How it works

Two files in. One finished workbook out.

No macros, no rebuilding your report from scratch every month. Here's exactly what happens between your upload and your download.

Your template

Layout, formulas, charts — untouched

New data

Columns can be renamed or reordered

SheetSync

Rules first, AI only when needed

You review

Confidence scores, flagged rows

Finished file

Same template. New rows.

Every Step, In Detail

What actually happens at each stage of a run.

1. Save your template once

Upload the Excel file you already send out — payroll, a sales report, a client deliverable, anything. SheetSync reads its structure directly and saves it for reuse.

Formulas, cell styles, merged cells, multiple sheets and charts are all preserved — nothing about the template file itself is ever changed.

2. Upload this month's data

When new data is ready, upload the raw file. You don't need to rename columns or match last month's format first.

Renamed headers, reordered columns and slightly different exports are all expected — that's exactly what the mapping step is for.

3. Review the mapping

Before anything is written, you see exactly which source column feeds which template column, with a confidence indicator on every match.

A Data Check panel flags blank cells, duplicate IDs and mismatched types, so problems surface before you commit — not after you've sent the file.

4. Download the finished file

Get back a real .xlsx — same layout, same formulas and charts, filled with your new rows.

If your workbook has several matching sheets, one click regenerates all of them into a single file instead of running each one separately.

Under the hood

Rules First. AI Only Where It's Needed.

Most columns never need a model at all — which keeps mapping fast and keeps your data close to home.

Deterministic matching, first

Exact header matches, common synonyms, reordered columns, and anything that's clearly a formula or serial number get matched by plain code — instantly, and for free.

AI, only for the rest

Only columns the rules couldn't confidently resolve get sent for an AI opinion — so a 10,000-row file costs the same mapping effort as a 100-row one; row count was never the input.

Even then, the AI step only ever sees column headers and an abstract description of what a sample value looks like — "a date," "10 digits" — never the value itself. No name, account number or salary figure in your file leaves the browser to be mapped. Read the full Privacy Policy.

Try it on your own template

Free to start — no credit card, five saved templates included.