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I will automate your financial data auditing with a custom excel vba macro
Financial Data QA and Excel VBA Automation Expert
I am a Quality Analyst specializing in financial data and custom Excel VBA development. I help businesses eliminate manual errors, automate complex workflows, and enforce strict data hygiene. Whether ...
About this Gig
Stop losing days to manual ledger auditing.
Preparing financial data for software migrations (CosmoLex, Zoho, Tally) or tax filing is a bottleneck. One invalid GSTIN, duplicate invoice, or hidden math error can completely derail your reports. I build enterprise-grade Excel VBA Data Quality Toolkits that audit thousands of rows in under 1 second.
What my framework catches instantly:
- Missing Fields: Isolates blank names, dates, or invoice IDs.
- Format Mismatches: Flags incorrect dates (e.g., US vs. UK).
- Duplicates: Prevents double-counting by isolating duplicate rows.
- Tax & GSTIN: Validates lengths and formatting for tax IDs.
- Math Imbalances: Checks if Base + Tax exactly matches the Total.
What You Receive: A highly optimized Excel file featuring a 1-click "Validate My Data" engine and an automated Executive Dashboard that generates a precise Data Quality Score.
Why work with me? I combine advanced VBA architecture with deep accounting workflow knowledge to protect your data integrity securely, 100% offline.
️ IMPORTANT: Please message me before ordering with a "dummy" data sample so we can discuss your firm's exact rules!
Platform:
Excel
•
VBA
•
Microsoft Office
Development technology:
VBA
•
Power Query
•
Excel
Expertise:
Fixing
•
Macros
•
Dashboard
•
Cleaning
•
Data validation
My Portfolio
FAQ
Do I need to know how to code to use this tool?
Not at all! The toolkit is designed for everyday users. You simply paste your raw data into the "LedgerData" tab and click the single "Validate My Data" button. The macro handles 100% of the heavy lifting.
Will this work on a Mac?
This specific enterprise toolkit is programmed using advanced Excel VBA, which is fully optimized for Windows operating systems. It is not recommended for Excel for Mac, as Apple restricts certain advanced macro functionalities.
Can you customize the rules for my specific accounting software?
Yes! Whether you are preparing data for CosmoLex, Zoho Books, Tally, or a proprietary CRM, I can program bespoke validation rules (e.g., specific invoice prefixes or unique tax percentage checks) in the Standard and Premium packages.
Will you have access to my private financial data?
No. Your data remains 100% secure on your local machine. The Excel tool runs completely offline. You never need to send me your real financial data—I only need a "dummy" sample with fake names to test the code structure before delivery.
What happens if my company changes how we format our data later?
The Core Engine is built to be highly adaptable. If your software export format changes significantly down the line, reach out to me! I offer affordable maintenance updates to adjust the code to your new layout.
