SMB finance teams
Monthly close report packs without spreadsheet firefighting
For SMB finance teams that need the same Excel package every month, with totals that match the books.
Where teams get stuck
Most SMB finance teams rebuild the same workbook each month from exports, then manually patch formulas and formatting before sending updates.
How Ilka helps
Connect the books or the sheet, lock the layout once, and schedule the run so each month copies fresh figures into the same workbook.
- Xero, Stripe, Google Sheets, or Airtable today; QuickBooks coming soon
- Locked layout with a Source check sheet
- Recurring delivery by email, portal, webhook, or Drive