Describe the need
Describe your business, problem, estimated workload, contact and preferred timing. You do not need to choose a service or send business documents yet.
CLIENT GUIDE / BEFORE WE START
Start with clarity.
Prepare what matters.
To ask, simply describe your business and problem. Use the lists below after agreeing the work; you do not need everything ready for the first conversation.
Review the proposal
Read the tasks, outputs, exclusions, fees, payment terms, responsible people, dates and checks. Agree them in writing before starting.
Prepare and share information
Agree a private folder, permitted recipients, storage duration and access removal. We check completeness before confirming the start date.
Review and receive the work
Receive files, explanations and outstanding items. Request corrections or confirm acceptance, then agree any next actions.
TEN PACKAGES / SIX LINES
Inputs for your engagement.
Cash & Unpaid Invoice Review
One business, one IDR bank account, one month of statements, up to 200 bank transactions and 30 invoices including older unpaid invoices. The cash plan covers the next 28 days.
- One month of bank statements with opening/closing balances; one account and up to 200 transactions.
File format options
CSV / XLSX / PDF - Up to 30 invoices: identifier, customer, date, due date, amount, payments and evidence.
File format options
CSV / XLSX - Four-week planned receipts and payments, expected dates and a contact to clarify uncertain payments.
File format options
XLSX / TXT
Your outputs
Payments & unpaid invoices · Four-week cash plan · Owner or director summary
Record who provides documents, the record cutoff date, when files are due and what is missing. Agree file formats during the discussion.
Work, fees & outputs ↗Stock Count & Reconciliation
One site, one reference time and one counting period. Up to 1,000 item/location combinations. Record goods moving during the count. Agree counting staff, field responsibilities and costs before starting.
- One site and reference time. List up to 1,000 item/location combinations, units, storage locations and recorded quantities.
File format options
CSV / XLSX - Goods-movement records around the reference time, receipt/issue evidence, and rules for pausing movements or recording goods still moving.
File format options
CSV / XLSX / PDF - Site contact, access/hours, counters and checkers, safe areas, equipment, travel and agreed field costs.
File format options
PDF / TXT
Your outputs
Item-by-item differences · Items needing another check · Warehouse follow-up plan
Record who provides documents, the record cutoff date, when files are due and what is missing. Agree file formats during the discussion.
Work, fees & outputs ↗Bookkeeping Team Planning
One firm, one role and one work queue. Task samples use anonymized data. Candidate search, candidate trials and monthly staffing contracts are separate.
- One firm, one role and one work queue. List incoming tasks, outstanding work, service hours and priorities.
File format options
CSV / TXT - Anonymized task examples and observed completion times. Avoid unsupported time estimates.
File format options
CSV / TXT - A firm reviewer, authority limits, a contact for problems and candidate-trial criteria. Staffing needs a candidate and a separate agreement.
File format options
PDF / TXT
Your outputs
Estimated hours & support needs · Tasks & review responsibilities · Candidate trial plan
Record who provides documents, the record cutoff date, when files are due and what is missing. Agree file formats during the discussion.
Work, fees & outputs ↗Clinic Admin Assistant Design
One branch and one proposed communication channel. Up to 20 clinic-approved questions/answers and 30 fictional test situations. This is a design and demonstration; it does not install live WhatsApp automation.
- One branch and one proposed channel. Up to 20 administrative questions and clinic-approved answers.
File format options
TXT / PDF - Appointment process, service hours, staff contacts and rules for passing questions to staff. Use fictional examples without patient identities.
File format options
TXT / PDF - 30 fictional test situations, expected answers and a reviewer. Live installation, software costs and access are separate.
File format options
TXT / XLSX
Your outputs
Answer & staff handling plan · Clinic-approved answers · Demonstration & test results
Record who provides documents, the record cutoff date, when files are due and what is missing. Agree file formats during the discussion.
Work, fees & outputs ↗AI System Testing
One process in a test environment, one configuration version, 75–100 test situations, one results discussion and one retest of agreed findings. Access and a repeatable test setup are required.
- One repeatable AI process in a separate test environment. Include instruction/model/software versions, test tools and starting results for comparison.
File format options
TXT / PDF - Test permission, anonymized examples, correctness criteria, failure impact levels and a reviewer familiar with the subject.
File format options
TXT / PDF - A budget for 75–100 test situations, one report and one agreed retest. Grant only required access; keep passwords out of the initial message.
File format options
TXT / PDF
Your outputs
Tests & results · Issues & repair priorities · Results & retest summary
Record who provides documents, the record cutoff date, when files are due and what is missing. Agree file formats during the discussion.
Work, fees & outputs ↗Sales Offer Testing
One main product, one sales channel, two offer/content options and one results summary. Service, material production and advertising costs are separate. Agree the budget and observation period before running the experiment.
