I will automate your financial reports using excel and power query

Turn repetitive finance data into a refreshable Excel reporting system.

I will create or improve an Excel workbook using Power Query, formulas, PivotTables, validation checks, and clear dashboards. The solution will be designed around your actual reporting process so you can update results without rebuilding the file every month.

Services may include:

Cleaning and combining Excel or CSV data

Power Query import and transformation

Automated monthly financial reports

Budget-versus-actual analysis

Cash flow, AR, AP, or management dashboards

PivotTables, charts, formulas, and validation checks

Clear instructions for refreshing the workbook

Please message me before ordering with your sample file, required output, and reporting frequency. Sensitive data may be anonymized before sharing.