How it works
Set up with you, not handed to you
Most software gives you a login and a help centre. We set Monksheets up with you, on your data and around how you already work — and then you ask.
From first call to first question
Four steps
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A 30-minute call. Not a pitch. We look at what you run today, what breaks between your systems and which part costs you the most time.
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A short questionnaire. The tools you use for hours, costs, tasks and client communication, what you want to keep, and how much history should come along.
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We set it up on your data. We import your people, clients, projects and rates, switch on the modules you start with, and set them up to your rules.
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You ask. In Slack or in the web application. Add the next module when you're ready.
Set up around you
What we set up for you
- Your modules. Start with the one that hurts most. The others switch on beside it later.
- Your rules. Leave types, approvals, project templates, roles and permissions.
- Your sales process. The pipeline stages you actually use.
- Your promises to clients. Response and resolution times per client, and who gets warned when.
- Your sign-in. Google Workspace, Microsoft Entra ID or Okta.
- Your Slack. Connected to your workspace, so the questions start where your team already talks.
Your own instance
Your data sits in your own database,
not in a shared pool.
Every company on Monksheets runs its own instance with its own database and its own file storage. Nothing is shared with another customer.
That is also what lets us set it up around you: your instance carries your modules and your rules, without waiting for a shared platform to agree.
And if you ever leave, you get a full copy of your data.
Start with a 30-minute call
Tell us what you run today. You'll hear what Monksheets can do for you now, what the setup would involve, and how long it would take.