# Move off Excel without forcing abrupt change

> Build reliable commercial workflows with clear rules, automated approvals, and executable outputs.

Canonical source: [https://recerc.com/en/use-cases/excel-to-system-of-record](https://recerc.com/en/use-cases/excel-to-system-of-record)

Language: en

Category: From Excel to System of Record

## At a glance

- Consistent rules and validations
- Automatic approvals when needed
- Execution-ready outputs

## Reported outcomes

- **Response time:** ↓
- **Errors:** ↓
- **Traceability:** ↑

## Why Excel-based sales creates risk

When the process is manual and fragmented, speed drops and risk increases.

### Fragmented information

Spreadsheets, emails, and systems create inconsistent versions.

### Decisions without guardrails

Without clear rules and approvals, margins and control suffer.

## A modern commercial layer on top of your systems

Recerc standardizes commercial execution and integrates with your ERP as source of truth.

### Centralized rules

Pricing, contracts, and validations applied consistently.

### Automated approvals

Threshold-based routing with context and auditability.

## How it works

1. **Capture.** Intake from files, portals, or APIs into a structured draft.
2. **Apply rules.** Pricing, constraints, and calculations run automatically.
3. **Approve.** When needed, the right approval workflow triggers.
4. **Execute.** Outputs are ready for ops handoff and ERP creation.

## Core capabilities

### Rules and validations

Deterministic, consistent commercial logic.

### Configurable workflows

Approvals, roles, and thresholds per case.

### Auditability

Complete history of changes and decisions.

### ERP integration

Coexistence without migrations or replacements.

## Integrations

- **SAP** — ERP
- **Odoo** — ERP
- **Excel** — Input
- **API** — Integration

Recerc integrates with your current stack and standardizes commercial execution.

## Before and after Recerc

### Before

- Manual, slow processes
- Rules outside the system
- Limited traceability

### After

- Standardized execution
- Automated approvals
- Ops-ready outputs

## FAQs

### Can we start with a single use case?

Yes. Most teams start with quoting/approvals and expand in phases.

### Does this replace our ERP?

No. Recerc connects to your ERP and uses it as the system of record.

### Is there an audit trail?

Yes. Every change, approval, and exception is logged.

## See it on your workflow

Bring a real example and we’ll walk through the full flow in minutes.