How it works

If your business runs on a spreadsheet, you should not have to rebuild it. Upload the file, confirm the columns, and use the workspace.

Three steps. No board to configure, and we do not claim a magic model is reading your business.

Step 1
Upload your spreadsheet
Import Excel or CSV. We read the file in your browser and do not keep anonymous uploads.
Step 2
ClientPlot organizes it
We identify clients, jobs, projects, tasks, dates, assignments, and other useful fields. If we are unsure, you map the columns.
Step 3
Work from your dashboard
Manage the information from ClientPlot instead of constantly filtering spreadsheet rows.