The spreadsheet system that runs an AI automation freelance business.

Built for n8n, Make and Claude automation freelancers who are great at building workflows and tired of losing track of clients, invoices and income.

WHAT’S INSIDE (one Excel file, zero setup):

• Clients CRM - every client, contact, status and project in one view
• Pipeline - track leads and proposals, with weighted deal values so you know what your month actually looks like
• Income Log - every payment, by client and month, with live totals
• Invoices - track issued invoices, due dates and overdue flags that trigger automatically
• Expenses - log costs and watch your real margin
• Dashboard - revenue, expenses, net income, margin %, pipeline value and overdue invoices, all updating live as you type
• START HERE guide - be up and running in 5 minutes

Plus a quick-start PDF that walks you through your first client, first invoice and first month.

WHY THIS ONE:
Designed backwards from how automation agencies actually work: retainers, one-off builds, proposals that sit for weeks, invoices clients forget. Every formula is live - log a payment and your dashboard moves. Add an invoice and overdue tracking starts itself.

Sample rows are included (clearly marked) so you can see exactly how a healthy book of business looks before you replace them with your own.

REQUIREMENTS:
Excel, Google Sheets or LibreOffice. No macros, no add-ins, no accounts. One file, yours forever.

Instant download after purchase.