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I need a specialist to fully automate a small accounting department DO NOT AUTO REPLY ON THIS MESSAGE IF YOU HAVENT READ IT OR HAVENT DONE ANYTHING LIKE THIS. YOU MUST BE ABLE TO SHOW ME ACCOUNTING DEPARTMENTS AUTOMATED BY YOURSELF We only have one person currently in that department but you must advice how many people is needed. I want a bulletproof setup to prevent spending, fraud etc, with checks and balances etc etc. I was thinking Notion + n8n + Open AI + Xero + any other apps/programs needed. This must be setup according to Iso or any other accreditation - We currently use Xero as the accounting program - We have one guy doing quotes and he is currently doing quotes on excel. I need an automated system in notion where he can do the quotes and maps/designs with ai etc. Once quotes are accepted, the system must add it in the pipeline and xero, create PO's etc etc - We have 6 bank cards for each of the tech teams and need to automate the spending recon daily with reports and alerts. Techs use these cards for security stock, fuel, transport etc - We currently have no reports what we make per job so I need a system that shows exactly what be purchased for which job etc - We still process salaries manual each month - Need that process fully automated - we received manual payments each da which we need to process manually - We need a system where payments can be loaded, system must pre authorise is by tying it up to a PO or whatever and then myself or the other director can approve - all client invoices and suppliers invoices automatically reconned - Need proper weekly and monthly reports fully reconned and audited by the system - The system must keep the overheads down as well as mostly debits to a minimum
ID Projek: 40254556
118 cadangan
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Aktif 12 hari yang lalu
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118 pekerja bebas membida secara purata $1,077 USD untuk pekerjaan ini

As your project calls for an automation specialist who knows their way around Xero and is experienced in accounting department automation, my expertise stands me apart. With a solid background in accounting, bookkeeping, and being well-versed with MYOB and Xero, I am well-equipped to handle the task at hand. Your specific requirements - automating quotes, procurement, spending reconciliation, salary processing, payment system improvements etc. are areas of specialization for me. I have hands-on experience integrating workflow systems, such as Notion and n8n with accounting software like Xero. This has resulted in efficient and streamlined processes for clients in the past and can operate to your advantage as well. Additionally, I understand your need for secure operations given the sensitive nature of accounting functions. My meticulous approach to data management combined with my ability to leverage automation technology to implement checks-and-balances can ensure a bulletproof setup that reduces risks of spending errors or frauds. All these technical aspects aside, my key priority is client satisfaction. Your account will be handled with utmost professionalism and personal attention throughout this project. Let's work together to automate your accounting processes effectively while keeping overheads low and ensuring minimal debits!
$1,500 USD dalam 7 hari
8.9
8.9

Respected Sir/Madam, I have carefully reviewed your requirement for fully automating your accounting department, and I understand that you are not looking for a basic setup—you need a robust, secure, and scalable system with proper controls, automation, and real-time financial visibility. I hold a PhD along with Master’s and Bachelor’s degrees (Gold Medalist), and I have over 10 years of experience in accounting systems, financial analysis, and workflow automation. I have completed more than 1000 projects with consistent 5-star reviews and maintain a 100% completion ratio. My experience includes designing structured financial workflows, integrating tools like Xero, and building automated reporting and reconciliation systems. For your setup, I will design an integrated system combining tools such as Notion, n8n, and Xero to automate: • Quote-to-invoice pipeline with automated PO creation and job tracking • Daily bank card reconciliation with alerts and spending controls • Job-level profitability tracking (cost vs revenue per project) • Automated payroll workflows • Payment authorization system linked with POs and approvals • Auto-reconciliation of client and supplier invoices • Weekly/monthly reporting dashboards with audit-ready structure I will also ensure proper checks and balances to reduce fraud risk and align the system with best practices (ISO-style controls where applicable). Additionally, I will advise on team structure and operational efficiency.
$750 USD dalam 2 hari
7.3
7.3

Hi I have expertise in Notion Setup, can create custom objects,fields,columns,formulas,tasks,email, activity notes, reports and dashboards, import and export of data .workflows to automate fields update,send email,create task, integration with various external systems like pinchapi rapid api stripe xero practice manager DocuSign onedrive gdrive Gmail stripe. I have set-up Notion from scratch for clients. Kindly review my profile and ping me on chat to discuss further. Regards Ritu
$1,500 USD dalam 7 hari
5.8
5.8

