I will automate your finance and accounting workflow
Finance and accounting with AI automation
About this Gig
I build financial models, budgets and reporting for founders and small business owners who need finance done properly but not full-time. Background: private equity and capital markets, then building a finance function from scratch. Based in Singapore, working globally.
EXPLORE I map the key drivers of your business and run a profitability analysis on one product or segment, so you know whether to raise price, restock, or push back on a supplier.
PREPARE A monthly cash flow forecast, so you know what the business needs and when. Optional 5-year model built around the drivers you care about.
RAISE We work through your founding story, traction and ambitions. I research the competitive landscape, then deliver a financial model and pitch deck built to survive investor questions.
Larger work runs in milestones, so you review and approve each stage before the next begins. Need something else? Message me for a quote: bookkeeping, finance dashboards, MRP models, AI-automated finance workflows, or wingman support through a raise.
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.
FAQ
What do you need from me to get started?
Your last 12–24 months of P&L and balance sheet (Xero, QuickBooks or Excel all fine), any existing model or budget, and one sentence on the decision you're trying to make. If you're missing something, message me first and we'll work out what's actually needed.
My books are messy and my numbers aren't reliable. Can you still help?
Yes, and that's most of what I see. Explore is built for exactly this: figure out what's actually going on before deciding what to build. If the underlying records need fixing first, I'll tell you that rather than build a model on bad inputs.
Is my financial information kept confidential?
Yes. Your data is used only for your engagement and never shared. Happy to sign an NDA before you send anything.
Will I be able to update the deck and model myself afterwards?
That's the goal. Assumptions sit in one place, no hardcodes buried in formulas or pages uneditable. You get a walkthrough on delivery. If you end up running it without me, that's a good outcome.
None of what I'm looking for is in your list of services. How do we engage?
Start with Explore. We'll use the sessions to work through what you actually need, and I'll come back with a custom offer scoped to it. Nothing is wasted — the review work carries into whatever we build next.

