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English
$
USD
I will create an excel financial reporting system with dashboards
Excel Automation I Financial Solutions
I'm Atta, a finance professional with 14+ years in financial management, reporting, accounting, and business processes. I build Excel automation (VBA, macros, advanced formulas), Excel ERP and mini‑ER...
About this Gig
I will Create an Excel financial reporting system with dashboards that turns your raw data into clear monthly reports (Report period can vary) and decision-ready visuals. You'll receive an Excel-only file with structured templates, linked sheets, and refreshable reporting so you can update results by pasting new data. Reports can include General Ledger, Trial Balance, P&L, cash flow, balance sheet summaries, budget vs actual, and variance analysis, plus KPI dashboards with charts and filters. Built using Pivot Tables, Pivot Charts, and advanced formulas.
To start, share your Excel file, reporting period, currency, and the reports you need.
Reporting frequency:
Monthly
•
Quarterly
•
Annually
•
Ad-hoc
Target country:
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
My Portfolio
FAQ
What do you need to start?
Your Excel file, reporting period, currency, and the reports you want.
Which reports can you build?
General Ledger, Trial Balance, P&L, cash flow, balance sheet summary, budget vs actual, variance, plus dashboards and any customized report.
What counts as a revision?
Adjusting the same reports or dashboard layout, KPIs, and charts.
Is this Excel-only?
Yes. We deliver in Excel only (no Power BI).
Can you build a complete Business Management System with budgeting and forecasting?
Yes. I can develop a complete Business Management System or Financial Management System with Budget Management, Budgeting & Forecasting, Inventory Management, Sales Management, Expense Management, and Financial Reporting using a Custom Excel Solution.
How do you handle my business data and confidentiality?
Your business information is treated as confidential and used only to complete your project. I do not share your files or information with third parties and recommend removing any unnecessary sensitive data before sharing files.