⭐⭐⭐⭐⭐ Automate Your Small Accounting Department Efficiently ❇️ Hi My Friend, I hope you are doing well. I reviewed your project needs and see you are looking for an expert to fully automate your accounting department. You don’t need to look any further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for accounting automation. I will create a robust system using Notion, n8n, Open AI, and Xero, ensuring everything runs smoothly while staying within your budget. ➡️ Why Me? I can easily automate your accounting processes as I have 5 years of experience in accounting software integration, system automation, and data management. My expertise includes process optimization, reporting, and workflow automation. Additionally, I have a strong grip on relevant technologies, ensuring a seamless setup that meets ISO standards. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. I look forward to discussing this with you! ➡️ Skills & Experience: ✅ Xero Integration ✅ Notion Setup ✅ n8n Automation ✅ Open AI Integration ✅ Workflow Optimization ✅ Data Management ✅ Reporting Automation ✅ Payment Processing ✅ Invoice Reconciliation ✅ Budget Management ✅ Process Automation ✅ Fraud Prevention Waiting for your response! Best Regards, Zohaib
$900 USD dalam 2 hari
5.7
5.7

Hello, I have carefully reviewed your requirement for full accounting department automation integrated with Xero, Notion, n8n, and AI. With 10+ years of experience in financial systems automation, workflow engineering, and secure process design, I will architect a controlled, ISO-aligned automation framework covering quoting, PO creation, job costing, bank reconciliation, payroll automation, payment pre-authorization, supplier/client invoice matching, and weekly/monthly audited reporting. The system will enforce segregation of duties, approval hierarchies, audit trails, and fraud-prevention checks while keeping operational overhead low. I will design scalable database structures, secure automation pipelines, and clean integrations with Xero as the ledger source of truth. I WILL PROVIDE 2 YEAR FREE ONGOING SUPPORT AND COMPLETE SOURCE CODE. WE WILL WORK WITH AGILE METHODOLOGY AND WILL GIVE YOU ASSISTANCE FROM ZERO TO PUBLISHING ON STORES. I eagerly await your positive response. Thanks.
$750 USD dalam 7 hari
5.5
5.5

Hello I hope you're doing well. I understand you're looking for Accounting Department Automation Specialist Needed I am the ideal candidate for your project. I have read the provided job description and I understand what you are looking for. I have over 10+ years of experience Accounting, Business Analysis, MYOB, Bookkeeping, Xero, Automation, OpenAI, Notion, AI Development, n8n .Please feel free to further discuss the requirements and timeline for the project. I'd be happy to assist you. I am ready to start right now. ✅ No Upfront Payment ✅ Release Milestone After Completion ✅ 100% Project Completion Rate You can visit my Profile https://www.freelancer.com/u/HiraMahmood4072 Thank you
$775 USD dalam 7 hari
5.1
5.1

Hi, With over seven years of experience in process automation and accounting systems, I am well-equipped to transform your small accounting department into a highly efficient, automated workspace. I will leverage tools such as Notion, n8n, OpenAI, and Xero, ensuring that each step—from quote creation to payments processing—is seamless and integrated. My approach will be meticulous, guaranteeing strong attention to detail, and I will provide clear insights into the appropriate staffing needed for sustainable operations. I am committed to establishing a bulletproof setup that incorporates checks and balances to prevent fraud and minimize spending. Throughout the project, I will maintain transparent communication and adhere strictly to all project timelines and processes, ensuring that we meet the agreed deadlines. All work will comply with ISO standards or other relevant certifications to ensure credibility and compliance in your automated systems. I am dedicated to delivering comprehensive weekly and monthly reports that reflect the true financial position of each job, helping you make informed decisions while keeping overheads low. Together, we can elevate your accounting department to a new standard of efficiency and accuracy.
$750 USD dalam 7 hari
5.1
5.1

Hi there, I’m Ahmed from Eastvale, California — a Senior Full-Stack Engineer with over 15 years of experience building high-quality web and mobile applications. After reviewing your job posting, I’m confident that my background and skill set make me an excellent fit for your project. I’ve successfully completed similar projects in the past, so you can expect reliable communication, clean and scalable code, and results delivered on time. I’m ready to get started right away and would love the opportunity to bring your vision to life. Looking forward to working with you. Best regards, Ahmed Hassan
$1,000 USD dalam 7 hari
5.0
5.0

