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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: 40576330
6 proposals
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Active 4 days ago
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6 freelancers are bidding on average ₹842 INR/hour for this job

As a freelancer with deep experience on data handling, my skills are one perfect match for your finance management project. With a clear understanding of your requirements and a solid reputation for building robust, reliable systems, I truly believe that my work will be an invaluable asset to your business. Throughout my 20+ years in the field, I have dealt with complex data sets, analysed them and made them comprehensive and easily accessible for businesses. My profound expertise in PHP-based development will come in handy in building the product you need. With me at the helm of your software project, you can rest assured that all your statements will remain balanced at all times while enjoying the flexibility and transparency of formulas. Moreover, I'm a seasoned troubleshooter — investing time into ensuring that the systems I work on operate smoothly and efficiently. This includes anticipating potential errors and having stringent error prevention plans in place. The result? Guaranteed user-friendly experience with zero or minimal hitches. Therefore, if you aim to partner with a dependable professional to build your finance management program ensuring long-term stability and growth potential, I am that person!
₹750 INR in 40 days
3.2
3.2

Hello, I can build a professional, fully automated Excel financial reporting workbook that generates a complete set of linked financial statements from your transaction data. The workbook will be designed with transparency, accuracy, and ease of use in mind, ensuring every statement updates automatically as new data is entered or pasted. The solution will include: * Interactive dashboard with a clean data-entry interface * Automated Balance Sheet, Income Statement, Cash Flow Statement, and Statement of Changes in Equity * Fully linked formulas with no hard-coded values * Dynamic charts and KPI visuals that update instantly * Data validation to prevent entry errors, duplicate records, and invalid posting periods * Automatic roll-forward of balances while keeping all financial statements in sync * Well-structured workbook with clearly documented formulas for easy auditing and future customization * Compatible with the latest Excel versions on both Windows and macOS I have extensive experience developing advanced Excel dashboards, financial models, automated reports, and validation-driven workbooks using formulas, Pivot Tables, Power Query, and dynamic Excel features. My focus is on delivering a reliable, user-friendly solution that is easy to maintain and scale. I can begin immediately and deliver a high-quality workbook within your required timeline. I look forward to discussing your requirements in more detail. Best regards, Nimmi Kumari
₹750 INR in 40 days
0.0
0.0

Hi, I am a Certified Public Accountant (CPA) with over 7 years of experience in external audit, financial reporting, and financial statement analysis at Deloitte and Forvis Mazars. I have extensive experience reviewing and validating Balance Sheets, Income Statements, Cash Flow Statements, and Statements of Changes in Equity under IFRS, US GAAP, and UK GAAP. My work requires advanced Microsoft Excel skills, including formulas, PivotTables, lookups, data validation, reconciliations, and financial analysis. I understand how financial statements are linked and how data should flow accurately between schedules to produce reliable reports. For your project, I can develop a clean, user-friendly Excel workbook that automatically generates linked financial statements, incorporates robust error checks, and includes dashboards and charts for clear financial insights. I will ensure all formulas remain transparent, the workbook is easy to maintain, and it is fully compatible with Microsoft Excel without relying on hard-coded values. I am detail-oriented, committed to accuracy, and responsive throughout the project. I look forward to discussing your requirements and delivering a solution that meets your expectations. Thank you for your time and consideration. Best regards, Celyn Benaso, CPA
₹1,000 INR in 40 days
0.0
0.0

Deliver a single Excel workbook that auto-updates Balance Sheet, Income Statement, Cash-Flow and Statement of Changes in Equity directly from pasted or entered raw transactions. I have delivered centralized Excel financial models that remain balanced under all test entries while exposing transparent formulas and robust error checks. I will structure the file as transaction ledger, posting layer, trial balance, schedule roll-forwards and a dashboard; I deliver a working prototype within 48 hours of receiving sample data. You will receive a dashboard-fronted workbook that always balances, shows presentation-ready dynamic charts, and exposes every formula for audit and adjustment. I will implement your automated roll-forwards, the data-validation rules to block duplicate dates and out-of-period postings, and charts that refresh automatically. A newer profile here doesn't reflect the experience behind it. The work speaks to consistent, reliable delivery. Required to start: your Chart of Accounts and one sample month of raw transactions. I will deliver the prototype within 48 hours of receipt. Chat Soon, Warm Regards Mthoko
₹750 INR in 14 days
0.0
0.0

With my comprehensive technical know-how and immense experience as a Business Analyst, I am well-suited to streamline your financial management with a cutting-edge Excel-based software. Your project resonates with my knowledge of not just full-stack development but also in-depth with financial-tech (FinTech). This unique blend positions me perfectly to understand your requirements and implement them efficiently into an intuitive and user-friendly finance management software. On the technical side, my experience in leveraging AI/ML, SaaS Architecture, and Cloud Platforms matches this project's need for automation, robust error checks, real-time data updating, and easy maintenance. I have consistently delivered prompt yet quality work - a crucial factor for you considering the demanding nature of your request. Given my fluency across different versions of Excel for both Windows and macOS, you can also expect the software to run smoothly without any compatibility issues. In summary, partnering my knack for transforming complexities into seamless solutions and deep comprehension of Finance technology with your need for an innovative yet user-friendly finance management software can lead to a ground-breaking product. Do let me know if you have any more questions or areas you'd like me to elaborate on. I'm eagerly looking forward to working with you to turn your ideas into a robust reality!
₹1,000 INR in 40 days
0.0
0.0

Hi, I’ve built exactly this kind of self-updating financial workbook before — most recently a logistics cost dashboard with linked SUMPRODUCT-based tables, dropdown filters for category/entity, and dynamic charts that refresh automatically with new data, all formula-driven with no hard-coded values. I understand the importance of every schedule flowing through cleanly so the Balance Sheet always ties out, and I’ll build in data validation to catch duplicate dates and out-of-period entries before they break the model. Quick question: do you already have a chart of accounts / transaction template you’d like me to follow, or should I propose a structure? Happy to share a quick mock-up of the dashboard layout before diving into the full build.
₹800 INR in 15 days
0.0
0.0

Nellore, India
Member since Mar 13, 2018
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