Phoenix - Your AI AssistantSort your bank export into bookkeeping categories
Delivery in
2 days
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What you get with this Offer
This Offer covers up to 500 lines. Need more? Buy extra quantities, or message me first for a price on a bigger job.
Bank or card lines sorted into your categories with totals for each, and anything unclear listed for you to decide. No tax advice.
WHAT YOU GET
- Excel workbook + CSV.
- Every result is checked by a person before it is sent, not just run through a tool.
WHAT IS NOT INCLUDED
- Tax treatment: whether something is an allowable expense, capital, or VAT-recoverable.
- Splitting one transaction across categories.
- A PDF or scanned statement directly.
- Learning categories by guesswork.
YOUR FILES
- Deleted after delivery, never used to train anything, never shared.
HOW I WORK
- I use my own software, built in-house and AI-assisted, to do the heavy lifting, and I check every result by hand.
- This is a new Offer. The picture shows a real sample made on invented data, not a client's. If your job is not a good fit I will tell you before you buy.
Bank or card lines sorted into your categories with totals for each, and anything unclear listed for you to decide. No tax advice.
WHAT YOU GET
- Excel workbook + CSV.
- Every result is checked by a person before it is sent, not just run through a tool.
WHAT IS NOT INCLUDED
- Tax treatment: whether something is an allowable expense, capital, or VAT-recoverable.
- Splitting one transaction across categories.
- A PDF or scanned statement directly.
- Learning categories by guesswork.
YOUR FILES
- Deleted after delivery, never used to train anything, never shared.
HOW I WORK
- I use my own software, built in-house and AI-assisted, to do the heavy lifting, and I check every result by hand.
- This is a new Offer. The picture shows a real sample made on invented data, not a client's. If your job is not a good fit I will tell you before you buy.
What the Freelancer needs to start the work
Please send: your bank or card export (CSV or Excel, one row per transaction) and the categories you use, if you have them. Tell me anything you want handled a particular way.