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Designed and formatted a clean Financial & Sales Tracker using Google Sheets / Excel. The project includes organized client data, category breakdown, automated totals using sum formulas, and a visual 3D column chart for revenue tracking.
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OCR extracts business names, formation dates, and addresses from uploaded documents automatically. But users still need to trust what the system found before anything gets submitted.
We designed the confirmation flow around editable fields that surface extracted data clearly. Users review what the system found and correct where needed, rather than typing everything from scratch. The design choice was to make the AI output feel transparent and controllable.
The design choice was to make the AI output feel transparent and controllable. The result is a flow that reduces data entry to the minimum while keeping users fully in control of what gets submitted.
The editable-fields approach is smart, letting people verify OCR output instead of trusting it blindly probably saves you a ton of support tickets down the line.
Turning messy data into clean, usable spreadsheets — accurately and on time.
I offer data entry, data cleaning, Excel formatting, and spreadsheet organization for individuals and businesses who want their data sorted without the back-and-forth.
If your spreadsheets need sorting out, send me a message and let's get it done.
Personal Finance & Budget Analytics Dashboard
