No copying over.
A spreadsheet only knows what someone types in after a call or an email. Quartio reads those calls and emails itself and records the agreements with their source at once.
Comparison
Quartio vs Excel and notes: agreements with no copying over
A spreadsheet and notes are simple and everyone knows them, but they only know what someone copies into them. Quartio reads email, WhatsApp and meetings itself, records agreements with their source and comes back to matters before they slip.
Last updated: 6 October 2026
Quartio
An operating system for owners of companies of a few to a few dozen people. It reads email, WhatsApp, meeting notes and documents, records agreements with their source, keeps track of matters and prepares the work for your approval. Every company gets its own server.
Excel and notes
An Excel spreadsheet, a notebook, sticky notes or notes on the phone, where the owner or the team writes down agreements, deadlines and tasks.
Point by point
| Quartio | Excel and notes | |
|---|---|---|
| What it is | An operating system for business owners: it knows the company’s matters and keeps track of them to the end. | A place where someone writes down agreements and tasks by hand. |
| Where its data comes from | It reads the connected email, WhatsApp, meetings and documents itself. | From what someone copies over from email, chats and meetings. |
| Source of an agreement | Every agreement points to the email, message or note it came from. | Depends on whether someone notes where the information came from. |
| When an agreement changes | It shows which agreement holds and keeps what it replaced. | Someone has to notice the change and correct the entry. |
| Deadlines | It keeps track of deadlines and comes back to a matter when nobody has replied. | It reminds you only if someone sets a reminder or opens the sheet. |
| Cost | A monthly subscription for the company, set at the first meeting. | You usually have them already; they cost mostly the time spent copying over. |
It knows which agreement holds.
When a client changes their mind in the third email, the note from the first meeting is out of date. Quartio shows the current agreement and what it replaced.
It keeps track instead of waiting.
A spreadsheet will not remind you of a deadline until someone opens it. Quartio comes back to a matter when a deadline nears or nobody has replied.
When to choose Quartio, and when Excel and notes?
Choose Quartio if
- Agreements are made by email, on WhatsApp and in meetings, and copying them over eats up time.
- Things sometimes slip because nobody wrote them down.
- You want to ask in plain language and get an answer with its source.
Choose Excel and notes, if
- There are only a few matters and one sheet holds them easily.
- One person writes everything down and has the time for it.
- You need your own tables, calculations and charts.
Questions before you choose
Will Quartio replace Excel and notes?
For keeping track of agreements and deadlines, yes: nobody has to copy them over any more. Excel stays for tables, calculations and reports.
Can I use both?
Yes. Excel stays for calculations and reports, while Quartio records the agreements from email, WhatsApp and meetings itself.
How much does it cost?
Quartio is a monthly subscription for the company. We give the amount at the first meeting, once we know how many people and tools it covers, and put it in the order before the start. The first meeting costs nothing.
How much work does the start take?
At the first meeting we pick one matter and connect only the sources it needs, together. You check the answers on your own matters straight away, and the scope grows once you see the benefit.
Other comparisons
Descriptions of other products come from their own pages and public sources, checked on 6 October 2026.