how it works

From idea to finished workbook
in under a minute.

  1. 01

    Describe your goal

    Tell Sheetzo what you want — "Q4 cash flow forecast for a coffee subscription business with 4 channels and seasonal demand." Or pick from 200+ templates. Add brand colors and a logo if it's client-facing.

    → a quarterly cash flow model with COGS, contribution margin, and ROAS by channel
  2. 02

    AI builds the workbook

    Sheetzo plans the tab structure, writes formulas (SUM, VLOOKUP, XLOOKUP, INDEX/MATCH, financials), adds conditional formatting, designs a KPI dashboard, and writes an instructions tab so anyone can use it.

    → 5 tabs · 12 formulas · 4 charts · 1 dashboard · 1 instructions sheet
  3. 03

    Edit, share, export

    Tune cells, charts, and formulas in our live grid editor. Share a view-only link with stakeholders, sync the live workbook to Google Sheets, or export a polished .xlsx or PDF report.

    → .xlsx · CSV · PDF · Google Sheets sync · shareable link
Ready to try it?

Free for your first 3 spreadsheets. No card required.

Start building