Browse categories
Explore
Fiverr Pro
English
$
USD
I will create a complete automated reporting system for your sme
About this Gig
I build automated finance workflows that eliminate manual work and give you clean, reportingready data every month.
Using Excel + Power Query (MCode), I transform messy files into structured datasets you can use for GST, BvA, expense reporting, and management dashboards.
Youll get a repeatable, refreshready automation system that saves hours every month and reduces human error.
What I can automate:
- Multifile consolidation (Excel, CSV, Sheets)
- GL mapping & category rules
- Expense categorization
- Monthly reporting datasets
- GST F5 preparation
- Data cleaning & transformation pipelines
Why clients choose me:
- 14+ years finance experience
- SMEfocused automation
- Clean, documented workflows
- Fast communication & reliable delivery
If you want your finance operations to run smoother, faster, and with fewer errors Ill build the automation to make it happen.
My Portfolio
FAQ
What do you need from me to get started?
I need sample input files (Excel/CSV), a description of your current manual workflow, and any business rules such as GL mapping or category logic.
Can you work with multiple files or messy data?
Yes — I specialize in automating multi‑file consolidation and cleaning inconsistent or unstructured data using Power Query.
Will the workflow refresh automatically every month?
Yes. Once built, you can refresh the entire workflow with one click, and it will process new monthly data instantly.
Do you build dashboards?
My focus is on creating clean, reporting‑ready datasets. If needed, I can add a simple Power BI dashboard as an extra.
Can you handle GST, BvA, or expense categorization?
Yes — I regularly automate GST F5 preparation, BvA datasets, and expense categorization rules for SMEs.
What if my workflow is more complex than the package?
No problem — I’ll review your files and recommend the right package or create a custom offer tailored to your workflow.
Do you use Python?
Python is used only when needed for file handling or workflow support. The core automation is built in Excel + Power Query.
Can you automate completely messy or unstructured data?
I can automate workflows even when the data is somewhat messy, but files with inconsistent layouts, mixed date formats, incorrect years, or shifting blocks require manual cleanup before automation is possible. Extra charges apply for data cleaning. Will provide template for future use.
