If you have ever searched “customer debts in Excel”, you wanted two things: a number next to each name, and something you can put on WhatsApp that is their account — not a photo of every name in the shop.
SUMIFS is fine at the desk. It falls apart the first time there is a copy on a phone, or a second file called “final-2”.
Kaymn is a customer book on the web, not “Excel with extra steps.”
When the spreadsheet is enough
- About ten names, one currency, one file, you are the only person who edits it, and nobody asks for a statement while you are out.
- It splits when there is a copy on the computer and another on the phone; a “100” with no currency; the whole sheet sent on WhatsApp; two people editing.
A statement is one name, a period, each sale and payment, the balance. That is what “send me my account” means. If you move off Excel, put today’s balance in as a starting point — not years of formulas.
In Kaymn you can share a statement or a link for one customer — try it free.