- One main product, one sales channel, two offer variations and one idea to test. Provide stock, prices, product costs, discounts, channel fees and returns.
File format options
CSV / XLSX - Dated starting sales results, the definition of a successful order, order-source tracking and permission to use materials. Separate actual figures from estimates.
File format options
CSV / XLSX / TXT - A decision approver, budget, stop conditions and observation period. Ad activation and material production are separate.
File format options
PDF / TXT
Your outputs
Experiment plan & two offer options · Results compared after costs · Continue, change or stop recommendation
Record who provides documents, the record cutoff date, when files are due and what is missing. Agree file formats during the discussion.
Work, fees & outputs ↗Monthly Bookkeeping
One Indonesian business entity, IDR, one month and one bank account. Up to 200 accounting entry lines and 200 bank transactions. Agree the account list and opening balances before starting.
- One Indonesian entity, IDR, one month and one bank account. Up to 200 accounting entry lines and 200 bank transactions, counted separately.
File format options
TXT - Approved bookkeeping account list and opening balances. Include previous-month records if available, plus bank statements and balances.
File format options
CSV / XLSX - Numbered invoices, receipts and transaction evidence. List missing documents, a contact for questions and the record cutoff date.
File format options
PDF / CSV / XLSX
Your outputs
Monthly transaction records · Bank balance check · Account balances & missing documents
Record who provides documents, the record cutoff date, when files are due and what is missing. Agree file formats during the discussion.
Work, fees & outputs ↗Monthly Bookkeeping & Financial Reports
Includes the Monthly Bookkeeping limits: one entity, IDR, one month, one account, up to 200 accounting entry lines and 200 bank transactions. Adds approved adjustments, one-period reports and a 30-minute discussion. Agree the reporting basis with the reviewer.
- All Monthly Bookkeeping inputs. Recording is included, so the same work is not charged twice.
File format options
CSV / XLSX / PDF - Opening balances, accounting policies, reviewer-approved adjustments and relevant customer-invoice/payable lists.
File format options
XLSX / PDF - An owner or director for the report discussion. Agree the intended use and any comparison month.
File format options
TXT
Your outputs
All Monthly Bookkeeping outputs · Profit-and-loss & balance-sheet reports · Report explanation & 30-minute discussion
Record who provides documents, the record cutoff date, when files are due and what is missing. Agree file formats during the discussion.
Work, fees & outputs ↗Monthly Tax Administration
One Indonesian entity, one tax period, up to three agreed obligation types and 50 documents. Check obligations, deadlines and amounts for your business circumstances.
- Entity and tax period. Identify up to three obligation types needing support and 50 supporting documents.
File format options
TXT / XLSX - Supporting documents, progress, official deadlines and rules to check for your business circumstances.
File format options
PDF / XLSX - An appointed reviewer and authorized party for final calculations, advice, signing, representation or filing if agreed. Define each person’s access.
File format options
PDF / TXT
Your outputs
Obligations & key dates · Documents & review materials · Status & evidence record
Record who provides documents, the record cutoff date, when files are due and what is missing. Agree file formats during the discussion.
Work, fees & outputs ↗Sales Follow-up Setup
One business, one local Neracia record tool, six stages and up to 50 records from two source files. Includes data preparation, three priority summaries, a working guide, three message examples, five usage checks and 45-minute training.
- Up to 50 prospect or proposal records from two permitted files, with an identifier and source for each record.
File format options
CSV / XLSX - Six sales stages, responsible people, creation/proposal dates and follow-ups. Decide how to handle duplicate records.
File format options
CSV / XLSX - Designate a maintainer, approver and separate reviewer. Agree file storage, access and one 45-minute training session.
File format options
PDF / TXT
Your outputs
Prospects & proposal status · Sales follow-up priorities · Working guide & 45-minute training
Record who provides documents, the record cutoff date, when files are due and what is missing. Agree file formats during the discussion.
Work, fees & outputs ↗FROM THE CLIENT
Sources and decisions.
Assign a contact, provide complete sources, confirm policies and access, resolve exceptions and review outputs. Record unavailable inputs and their impact on timing.
FROM NERACIA
Work and checks.
Confirm scope, personnel and capacity; check inputs; deliver and review; hand over files, assumptions, exceptions and next actions. Confirm final timing after readiness is established.
DATA & ACCESS
Share with control.
Agree a private folder and recipients, invite minimum access, retain original sources and record each file’s version/cutoff. Agree retention, backup and access removal with relevant parties. This website does not accept document uploads.
Keep passwords, OTPs, private keys and patient data out of the brief. Discuss sensitive-data needs within the scope before transfer.
If something changes
Record additional data or needs with an owner, cost and timing impact. Confirm changes in writing before extra work. Corrections on the same inputs/scope follow package terms.
Discuss readiness with Arif ↗