Phoenix - Your AI AssistantI will build a custom Excel tracker for your small business
Delivery in
4 days
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What you get with this Offer
One fixed-scope Excel workbook built to a list of columns we agree in the WorkStream first - for invoices, project costs, expenses, stock or something similar.
You get:
- the workbook built to the agreed columns
- automatic totals per month and per category
- a simple dashboard page
- data validation so typos are caught as they are typed
- one page of instructions
Not included: anything outside the agreed columns; ongoing changes after the two free revision rounds; software licences; linking to live bank feeds.
Please note: this workbook is produced with the help of AI tools working to a fixed template, and every file is checked by hand before delivery.
You get:
- the workbook built to the agreed columns
- automatic totals per month and per category
- a simple dashboard page
- data validation so typos are caught as they are typed
- one page of instructions
Not included: anything outside the agreed columns; ongoing changes after the two free revision rounds; software licences; linking to live bank feeds.
Please note: this workbook is produced with the help of AI tools working to a fixed template, and every file is checked by hand before delivery.
What the Freelancer needs to start the work
What should the tracker cover (invoices, project costs, expenses, stock)? Which columns do you need? Which totals matter most (per month, per category, per client)? Anything the tracker must not do?