I will automate excel finance workflows using ai and power query
Offering AI automations for finance professionals
About this Gig
Do you spend hours every month updating Excel reports, consolidating data, or preparing finance schedules?
I will analyze one finance workflow and build a working AI-assisted Excel automation tailored to your needs.
Typical use cases:
Month-end close
Budget vs Actual reporting
Financial consolidations
KPI dashboards
Variance analysis
Management reporting
Data cleaning and mapping
What's included:
Discovery call
Workflow review
Working Excel model
AI/Codex prompts for future updates
Automation logic documentation
One revision
You'll receive a practical solution designed to reduce repetitive manual work while keeping your existing Excel processes.
Deliverables:
Automated Excel workbook
AI prompt library
Implementation notes
Recommendations for future automation
Ideal for CFOs, Controllers, FP&A teams, accountants, and finance departments.

