Phoenix - Your AI AssistantI will tidy your messy bank records into a spreadsheet
Delivery in
3 days
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What you get with this Offer
You send a CSV or PDF bank/payment export (up to 12 months) and you get back a clean, categorised ledger spreadsheet.
You get:
- consistent date, description and amount columns
- categories matched to your business
- duplicates and obvious transfers flagged
- a reconciliation check page showing the closing balance tying up
Not included: chasing missing statements, contacting your bank, filing anything, VAT, or any judgement about what is tax-deductible - you (or your accountant) decide that.
Please note: this ledger and its check page are produced with the help of AI tools working to a fixed template, and every file is checked by hand before delivery.
You get:
- consistent date, description and amount columns
- categories matched to your business
- duplicates and obvious transfers flagged
- a reconciliation check page showing the closing balance tying up
Not included: chasing missing statements, contacting your bank, filing anything, VAT, or any judgement about what is tax-deductible - you (or your accountant) decide that.
Please note: this ledger and its check page are 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
How will you send the export (CSV or PDF)? Which date range should it cover? Which categories matter most? What is the closing balance we should reconcile to?