Bring the file
After you sign in, attach an Excel file or CSV to your first message. Continual builds the app around your columns.
Spreadsheet to app
Turn your spreadsheet into an app.
Keep the columns you trust. Get records with owners, a view for each person and follow-ups that are drafted for you.
From sheet to app
The same rows, as an app your team works in.
The agent drafts each follow-up and waits for your approval.
| Row | Client | Still missing | Who | Last chased |
|---|---|---|---|---|
| 1 | Client | Still missing | Who | Last chased |
| 2 | Rivera household | W-2 x2, 1099-INT? | Megan | 3/02 |
| 3 | Brennan, T. | 1099-B pg 2?? | Megan | |
| 4 | Patel Family Trust | K-1 (Ridgeway) | Owen | 2/18? |
| 5 | Lindqvist Dental | card stmt | CHASE AGAIN | |
| 6 | Okafor Design | K-1, mileage log | Megan | left vm |
| 7 | Morales Landscaping | bank stmt + rcpts | Owen? | |
| 8 | Hughes, D. & K. | 1098-T | Megan | sent? |
Becomes
Client document checklist
- Shows
- Which clients still owe which documents
- Runs
- Drafts reminders when items go overdue
- Waits on
- Every reminder before it's sent
Alder & Finch CPAs · Client document checklist
Client document checklistAlder & Finch CPAs
Megan DoyleTax managerMD
- Clients
- 59
- 2025 returns and monthly books
- Complete
- 41
- Every document accepted
- Waiting
- 18
- Owe at least one document
| Client | Outstanding | Preparer | Due | Status |
|---|---|---|---|---|
| W-2 (2), 1099-INT | Megan Doyle | Nov 10 | 3 missing | |
| 1099-B (page 2 missing) | Megan Doyle | Nov 12 | Rejected | |
| K-1 (Ridgeway Partners LP) | Owen Finch | Nov 12 | 1 missing | |
| October card statement | Owen Finch | Nov 7 | 1 missing | |
| K-1, mileage log | Megan Doyle | Nov 19 | 2 missing | |
| Bank statement, 4 receipts | Owen Finch | Nov 15 | 5 missing | |
| 1098-T in review | Megan Doyle | Nov 17 | In review | |
| All received | Owen Finch | Nov 4 | Ready |
Showing 8 of 59 clients
Ran today at 8:00 AM
- Checked due dates for 59 clients
- Found 4 clients with overdue or rejected documents
Getting started
Three ways to bring your sheet.
Upload it, keep it connected, or describe it in a sentence.
Keep the sheet connected
Connect Google Sheets and point Continual at the sheet. Your team keeps working in it while you move over.
Start from a sentence
No clean sheet to start from? Describe how the work runs today and Continual builds from that.
What changes
What a spreadsheet can't do on its own.
The chasing, checking and copying you do by hand moves into the app.
Drafted for you, sent when you approve
The agent writes each reminder with only what that client still owes. Nothing goes out until someone approves it.
It checks every morning
Automations run on the schedule you set, or when a connected tool sends an event.
A row becomes a page
Each client gets one page with its fields, documents and every reminder and reply.
Everyone sees their own list
Ask for a view per person, so each preparer opens to the clients they own.
Works with the tools you have
Connect Gmail, Google Sheets, Slack and the rest of your stack, so the app works where the work already happens.
Change it by asking
When the process changes, say what's different. The agent updates the app.
Sheet or app
A sheet holds the list. The app does the work.
| Capability | Sheet | Continual |
|---|---|---|
| Keeps the columns you trust | ||
| Follow-ups drafted for each row | ||
| Checks due dates every morning | ||
| Waits for approval before sending | ||
| Every reminder and reply on the record |
Questions
What teams ask first.
Do I upload the spreadsheet here?
No. Describe it here first. After you sign in, attach the file to your first message or connect Google Sheets, and Continual builds the app from it.
My spreadsheet is a mess. Will this still work?
Yes. Blank cells, notes in the wrong column and question marks are normal. Tell Continual what each row means and it builds records with clear fields and statuses.
Can my team keep using Google Sheets?
Yes. Google Sheets is a supported connection, so you can tell Continual which sheet to work from while your team moves over.
Can it send reminders on its own?
Automations run on a schedule or when a connected service sends an event. You decide which actions need a person to approve them before they run.
Who can use the app?
Invite collaborators without buying seats. When you publish the app, choose whether it is public or private. Private apps require sign-in.
What does it cost?
Start free. After that you pay for what you use with credits shared across your workspace, not per seat.
Do I need to know how to code?
No. You describe what should change and the agent builds it. The source lives in your project repository if you ever want to look.
Get started
Your process already lives in a sheet. Let the app run it.
Describe the spreadsheet your team works from. Continual builds the app, then connects it to your tools.
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