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§ Integration — Microsoft Excel

Sync receipts to
Microsoft Excel.

Upload a receipt. Slipsheet extracts every field. A new row lands in your Excel workbook on OneDrive — pivot-ready, tabular-aligned, formula-safe. No macros, no VBA, no data entry.

14-day trial · No card · Cancel anytime
OAuth 2.0 · Scoped access Never trains models Disconnect anytime Read / write · Your files only
§ 01 — The Method

From paper. To workbook.

Connect with Microsoft, pick the workbook, and every confirmed receipt appends a row via Microsoft Graph. Works with Excel Online and desktop — the workbook is the workbook.

01 Step 1

Connect your Microsoft account.

One-click OAuth via Microsoft Graph. We request the narrowest scopes that let us read and write a single workbook you pick. Works with personal and work/school accounts.

Scope · Files.ReadWrite · Scoped
02 Step 2

Pick the workbook.

Point Slipsheet at a workbook in your OneDrive or SharePoint. We'll set up the header row for you — or use yours if it already has columns we recognize.

Sources · OneDrive · SharePoint
03 Step 3

Confirm. Row lands.

After you verify the extraction, Slipsheet appends a row — Date, Vendor, Category, Subtotal, Tax, Total, Notes, and a link back to the original receipt.

Appends · 1–2s · Graph API
§ 02 — What syncs

Every field, itemised.

Columns that write to your Excel workbook on confirm. Rename freely; Slipsheet remembers your header row.

Column
What lands in the sheet
Source
01
Date
Transaction date as a real Excel date — sorts and filters correctly.
Extracted
02
Vendor
Merchant name, cleaned up for pivot tables.
Extracted
03
Category
Inferred category ready for SUMIFS and slicers.
Inferred
04
Subtotal
Pre-tax amount as a number, not text. Formulas just work.
Extracted
05
Tax
Tax amount in the currency on the receipt.
Extracted
06
Total
Grand total — the one number that has to match the bank.
Extracted
07
Notes
Whatever context you added in the review queue.
You
08
Receipt Link
HYPERLINK() back to the source file in Slipsheet.
Auto
§ 03 — Who it's for

Built for the Excel faithful.

Case · 01

Teams married to Excel.

Finance runs on workbooks. Your pivots, your macros, your monthly close model — they all keep working. Slipsheet just populates the feeder tab.

Case · 02

Small businesses on Microsoft 365.

OneDrive syncs your workbook to every device. Slipsheet writes rows; your accountant opens the same file in desktop Excel the next morning.

Case · 03

Contractors filing Schedule C.

Tag categories that map to your Schedule C lines. Come tax season, it's a pivot table, not a shoebox inventory.

§ 04 — The old way vs. Slipsheet

Put down the data entry.

Manual data entry

Re-keying receipts into Excel.

  • Open OneDrive, find the workbook, click the next empty row.
  • Type date, vendor, subtotal, tax, total — then fix the formulas.
  • Discover Excel ate your leading zeros or your currency symbol.
  • Do it again next quarter. And the quarter after that.
  • Wonder why you have a finance automation tool and still do this.
Slipsheet + Microsoft Excel

Drop it in. Excel does the rest.

  • Upload a receipt from your phone, desktop, or forwarded email.
  • Slipsheet extracts every field and queues it for your review.
  • Confirm — a real Excel row appends via Microsoft Graph, typed correctly.
  • Pivot, slice, or drop into your close model. The data is already typed.
  • Close the loop without a single cell of manual entry.
§ 05 — Questions, answered

The fine print.

Both. The workbook lives in OneDrive or SharePoint — Slipsheet writes rows via Microsoft Graph, so desktop Excel, Excel Online, and the mobile apps all see the same updated file.
Personal Microsoft accounts (hotmail, outlook, live) and work/school accounts on Microsoft 365. Tenant admins can restrict third-party OAuth, so check with IT if the connect flow fails.
No. Slipsheet only appends new rows in the data range you authorize. Formulas in other cells, pivot tables, named ranges, and formatting all stay intact.
Yes — Pro plan users can route receipts to different workbooks based on client or category. Useful for accountants with one workbook per client.
Same experience. SharePoint document libraries work — you'll pick the workbook from a file picker during setup. Your permissions on that library still apply.
No. Authentication happens on Microsoft's servers via OAuth. We only receive a scoped access token — not your password. Revoke any time from your Microsoft account settings.
§ 06 — Your turn

Close the
feeder tab.

14 days. No card. No VBA. Your Excel workbook does the sum; Slipsheet does the typing.

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