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Excel and Word, or yuba: what changes for the firm
Excel and Word do well what you ask of them. What they do not do is remember for you: the last invoice number, the client who reached ten employees, what each client still owes. yuba keeps those facts and keeps them current.
Request the 14-day demo
Compare on your own client files, for 14 days.
What Excel does well
It is already installed, everyone knows how to use it, and a sheet adapts to anything. Keep it for your own analysis: yuba exports the firm's data at any time.
Ten tasks of the firm, side by side
| Task | With Excel and Word | With yuba |
|---|---|---|
| Numbering invoices | With Excel and WordYou copy the last number by hand; a deleted file leaves a gap. | With yubaThe number is given at issue, with no gap, in the fiscal year's series. |
| Correcting an invoice | With Excel and WordYou edit the Word file and print it again. | With yubaThe issued invoice no longer changes; a credit note (facture d'avoir) corrects it, with its own number. |
| Justifying a fee | With Excel and WordThe barème is in a separate workbook, when someone finds it. | With yubaThe ONCA/CNCC barème minimum shows next to the agreed fee. |
| Invoicing every period | With Excel and WordSomeone has to remember to prepare the quarter's invoice. | With yubaEach period's draft is ready on the engagement letter's schedule; you issue it. |
| Following CNAS | With Excel and WordSomeone has to notice the client now has ten employees. | With yubaAt ten employees, the client's CNAS and CACOBATPH turn monthly by themselves. |
| Knowing who owes what | With Excel and WordA sheet updated at each payment, if someone thinks of it. | With yubaEach payment is applied to its invoices; the statement and the overdue amounts in 30-day bands follow from it. |
| Chasing a client | With Excel and WordA Word letter typed again for each client. | With yubaReminder letters at three levels, ready to print. |
| Knowing who changed what | With Excel and WordThe file does not say. | With yubaThe journal says, and any later tampering shows. |
| Backing up | With Excel and WordA copy on a USB stick, when someone remembers. | With yubaA backup every day; seven daily, four weekly and twelve monthly kept. |
| Working together | With Excel and WordA file on the network, often locked by whoever opened it. | With yubaEveryone on their own PC, over the firm's network, and each sees only their own client files. |
Moving from Excel to yuba
There is no import yet: client files are entered by hand. During the 14-day demo we help you enter the first ones, and you keep your Excel files for as long as you like.