Dear CFO by Phoenix Strategy Group

Spreadsheets integration

Dear CFO for Google Sheets

Pick the tabs that matter and each one becomes a dataset that keeps itself current, so the numbers you maintain by hand sit next to the ones that come from your systems.

Dear CFO can open only the files you pick, nothing else in your Drive.

Google Sheets logoGoogle Sheets
Dear CFO
Statements
Metrics
Answers

What you can do

What Google Sheets data does inside Dear CFO

The numbers only you keep

Headcount plans, targets, manual adjustments: keep them in the sheet your team already uses, and report on them beside your accounting.

Only the files you choose

You pick spreadsheets in Google’s own file picker. Dear CFO cannot see anything else in your Drive.

Types that make sense

Column types are detected automatically, and you can change them if a column should be a date or a number.

What syncs

What Dear CFO reads from Google Sheets

Every tab you turn on becomes its own table, up to 100 tabs per connection.

In full, Dear CFO copies the contents of the specific spreadsheets you choose. We request only access to files you pick, not to your whole Drive, so what this includes is entirely up to you. How it is stored and protected is in our privacy policy.

How to connect

Set up in a few minutes

  1. 1
    In Dear CFO, open Integrations and click Connect on Google Sheets.
  2. 2
    Sign in with Google and choose spreadsheets in Google’s file picker.
  3. 3
    Turn on the tabs you want. Each becomes a dataset.
Connection
Sign in with Google, then pick spreadsheets and tabs
Access
Only the files you pick (Google’s drive.file permission)
Sync
Daily by default, or hourly, every 6 hours or every 12 hours.
Accounts
Each person connects their own Google account, with as many spreadsheets as they need
Where it shows up
Every table becomes a dataset you can use in reports, metrics, dashboards and the AI analyst, next to your accounting.

Questions

Google Sheets and Dear CFO

Can Dear CFO see my whole Drive?

No. It uses Google’s drive.file permission, which only covers the files you choose in the picker.

How many tabs can I sync?

Up to 100 tabs per connection.

What if a column is read as the wrong type?

Types are detected automatically, and you can change any column’s type.

Connect Google Sheets and see it against your own numbers.

Create a login and connect in minutes, or book a call and we will walk through it with your business in mind.