I will build a financial CSV dashboard with reports
About this Gig
Do you have CSV or spreadsheet exports that your team reviews manually every month?
I will build a simple financial CSV dashboard that turns your file into clean summary metrics, batch analytics, and a client-ready report.
This is ideal for:
- Small businesses
- Bookkeepers
- Finance consultants
- Founders and operators
- Teams that export sales, expenses, revenue, or transaction data
What I can build:
- CSV upload dashboard
- Summary cards for totals, averages, min/max, and rows
- Batch analytics across multiple CSV files
- Contribution bars to compare files
- Exportable HTML report that can be printed or saved as PDF
- Basic branding for your business
Please message me before ordering if your CSV has unusual formatting, multiple sheets, sensitive data, or needs a custom calculation.
Important:
This Gig does not include bank connections, accounting system integrations, complex forecasting, or full enterprise security. It is a focused dashboard/reporting pilot for CSV-based workflows.
Technology:
Python
Expertise:
API integration
FAQ
Can you work with Excel files?
This Gig is focused on CSV files. If you have Excel files, message me first and I can confirm whether they should be exported to CSV or quoted as a custom job.
Can you deploy the dashboard?
Yes, deployment is included in the Premium package. For Basic and Standard, deployment can be added as a custom extra.
Can you make the report match my brand?
Yes. Standard includes basic branding. Premium includes a more polished branded demo and report.
Is my data safe?
Please send a sanitized sample file before ordering. Do not send live financial or personal data unless we have agreed on the handling requirements first.
Can you connect to QuickBooks, Xero, bank accounts, or payment processors?
Not in this Gig. This Gig is for CSV-based dashboards. Integrations can be discussed as a separate custom project.
What do you need from me?
I need a sample CSV, the column you want summarized, your preferred labels, and any branding details.

