Creditouch vs Excel
Keep the export. Retire the tracker.
Excel is great at holding numbers. It can’t tell you who to call, send a reminder or notice a broken promise. Creditouch can, from the same file.
Feature comparison
| Task | Excel + inbox | Creditouch |
|---|---|---|
| Who to call today | Rebuilt by hand every morning | Ranked for you, with the reason |
| Reminders | Typed one email at a time | Sent on schedule, one email per debtor |
| Promises | A comment in a cell | Checked against payments, flagged when broken |
| Disputes | Lost in someone’s inbox | Logged with a reason and an owner |
| Team view | Whoever has the latest file | Live, by role, with an audit trail |
| CFO view | A report someone builds on Monday | DSO and cash at risk, any time |
| Aging | A pivot table, rebuilt each week | Live, per debtor and for the whole book |
| GST details | Typed in by hand | Filled from the GSTIN in one step |
| History | “Who changed this cell?” | Every change in the audit trail |
Switching
Three steps. One afternoon.
1.Export as usual
From Tally, SAP, Zoho or your own tracker.
2.Upload the file
Columns are matched for you. Check and confirm.
3.Open Today
Your ranked call list is ready. Reminders can start.
FAQ
Moving off the sheet
Something else on your mind? Ask us on a demo call.
Do we have to stop using Excel?
No. Most teams keep exporting from their accounting system to Excel. They just upload that file to Creditouch instead of maintaining a tracker by hand.
Will our column names work?
Yes. Creditouch suggests how your columns map, whatever they’re called, and you confirm before anything is saved. The layout is remembered for next time.
When is Excel still enough?
If you have a handful of customers who always pay on time, a sheet is fine. Once you have dozens of debtors, a team, or promises to keep track of, the sheet starts costing you cash.
Retire the Monday aging sheet.
Upload your receivables and see today’s call list in minutes. Free during early access.