About MoneySuite
Discover our marketplace and a little more about our history.
We offer high-quality Excel spreadsheet templates to organize your demands.
MoneySuite was created with the aim of offering high-quality Excel spreadsheet models for organizing, monitoring, analyzing and presenting data and results.
The idea of its founder, Lucas Sanromã, came from his perception of the Brazilian market’s need and lack of quality tools for analyzing and monitoring data through easily accessible tools such as Microsoft Excel. Today, MoneySuite positions itself in the market as a strategic partner for its clients who seek better business management in the most different segments, so that data and access to information is accessible and transparent in order to facilitate decision-making.
In addition, MoneySuite has a Club space that was created with the aim of teaching data visualization concepts and techniques, in addition to information design and creation of business dashboards.
Creative solutions
MoneySuite develops and offers creative solutions using Microsoft Excel for organizing, monitoring, analyzing and presenting data and results.
Using the same concepts and logistics as software and website development, we developed spreadsheets in which the user, when using the tool, only needs to enter the data and the model will take care of the functions of calculating, generating and presenting graphs, reports and panels automatically. . This process produces a simple Excel spreadsheet that is easy to operate and very functional!
Professional, simple and easy to use
Simplicity is one of the guiding principles when designing models. We realize that many software users are frustrated by the huge number of complex functions that make software and web applications more expensive and more difficult to use.
Our templates are easy to use and intuitive, like a website you’re used to using every day. For example, all of our templates contain a numbered side menu that helps the user move between pages and follow the steps in the correct order.
User experience is a very important issue for us, which is why we want the user to have full control and easy understanding of all the features of our models from the first moments of use.
Memorable design
Spreadsheets don’t have to be ugly or boring! We follow data visualization principles when designing our models and dashboards. Dessa forma, somos capazes de criar algo memorável para nossos clientes e também para os clientes de nossos clientes. Queremos que você se orgulhe ao compartilhar sua data com seus clientes ou equipe.
In addition to creating beautiful graphics and using a great color palette, our templates are functional. The challenge is to display the most important information in the correct way so that the user can easily understand the history behind the numbers. Our projects go beyond good looks!
Impress your boss, team and clients with well-presented results and graphs and don’t miss the chance to simplify the visualization of your data and results with MoneySuite.
“Effective design is crucial for dashboards. Good information design will clearly communicate key information to users, and make decision support information easily accessed.”
About the founder
Lucas Sanromã has a degree in Business Administration and has over 18 years of experience in the development of management tools, management reports and dashboards. He is currently a business intelligence (BI) consultant in Quebec City, Canada, where he has lived since 2009.
In addition to MoneySuite, Lucas is also the founder of Visualis and Dashboard Design, a tool for creating online dashboards, and co-founder of Adnia Solutions, an online business spreadsheet sales platform with more than 4,000 customers in 90 countries.
