, data and screens will work before the build.

Build & Test

Build the solution and test it against real scenarios with your team.

Launch & Hand Off

Go live with documentation, training and a clear plan for support.

Next Step

Let’s make finance easier to run.

Tell us where your numbers come from today. We’ll help you build a workspace you can trust.

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