I will clean and merge excel files into one auto refreshing report
Financial Modeler and Data Analyst Excel Dashboards, Valuation and MIS Reporti
About this Gig
I'm an accountant and MIS Executive (6+ years) who builds the monthly reports management relies on.
Tired of rebuilding the same spreadsheet report every month?
Send me your exports (sales, inventory, invoices, POS or bookkeeping) in any mix of CSV and Excel. I'll turn them into ONE clean workbook that rebuilds itself when you add next month's file.
What you get:
- Files merged even when the columns don't match
- Dates, text-numbers, spaces and casing fixed; duplicates removed
- A Data Quality sheet listing every change, so nothing is hidden
- Monthly, product and region summaries built with live Excel formulas
- One-page dashboard with KPIs and charts
- Refresh with Power Query or a Python script, plus a short how-to guide
How I check quality: every delivery is tested before you get it. Totals reconcile to the cent against your source files, nothing is lost, and the formulas are recalculated.
I use AI-assisted tools and personally review every file.
Please message me BEFORE ordering with a sample file (remove anything sensitive) and the numbers you need to see. I'll confirm the right package.
FAQ
Is my data safe?
Your files are used only for your order, processed on my own computer, and deleted 14 days after you accept the delivery.
What do I need to open the report?
Excel 2016 or Microsoft 365. If you choose the Python refresh option, I include simple setup steps.
Can you work with Google Sheets?
Yes. Export your sheets as CSV or Excel, or ask me for a custom offer if you need a native Google Sheets version.
What if my file format changes later?
Common column-name changes are handled automatically. Bigger changes are covered by Premium support or a small custom offer.

