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I’m looking for an Excel-based solution that lets me maintain a fully linked set of financial statements without touching a calculator. The workbook should open to a clean, user-friendly dashboard where I can enter raw transaction data (or paste it in) and instantly see an updated Balance Sheet as well as an Income Statement, Cash-Flow Statement, and Statement of Changes in Equity. Core deliverables • Balance Sheet • Income Statement • Cash-Flow Statement • Equity Statement Key features to build in • Automated calculations that flow through every schedule and roll forward ending balances automatically. • Clear, presentation-ready graphs and charts that refresh with each data update so trends are visible at a glance. • Solid data-validation rules to guard against entry errors, duplicate dates, or out-of-period postings. Acceptance criteria 1. All statements remain in balance after every test entry I provide. 2. Formulas are transparent—no hard-coded numbers—so I can audit and adjust assumptions later. 3. Charts update dynamically without any manual refresh. 4. The file runs smoothly in the current desktop versions of Excel for Windows and macOS. If you have experience building finance dashboards with robust error checks, I’m eager to see how you’d structure the workbook and how quickly you can turn it around.
Project ID: 40578347
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Active 4 days ago
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10 freelancers are bidding on average ₹960 INR/hour for this job

Hi, I have reviewed your requirements and can deliver a high-quality, accurate solution within the agreed timeline. With 15+ years of experience in automation, data analysis, Excel, Python, Power BI, and software development, I focus on delivering reliable results with clear communication and complete client satisfaction. I’m ready to start immediately and look forward to working with you.
₹1,000 INR in 40 days
8.6
8.6

Hi There Nice to know your requirement. I have delivered more than Two Hundred Excel Automation Projects in the past five years. I am strong in finance domain. Can discuss and work with you to get this task done. Thank you. Durai
₹1,200 INR in 40 days
7.1
7.1

I would appreciate the opportunity to work on your Excel-based financial management system. I have experience creating automated Excel workbooks with advanced formulas, dashboards, VBA automation, data validation, and financial reporting. I can build a professional workbook that includes a fully linked Balance Sheet, Income Statement, Cash Flow Statement, and Statement of Changes in Equity. All statements will update automatically from your transaction entries, with transparent formulas and no hard-coded values. The dashboard will feature dynamic charts and graphs that refresh instantly as data changes, along with strong validation rules to minimize entry errors, duplicate records, and out-of-period transactions. The workbook will be structured for easy auditing, future customization, and smooth performance on the latest versions of Excel for both Windows and macOS. I will thoroughly test the file to ensure every financial statement remains balanced and accurate after each update. Give me one opportunity to handle your project. I assure you that I will complete the work with full dedication, accuracy, and professionalism. I am committed to delivering a reliable, user-friendly, and high-quality solution within the agreed timeline, while maintaining clear communication throughout the project.
₹1,000 INR in 40 days
1.4
1.4

I bring a unique blend of finance management, AI/ML engineering, and cloud data expertise to your project, which fits the bill perfectly. My mastery of Excel, Visual Basic, and broader knowledge of finance practices have shaped me into a seasoned specialist capable of producing highly functional and efficient financial management systems. I have extensive experience in building error-conscious dashboards with automated calculations that will maintain the interlinkage and balance of the Balance Sheet, Income Statement, Cash-Flow Statement, and Equity Statement. Moreover, my skills in real-time analytics and business intelligence ensure your demands for clean, presentation-ready graphs and charts are not only met but exceeded. My proficiency in data validation further strengthens our response to guard against entry errors or out-of- period postings. Transparency is everything in finance - no hard-coded numbers; all formulas will be transparent for easy auditability and future adjustments. Innovation is my modus operandi. Thus, I will leverage my AI/ML expertise to explore opportunities to improve your finance management system even further enabling even smarter decision-making and reducing operating costs. Let's build you a scalable workbook that guarantees tangible ROI beyond just balancing statements.
₹1,050 INR in 40 days
0.0
0.0

With over a decade of experience as a highly skilled Full Stack Developer, I bring an unmatched level of technical expertise to your project. Familiar and proficient with Excel, I am well-versed in the use of Visual Basic for Applications (VBA) to create robust financial models that can streamline and automate complex calculations like the ones you require. Furthermore, my skills in Data Visualization will enable me to present your financial data clearly and concisely in dynamic graphs and charts that automatically refresh with each data update. My commitment to writing clean, maintainable code ensures that your workbook will be transparent, flexible, and auditable—meeting your criteria of avoiding hardcoded numbers so you can independently adjust assumptions later. Having delivered on projects involving finance dashboards with strong error checks previously, I understand the importance of maintaining the balance across statements and implementing comprehensive validation rules. Rest assured, my work will ensure error-free compilation of all your financial statements while giving you full control over the assumptions involved. With me on board, you not only get a skilled professional but also a reliable teammate who takes ownership and sees projects through to successful completion.
₹1,000 INR in 40 days
1.8
1.8

You're looking to maintain a fully linked set of financial statements from a single paste-in transaction sheet so the dashboard opens to updated Balance Sheet, Income Statement, Cash-Flow Statement and Equity Statement without manual calculation. I will create a transactions table that feeds roll-forward schedules and live charts. Transparent formulas and data-validation will keep statements balanced after every entry and prevent duplicate or out-of-period postings, so you can paste raw data and see instant, auditable results. I'll use Excel tables, named ranges, Power Query when helpful, dynamic charts and minimal VBA. Revisions and clear communication are included. Do you want transaction-level drilldowns or just period summaries? Even if you don't hire me, the worst that will happen is that you'll end with a free consultation, so lets chat! Regards, RyanF172
₹750 INR in 7 days
0.0
0.0

Having worked as a Chartered Accountant for several years, I have developed a deep understanding of finance management and accounting software, and am confident that I can deliver exactly the solution you are seeking. My comprehensive knowledge of GST compliance, income tax filing, TDS and accounting support as well as financial reporting and MIS will prove invaluable in creating a robust finance management system for you. What sets me apart from others is my ability to create and maintain highly-organized, fully linked financial statements. I understand that transparency is crucial, particularly when it comes to finances. Rest assured, the solution I will provide will be built on formulas, not hard-coded numbers - allowing you to easily audit and adjust assumptions later. Additionally, my experience with solid data-validation rules means your workbook will safeguard entry errors and ensure duplicate dates or out-of-period postings do not occur. Lastly, my proficiency with Excel for Windows and macOS ensures that the software I build for you will run smoothly on all versions. It’s important to me that not only the balance sheets but also the charts update dynamically without any manual refresh. Efficiency and accuracy are my two guiding principles in everything I do - just as they are for you. Choose me and you won’t be disappointed!
₹1,000 INR in 40 days
0.0
0.0

cuttack, India
Member since Jul 12, 2026
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