Automate One Finance Workflow with AI + ExcelMatin Pichvai
Pick one repetitive Excel task that eats hours of your week. I'll build an AI-powered version that runs in minutes.
What you'll get
One specific finance workflow automated end-to-end using AI integrated into Excel. We'll scope the highest-value workflow together, then I build it so a non-technical user can run it as a normal Excel operation — no new tool to learn, no new login, no learning curve for the rest of your team.
Delivered as a working Excel workbook plus setup instructions and a 30-minute training call.
Common workflows I automate
— Transaction categorization (bank/card data → coded ledger)
— Investor commentary drafting (raw metrics → polished narrative)
— Portfolio summarization (unstructured updates → structured tracking)
— Expense report classification, invoice data extraction, vendor cleanup
— Variance commentary generation
— Other repetitive, structured, finance-adjacent workflows considered case-by-case
My process
30-minute scoping call to identify the right workflow and confirm scope.
Working prototype within 3 days.
Final workbook plus setup instructions within 5–7 days.
30-minute training call so you and your team can run it independently.
One round of revisions included.
What I need from you
A sample of the input data (what messy thing comes in) and the output you want (what clean thing should come out). The more concrete the examples, the better the build.
Best fit for
Finance teams, fund admins, controllers, CFOs, family office staff, accounting teams, and operators who spend hours each week on repetitive Excel work.
Not a fit for
Full ERP/accounting system replacements, real-time banking API integrations, or anything requiring SOC 2 / regulated production deployment. Those are doable but quoted separately.
Pricing note
$750 is the starting point for a single bounded workflow. More complex automations (multi-step pipelines, custom API integrations, larger data volumes) are quoted after scoping — usually $1,500–3,500 depending on complexity. I'll tell you upfront if your workflow needs the larger scope.
My background
Controller at a major alternative asset manager, ex-PwC audit. Daily Excel user across audit work, financial close, and reporting. I've been integrating AI into finance workflows since the tooling matured — what I build is what I'd actually want my own team to use.
Starting at$750
Duration1 week
Tags
Claude
Excel VBA
Microsoft Excel
AI Automation
Business Workflow Automation
Financial Reporting
Power Query
Service provided by
Matin Pichvai Los Angeles, USA
Automate One Finance Workflow with AI + ExcelMatin Pichvai
Starting at$750
Duration1 week
Tags
Claude
Excel VBA
Microsoft Excel
AI Automation
Business Workflow Automation
Financial Reporting
Power Query
Pick one repetitive Excel task that eats hours of your week. I'll build an AI-powered version that runs in minutes.
What you'll get
One specific finance workflow automated end-to-end using AI integrated into Excel. We'll scope the highest-value workflow together, then I build it so a non-technical user can run it as a normal Excel operation — no new tool to learn, no new login, no learning curve for the rest of your team.
Delivered as a working Excel workbook plus setup instructions and a 30-minute training call.
Common workflows I automate
— Transaction categorization (bank/card data → coded ledger)
— Investor commentary drafting (raw metrics → polished narrative)
— Portfolio summarization (unstructured updates → structured tracking)
— Expense report classification, invoice data extraction, vendor cleanup
— Variance commentary generation
— Other repetitive, structured, finance-adjacent workflows considered case-by-case
My process
30-minute scoping call to identify the right workflow and confirm scope.
Working prototype within 3 days.
Final workbook plus setup instructions within 5–7 days.
30-minute training call so you and your team can run it independently.
One round of revisions included.
What I need from you
A sample of the input data (what messy thing comes in) and the output you want (what clean thing should come out). The more concrete the examples, the better the build.
Best fit for
Finance teams, fund admins, controllers, CFOs, family office staff, accounting teams, and operators who spend hours each week on repetitive Excel work.
Not a fit for
Full ERP/accounting system replacements, real-time banking API integrations, or anything requiring SOC 2 / regulated production deployment. Those are doable but quoted separately.
Pricing note
$750 is the starting point for a single bounded workflow. More complex automations (multi-step pipelines, custom API integrations, larger data volumes) are quoted after scoping — usually $1,500–3,500 depending on complexity. I'll tell you upfront if your workflow needs the larger scope.
My background
Controller at a major alternative asset manager, ex-PwC audit. Daily Excel user across audit work, financial close, and reporting. I've been integrating AI into finance workflows since the tooling matured — what I build is what I'd actually want my own team to use.
$750