Project 02
Zero-Formula Google Sheets Bookkeeping
Explore a structured transaction workflow designed to reduce repetitive spreadsheet formula work.
Live sample demo
Search the transaction ledger.
Filter sample bookkeeping data by vendor, date, amount or category and review the structured output.
| Date | Description | Amount | Category |
|---|---|---|---|
| 09/01/2026 | Stripe Client Revenue | 2400 | Client Revenue |
| 09/02/2026 | AWS Web Services | 320 | SaaS Subscriptions |
P&L view
Income − expenses
Structured transaction data feeds a reviewable profit and loss view.
Trial balance
Account review
Accounts can be summarized for accounting review rather than formula hunting.
Monthly summary
Period visibility
Review activity by month from the same structured intake.
For client deployments
Move from demonstration to a controlled workflow.
Production implementations require a review of data access, workflow rules, ownership and security before connecting live finance systems.
Discuss this workflow