We've just completed a similar project. We recently helped a small accounting department fully automate its workflows using Xero, Notion, n8n, and AI tools, and we will help you build a bulletproof system that handles quotes, POs, payments, card reconciliations, salaries, and reporting. You won't find someone better aligned with what you're looking for. I understand you need end-to-end automation for quotes, job tracking, spending recon, approval workflows, automated client and supplier invoicing, and real-time reporting, all structured to ISO-level checks and balances. The system should be secure, scalable, and designed for minimal manual oversight. I specialize in workflow automation, accounting process optimisation, integrated AI tools, and robust controls for fraud prevention and efficiency. I can also advise on the ideal team size to maintain smooth operations. I'd love to chat about your project! The worst that can happen is you walk away with a free consultation. Regards, Danie.
$850 USD dalam 14 hari
4.4
4.4

Hi there, I’ve carefully reviewed your requirement for automating your accounting department and I’m ready to streamline your financial workflows to eliminate manual data entry and human error. In a recent project for a growing firm, I reduced month-end closing time by 60% by implementing a custom synchronization layer between their banking feeds and ERP system. I understand that for a small department, the goal is high efficiency with low overhead, ensuring every transaction is tracked from invoice generation to final reconciliation without manual intervention. My technical approach centers on building a modular automation stack using tools like Zapier or Make to bridge your accounting software with specialized OCR engines like Rossum or DocuClipper for automated AP processing. I will implement automated bank reconciliation scripts to flag discrepancies in real-time and set up dynamic reporting dashboards via Power BI or Looker Studio to give you instant visibility into cash flow and aging reports. Furthermore, I’ll integrate your payroll and expense management systems to ensure a single source of truth across all ledgers while maintaining strict audit trails and data integrity throughout the process. To provide a more precise roadmap, could you clarify which accounting software you use and the volume of monthly invoices? I’d also like to know if you have specific pain points, such as vendor payment delays or complex multi-currency reconciliations. I am available for a brief discovery call to align on your objectives and show how we can achieve full automation within your timeline. Let's connect soon.
$1,297 USD dalam 21 hari
4.2
4.2

hi , I have read your full brief carefully. I specialize in automating small finance and operations departments using Xero, Notion, n8n, and AI integrations including OpenAI. I’ve implemented: Full procure-to-pay automation AI-driven quoting pipelines Bank card monitoring systems with fraud alerts ISO-aligned financial controls (segregation of duties, approval workflows, audit trails) Payroll automation with compliance logging Job-level profitability tracking
$1,125 USD dalam 7 hari
4.0
4.0

Greetings! I’m a top-rated freelancer with 16+ years of experience and a portfolio of 750+ satisfied clients. I specialize in delivering high-quality, professional accounting department automation services tailored to your unique needs. Please feel free to message me to discuss your project and review my portfolio. I’d love to help bring your ideas to life! Looking forward to collaborating with you! Best regards, Revival
$750 USD dalam 14 hari
4.0
4.0

With 5+ years of Full-Stack experience, I specialize in financial system automation, secure payment integrations, and FinTech workflows. I’ve delivered projects involving accounting automation, fraud prevention checks, reconciliation systems, and structured financial reporting. I’m proficient in n8n, OpenAI, and API integrations, and can seamlessly connect Xero, Notion, and other platforms to automate salaries, quotes, payments, and monthly reports. I recently completed a similar automation project for an ISO-accredited organization requiring strict financial controls. I focus on secure, efficient, and scalable solutions that streamline your accounting operations while maintaining compliance and accuracy.
$1,125 USD dalam 7 hari
3.5
3.5

Hello, I specialize in automating accounting departments and can tailor a solution to fully automate your current setup. With experience in integrating Notion, n8n, OpenAI, and Xero, I'll create a robust system to streamline operations, enhance security, and ensure compliance with ISO or other relevant standards. I'll design a Notion-based quoting system, integrating AI for maps/designs, and automate the transfer to Xero upon acceptance. For your bank card usage, I'll set up daily reconciliations with real-time reports and alerts to track spending effectively. I'll automate your payroll process, and implement a system for pre-authorizing and approving payments, linking them to POs for accuracy. Additionally, I'll ensure client and supplier invoices are automatically reconciled, providing weekly and monthly reports for auditing and oversight. Questions: • Are there specific security protocols you require for the setup? • Do you have a preference for how AI is utilized in generating reports? Looking forward to crafting a bulletproof setup that lowers overheads and minimizes debits. Thanks and best regards, Faizan
$790 USD dalam 13 hari
3.7
3.7

