I will build an automated excel dashboard and finance spreadsheet

Tired of typing every expense or stock movement by hand? I build Excel workbooks that update themselves and show what matters on one dashboard.

What I can build for you:

1. Dashboards with KPIs, charts and filters by month, category or cost center
2. Finance workbooks: cash flow forecast, P&L, payables and receivables, budget vs actual
3. Inventory workbooks: reorder point, ABC curve, purchase suggestions, expiry control
4. Import of bank statements (OFX/CSV) and other files, so you stop typing data
5. Clean formulas, data validation and protected cells, so the file is hard to break

How I work:

1. You send your current file or describe your process

2. I confirm the scope and deliver a working file with short instructions

3. One round of adjustments is included in every package

My portfolio has finance, inventory and quote workbooks built with formulas and Python automation. Message me before ordering if you are not sure which package fits.