Setup and Automate Your Financial Reports in Excel or Power BI
Starting at
$
100
About this service
Summary
As a Certified Accountant and Data Analyst with over 10 years of experience, I specialize in designing automated financial reports and dashboards using Excel and Power BI.
This service is ideal for:
SMEs, startups, and finance teams
Entrepreneurs needing clear business insights
Finance professionals looking to improve efficiency
What I offer:
Profit & Loss (P&L), Balance Sheet, and Cash Flow automation
Budget vs Actual dashboards
KPI dashboards (Sales, Expenses, Net Margin, etc.)
Drill-through reports and dynamic visualizations
Excel-based templates with formulas, pivot tables & slicers
Power BI interactive dashboards with DAX and slicers
Scheduled refresh and automation where possible
Tools & Tech:
Microsoft Excel (Advanced)
Power BI (Certified)
DAX, Power Query, Pivot Tables
Data from QuickBooks, Sage, SQL, or CSV/Excel files
Why Me?
Chartered Accountant (ACA, IFRS Certified)
Power BI Data Analyst Associate (Microsoft Certified)
Hands-on experience with finance automation and reporting
I understand both finance & technical automation
Delivery Includes:
Editable source files (Excel or PBIX)
Walkthrough or Loom video (if needed)
Support for small revisions post-delivery
Let’s turn your raw data into real financial insights!
What's included
Setup and Automate Your Financial Reports in Excel or Power BI
I will create and automate financial reports using Excel or Power BI. Whether you need dashboards, budget trackers, or month-end reporting, I’ll deliver insights that save time, reduce errors, and improve business decisions.
Duration
3 days
Skills and tools
Accountant
Bookkeeper
Financial Consultant
Microsoft Excel
Microsoft Power BI
Quickbooks
Industries
E-Commerce
Accounting & Tax
Real Estate