I will design a bulletproof, ISO aligned finance automation stack around Xero that locks down spend, kills manual work, and adds real time controls. I will replace Excel quoting with a Notion workflow that creates quotes, maps designs, pushes accepted jobs into Xero, and opens POs in the pipeline. I will automate daily card reconciliation for six teams with alerts on anomalies and job level cost tracking so profit per job is visible. I have automated accounting ops with Xero, n8n, and approval flows for payroll, supplier invoices, and manual payment pre authorisation. The main risk is control gaps during automation, so I build approvals, segregation of duties, and audit logs into every step. I will advise on headcount, deliver weekly and monthly reconciled reports, and keep overheads low with minimal moving parts.
$750 USD dalam 14 hari
3.6
3.6

I need your job and I already know the fastest way to fully automate your accounting department correctly. For your project, you need a bulletproof system to manage quotes, POs, bank cards, payments, invoices, salaries, and reporting while preventing fraud and maintaining checks and balances. The setup will integrate Xero, Notion, n8n, OpenAI, and any other tools required, fully ISO or compliance ready, and tailored to your existing team structure. Here’s what I will do for your project: Step 1: Review your current accounting workflow, Xero setup, bank card usage, quote processes, and reporting requirements to design the automated system architecture. Step 2: Build the automation: Notion based quoting system with AI assistance and mapping to pipeline and Xero. Automated POs, approvals, and reconciliation for client and supplier invoices. Daily bank card reconciliation with alerts and reports Salary processing automation. Payment pre-authorization and approval workflows Job-level costing and expenditure tracking per project Step 3: Deliver a fully functional automated accounting department, documentation, and training for your team, with ongoing monitoring to ensure accuracy, compliance, and overhead minimization. We can start today and keep delivery moving so your accounting operations become fully automated Shawana
$1,000 USD dalam 8 hari
3.5
3.5

Hello, I’m excited about the opportunity to contribute to your project. With my expertise in Xero automation, financial control architecture, n8n workflow orchestration, Notion-based operational systems, AI-assisted document processing (OpenAI), and internal control design aligned with ISO-style governance principles, I can deliver a solution that aligns perfectly with your goals. I’ll tailor the work to your exact requirements, designing a bulletproof accounting automation framework that replaces Excel quoting with a structured Notion + Xero pipeline, automates PO creation and job-cost tracking, enforces card spend reconciliation with daily alerts and approval hierarchies, implements controlled payment pre-authorisation tied to POs, automates payroll processing, and delivers fully reconciled weekly/monthly reporting with fraud-prevention checks and audit trails. You can expect clear communication, a structured rollout plan, and a secure, scalable automation architecture that reduces manual effort, prevents leakage or unauthorised spending, and provides full visibility per job, team, and department. Best regards, Juan
$750 USD dalam 5 hari
3.2
3.2

With over a decade of experience in web and mobile development, specializing in automation solutions for various industries, I understand the importance of streamlining your accounting department efficiently and securely. In the realm of accounting automation, I have successfully implemented similar solutions in fintech, including setting up Notion, n8n, Open AI, and Xero integrations. By leveraging AI-driven processes, I have optimized workflows for quotes, pipeline management, purchase orders, salary processing, payment reconciliation, and report generation. My track record in implementing fraud prevention measures, checks, and balances aligns perfectly with your need for a bulletproof setup. I have experience in ensuring compliance with ISO standards and accreditation requirements, providing you with a reliable and robust system. Let's work together to transform your accounting department into a well-oiled machine. Reach out to me to discuss how I can tailor a solution specifically for your needs and deliver exceptional results within your budget and timeframe.
$1,200 USD dalam 20 hari
3.0
3.0

Hi there! Are you looking for multi-level approval workflows for spending alerts or just basic notifications? Regardless, this is definitely something that I feel confident delivering on, given my past experience. I would love to discuss your project further! Looking forward hearing from you. Kind Regards, Corné
$750 USD dalam 14 hari
3.0
3.0

Hi, I’m Anil. I read your full brief properly, and I can set up a reliable accounting automation system around Xero that reduces manual work, tightens spending control, and gives you clean job level profitability and audited weekly and monthly reporting. I’ve built automation workflows with Xero, n8n, Notion style internal ops hubs, and controlled AI steps where every action is logged and approvals are enforced. I can walk you through similar automations I’ve delivered so you can judge the quality and bulletproof level before we start. Estimated timeline : 2 to 3 weeks Regards, Anil
$1,085 USD dalam 20 hari
3.0
3.0

Cape Town, South Africa
Kaedah pembayaran disahkan
Ahli sejak Mac 17, 2019
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