See Formula & File in Action
See how Formula & File tools can simplify your work.
From ready-to-use templates to customized business systems, see how we turn scattered information into simple, practical solutions.
Small Business Tools Demo
Small Business Starter Kit
Manage customers, create quotes, track invoices and payments, and monitor your business finances in one workbook. Spend less time searching for information, following up on unpaid invoices, and updating multiple spreadsheets.
Deluxe Income & Expense Tracker
Track revenue, expenses, and profits in one organized workbook.
Small Business Organization Makeover
Maggie’s Home Cleaning — Before & After
See how Formula & File can transform scattered customer information, manual invoice tracking, disorganized digital files, and inconsistent customer intake into organized, easy-to-manage systems.
Explore this fictional sample project to see what’s possible for your business.
Gig Worker Tools Demo
Content Creator Tools Demo
Content Creator Command Center
Plan content, track performance and audience growth, manage brand deals, and monitor finances—all in one workbook with built-in goals and tax planning.
Gig Worker Income & Mileage Tracker
Bring earnings, business mileage, expenses, and monthly profit together in one organized workbook.
Ready to make your work work for you?
Tell us what you need help with, and we’ll work with you to find a practical solution for your business or everyday life.