Sheetlot
The month-close desk for multi-broker books.
Close Schwab, Fidelity, IBKR trade CSV, Robinhood, Coinbase, and other supported exports into one Sheets ledger — maps, warnings, MoM when you attach last month. Bookkeepers add intake + CPA share on Pro.
Free: maps + 25-row sample. One close $19 (7 days): full Sheets to review; zip uses the purchase. Pro $29/mo: unlimited closes + client intake + CPA share + cloud seat. Cancel anytime · not tax advice.
Without Sheetlot
5 broker CSVs broken column maps “did we double-count?” email zip to CPA repeat next month
With Sheetlot
one Sheets file visible column maps MoM when you attach prior zip for your CPA (Pro) intake + share link
Who pays what
Traders finish once. Bookkeepers keep the desk.
Power Query remaps once for a stable single-broker book. Sheetlot is for messy multi-broker months — and for seats that close clients every cycle.
Free sample
Real broker detect + column maps + totals + 25-row sample. Attach last month’s ledger for a short MoM peek.
One close — $19
Full Sheets + zip for this run (7 days). Zip uses the purchase; Sheets alone does not. No CPA portal.
Pro desk — $29/mo
Unlimited closes, client upload links, CPA share + revoke, cloud seat on your Stripe email. Built for bookkeepers.
Honest scope
Not tax software, not 8949, not estimated P&L. A close pack you can defend to a human.
Pricing
One close $19 · Pro $29/mo
Free proves the mapping. One close finishes this month once. Pro is the bookkeeper seat — intake, CPA links, cloud — not a higher price for the same zip.
Close pack: sheets.csv · ledger.csv · exceptions.csv broker_totals.csv · mom_diff.csv MANIFEST.json · (Pro) CPA share URL