I will build an automated excel data consolidation and reconciliation system
Accountant
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Does your team spend days combining data from multiple sources every month? Different formats, inconsistent columns, manual matching all to produce one final report?
I am a government accountant with 15 years of experience. I faced this exact problem four inconsistent sources, hundreds of manual matches, monthly reports built by hand. I built a system that eliminated all of it. I will build one for you.
How It Works:
Share your sample data and required output. I study your structure, understand your rules, and build a system where you paste data in once and get your consolidated output automatically.
Perfect For:
- Finance or admin teams with data from multiple branches
- Organizations matching transactions against a master record
- Monthly reports currently built by hand from inconsistent sources
- Anyone copy-pasting between sheets to produce one final report
What You Get:
- Excel or Google Sheets consolidation system
- Automatic matching and categorization based on your rules
- Built-in validation to flag mismatches
- Clean output ready for your final report
To Start I Need:
- Sample data from each source
- Your required output format
- Your current manual process explained.
Technology:
Excel
•
Google Sheets
FAQ
What do you need to start?
Sample data from each source, your required output format, and a description of your current manual process.
Do you work with Excel and Google Sheets both?
Yes. I build in whichever platform you prefer.
What if my data sources have completely different column structures?
That is exactly the problem this service solves. As long as the data contains matching reference points I can work with it.
Will the system work if my data changes month to month?
Yes. The system is built to handle variable data within the same structure every month.
Do you handle very large datasets?
Message me first with your approximate row counts and I will confirm before you order.
What if I need changes after delivery?
One revision is included. Changes based on new requirements not discussed before ordering require a new order.
Can you work with data in different languages or currencies?
Yes, as long as the data structure and matching rules are clear, language and currency do not affect the system.
How long does it take before you start working after I place an order?
I review your data and confirm the scope within 24 hours of receiving your files. Work begins immediately after confirmation.
Is my business and financial data kept private and confidential?
Absolutely. Confidentiality is guaranteed. Your sample files, raw datasets, and custom output reports are processed with strict privacy and will never be shared, reused, or disclosed to third parties.
