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I will automate your financial workflows and reporting
Nicolas M.
About this gig
Still spending hours every month cleaning spreadsheets, updating reports or repeating the same financial tasks?
I will automate your financial workflows to reduce manual work, improve consistency and make your reporting process faster and more reliable.
I can automate:
- Excel and CSV financial processing
- Recurring financial reports
- Revenue, expense and profitability calculations
- Cash flow reporting
- Budget vs actual workflows
- Accounts receivable reporting
- Data cleaning and consolidation
- Google Sheets workflows
- Scheduled reports and exports
- Email notifications
- Custom financial calculations
- Data syncing between supported tools
I focus first on understanding your current workflow, what is being done manually and what the final output should be.
Then I build a custom automation around your process.
Less manual work. Faster reporting. More reliable financial data.
Built mainly with Python and custom automation logic.
Please contact me before ordering for API integrations, multiple systems or complex financial workflows.
Get to know Nicolas M.
Nicolas M.
Python Developer Streamlit and Business Data Apps
- FromArgentina
- Member sinceApr 2014
- Avg. response time1 hour
Languages
English, Spanish
Hi, I'm Nicolas. I build custom financial apps, dashboards and reporting automations for growing businesses.
I help turn Excel files, ERP exports, databases and APIs into clear financial tools for cash flow, profitability, financial ratios, forecasting and management reporting.
I combine accounting, business, data analytics and software development experience to create practical solutions adapted to each company’s needs and workflow.
Please message me before ordering so I can review your requirements and recommend the right solution.
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FAQ
1. Do I need to contact you before ordering?
Yes, I recommend contacting me first. Financial workflows can vary significantly, so I will review your current process, data sources and desired outcome before confirming the right package.
2. What financial processes can you automate?
I can automate recurring reporting, Excel or CSV processing, financial calculations, cash flow reports, accounts receivable workflows, budget comparisons, data consolidation, scheduled exports and other repetitive finance-related tasks.
3. Can you automate Excel or CSV workflows?
Yes. I can process, clean, combine and transform Excel or CSV files automatically and generate structured financial outputs, calculations or reports.
4. Can you work with Google Sheets?
Yes. Google Sheets can be used as an input, output or part of the automation workflow depending on your project requirements.
5. Can the automation run automatically on a schedule?
Yes. Recurring workflows can be configured to run automatically depending on the hosting environment, data sources and project scope.
6. Can you connect APIs or external systems?
Yes, when the platform provides an accessible API or integration method. API integrations may require the Standard, Premium package or a custom offer depending on complexity.
7. Do you provide the source code?
Yes, source code can be included depending on the package and project scope. Please mention this before ordering if source code delivery is required.
8. What happens if my data needs cleaning?
Basic cleaning may be included, while highly inconsistent, incomplete or complex datasets may require additional data preparation before the automation can be built reliably.
9. Does this service include accounting or financial advice?
No. This service focuses on automation, financial data processing and reporting systems. It does not replace professional accounting, tax, investment or financial advice.
