Product
Data and quality
Numbers that come in and go out in the format the rest of the business uses.
Import and export
Bring in what you already have, without typing it again
Import resources, unit costs and price lists from a spreadsheet, follow each job while it runs, and export back to XLSX when it is time to hand over.
- —Spreadsheet import. Import a whole list instead of typing it row by row.Basic
- —XLSX export. Resource catalog, unit cost list and the full breakdown of a single unit cost.Basic
- —Jobs you can follow. Every import runs in the background with its own progress and error report.Basic
- —Advanced unit cost export. The detailed workbook, with unlimited exports per month.Business
Formats and data quality
Your letterhead on the documents, and a catalog that stays clean
Configure headers, footers and watermarks with your branding, standardize rounding across the organization, and let the rule engine flag what does not add up.
- —Document formats. Headers, footers and watermarks built from Geztio templates and assigned per document.Pro
- —Signatures. Sign budgets and unit costs with the responsible professional.Pro
- —Rounding profiles. Rounding rules per metric and per entity, set once for the organization and overridable per project.Pro
- —Quality rules on save. Rules that evaluate as you write and open a finding when something does not add up.Pro
- —Duplicate detection and merge. Find near-identical resources and merge them with a preview before committing.Business
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