About Us:
We’re building TabAI.io, an AI Agent inside Microsoft Excel.
We help professionals in accounting, finance, and operations save up to 95% of time on reporting, analysis, and manual tasks.
What You’ll Do:
Create Excel templates, demo files, and use case scenarios that show practical workflows for accounting, FP&A, finance, operations, or marketing tasks.
Help improve our onboarding flow with clear, easy-to-follow demos for new users.
Write short guides or simple explanations to go along with your templates.
Requirements:
At least 2 years of experience in Accounting, Finance or related work.
Strong Excel skills (advanced formulas, reporting, modeling).
Good English communication (written and spoken).
Reliable internet and ability to work independently.
Nice to have but not required:
QuickBooks or other finance software experience.
Ability to create short-form content (guides, walkthroughs).
Experience creating reusable Excel templates.
Pay: $4–8/hour depending on experience, or project basis.
Schedule: Flexible, remote work (part-time or full-time available)
Interview Process:
Shortlisted candidates will complete a sample Excel task to demonstrate quality and formatting.
30-minute call with the team.
There'll be a paid 1 week work trial after.
Skills Required
- At least 2 years of experience in Accounting, Finance or related work.
- Strong Excel skills (advanced formulas, reporting, modeling).
- Good English communication (written and spoken).
- Reliable internet and ability to work independently.
- QuickBooks or other finance software experience.
- Ability to create short-form content (guides, walkthroughs).
- Experience creating reusable Excel templates.
What We Do
TabAI is an AI-powered workspace for complex finance and accounting teams, designed to automate data cleanup and advanced modeling. The platform helps users audit workbooks, extract data from PDFs into structured Excel, and automate repetitive workflows. By reducing spreadsheet errors and accelerating the delivery of accurate financial reports, TabAI enables finance professionals to deliver higher-quality work with significantly reduced manual effort.
