I will build document automation and automated excel and pdf reporting
AI Engineer Chatbots, AI Agents and Workflow Automation
About this Gig
If someone still assembles the same report by hand every month, that job can be written once and then run itself.
I build document and report automation: your data goes in, a finished branded report comes out, on a schedule, with nobody having to remember to run it.
WHAT I BUILD
- Automated reports from your database, Google Sheets, Excel or an API
- Branded Word, PDF, Excel and PowerPoint output built to your template
- Document pipelines: extraction, validation, merge and delivery
- PDF and scanned-document extraction with OCR where needed
- Reusable Python scripts, so next month runs itself
AUTOMATE ONCE, NOT EVERY MONTH
A one-off cleanup fixes this month. An automation fixes every month after it. Tell me which report keeps coming back and I will price both.
WHY THE NUMBERS ARE RIGHT
Figures, tables and charts come straight from your data with no AI involved, so they are correct. AI writes only the commentary, and you can switch it off. Every build ships with a reconciliation check.
I built a property reporting pipeline for a US company that replaced a manual monthly process.
Send me a report you produce by hand and I will tell you what automating it takes.
My Portfolio
FAQ
Can you read scanned PDFs and photographs?
Yes, with an OCR step. Accuracy depends on the scan, so send me your worst page before ordering and I will tell you honestly what to expect. Clean digital PDFs convert near perfectly; a photographed receipt will not.
How do I know the numbers are right?
Every figure comes from your source data, never from AI. I deliver a reconciliation check with the first run so you can see the totals match your original file. AI writes only commentary, and you can turn that off.
What if my file format changes next month?
The scripts absorb the usual drift - renamed columns, an extra sheet, a changed order. For a structural change the script is yours and documented, so any developer can adjust it, or I offer a monthly maintenance option.
Is my data kept private?
Yes. I sign an NDA on request, work on the smallest sample that does the job, and delete my working copies after handover. Everything can run entirely on your own machines if the data must not leave them.
Can it run automatically every month?
Yes, from the Standard package. I set up scheduling so the file is collected, cleaned and the report delivered by email, Slack or to your drive on the date you choose, with nobody having to remember to run it.
2 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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A aoi_ltd

United Kingdom
Amazing work! He went above and beyond and provided great quality content. Highly recommended 💯
$50
Price
7 weeks
Duration
Helpful?S sankamadhu99

United States
My sample data set has been done very well. I am very happy to provide my complete project and look forward to working with you in the future.
$50
Price
1 day
Duration
T 
Seller's Response
Helpful?
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
A aoi_ltd

United Kingdom
Amazing work! He went above and beyond and provided great quality content. Highly recommended 💯
$50
Price
7 weeks
Duration
Helpful?S sankamadhu99

United States
My sample data set has been done very well. I am very happy to provide my complete project and look forward to working with you in the future.
$50
Price
1 day
Duration
T 
Seller's Response
Helpful?

