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Excel-to-CSV Finance Automation - 24/02/2024 14:57 EST

$250-750 USD

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İlan edilme: yaklaşık 2 ay önce

$250-750 USD

Teslimde ödenir
I'm looking for a skilled freelancer to help me streamline a crucial part of my financial operations. I have multiple invoices stored in Excel files, which need to be accurately formatted into a pre-specified CSV file for ACH banking transactions. The CSV fields will include vendor name, invoice number, amount, routing information, vendor account details, and payment date. Key Requirements: - Proficiency in Excel and CSV data manipulation. - Experience with financial data and understanding of ACH transaction processes preferred. - Ability to design a semi-automated system with checkpoints for manual review to ensure accuracy. - The system must highlight errors in the data and provide a detailed report for necessary manual intervention. - Flexibility to handle Excel files and convert them into the necessary CSV format, adhering to a strict template for banking transactions. This project is ideal for someone with a strong background in data processing, keen attention to detail, and experience in financial documentation and processes. Your contribution will significantly enhance our operational efficiency, ensuring timely and error-free transactions.
Proje No: 37805800

Proje hakkında

66 teklif
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$0 USD 2 gün içinde
4,9 (729 değerlendirme)
8,5
8,5
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$0 USD 5 gün içinde
5,0 (625 değerlendirme)
8,6
8,6
66 freelancers are bidding on average $413 USD for this job
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Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion. Thank you Sandeep
$300 USD 5 gün içinde
4,9 (529 değerlendirme)
8,4
8,4
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You're in searching of an outstanding data expert to customize a CSV automation process for ACH transactions--and you've found them! I'm Akriti, a seasoned professional with diverse skills and I've honed my proficiency in both Google Sheets and Excel VBA. This means I understand the intricacies of your project and can utilize my expertise to build an automated system that not only adheres strictly to your account needs but also includes checkpoints for manual review to ensure total accuracy (and promptly notify you in case of any errors). Finally, as an Automation Enthusiast - I appreciate that repetitive tasks often decelerate productivity. To this end, I leverage scripting and programming skills to automate the entire workflow. This encompasses handling data entry, report generation, user-friendly interfaces and more. Rigid adherence to deadlines is something you'll get used to when working with me as well. Don't hesitate! With my capable hands, your project is guaranteed extraordinary results, driven by my innate innovative problem-solving approach. Let's tailor a tailor a specific solution that will help streamline your financial operations.>>(1000)
$500 USD 7 gün içinde
4,9 (320 değerlendirme)
7,3
7,3
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Hello, I am an experienced Excel, VBA, Data Science and Data Analytics Automation expert holding years of experience. I can perfectly assist you with that. I will be happy to discuss in detail.
$250 USD 1 gün içinde
4,8 (400 değerlendirme)
7,6
7,6
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Hi There Nice to know your requirement. I have delivered more than Two Hundred Excel Automation Projects in the past five years. Can discuss and work with you to get this task done. Thank you. Durai
$500 USD 7 gün içinde
5,0 (187 değerlendirme)
7,0
7,0
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Hi there! As I have read, I see you need help to format your Excel files I could help you develop this project and meet your requirements for this job. I'm a professional Database Administrator and Analytics Engineer with more than 10 years of experience and more than 300 projects done here on this platform. I offer unlimited revisions and I don't require any payment in front. I always meet delivery deadlines working until I get the desired results. I know all the most used softwares to do this project specifically, I could even give you some other options in case you think is better to use other tools. Send me a message so I can show you my previous work and we can discuss more. Yours truly, Giovanni.
$250 USD 1 gün içinde
4,9 (57 değerlendirme)
6,9
6,9
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Hi! I am an excel expert having 5+ years of experience in managing financial models in Excel. I can easily handle your project which involves formatting large excel data into the defined format. I can start working immediately, it would take 20-22 hrs to complete your job accurately,text me to discuss more please.
$250 USD 1 gün içinde
5,0 (39 değerlendirme)
5,5
5,5
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I possess a robust background in financial data processing and ACH transactions. With expertise in Excel and CSV manipulation, I'll design a semi-automated system for precise formatting. My keen attention to detail guarantees accuracy, and the system will include checkpoints for manual review. I'll ensure adherence to your strict template, highlighting errors and providing detailed reports for intervention. My experience in financial documentation makes me an ideal fit for enhancing your operational efficiency. Let's collaborate to streamline your crucial financial operations seamlessly.
$500 USD 7 gün içinde
5,0 (19 değerlendirme)
5,4
5,4
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Hi, I am an experienced certified Cost And Management Accountant and I have more than 7+ years' experience in professional domain. I have gone through your project with interest and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing Financial Modeling, Business Analysis, Business Plan, Financial Analysis, Financial Forecasting, Excel, Advance Excel, Visual Basics, Payroll, Data Processing, Data Entry, Finance, Accounting, Financial Research services and serve my more than 3+ years with top rated Audit firm (KPMG) during which I have dealt with a number of clients and provided them extremely satisfied services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advance Excel, Quick Book, Intuit Quick Book ,XERO, Microsoft Dynamic, Enterprise and more. I am a fast learner, problem solver, detail oriented and highly organized. Looking forward to hearing from you soon! Thanks & Regards Zakwan
$250 USD 1 gün içinde
4,9 (25 değerlendirme)
5,0
5,0
Kullanıcı Avatarı
Hello, I’m a certified excel expert and you can check my latest client review which I performed in giving a proper format and cleansing an excel file. Please inbox me for further details.
$250 USD 1 gün içinde
4,9 (12 değerlendirme)
4,6
4,6
Kullanıcı Avatarı
With my extensive skill set that encompasses data analysis and manipulation, accounting, finance, and a profound knowledge of Excel, I am confident that I am the perfect fit for your Excel-to-CSV Finance Automation project. I am well-versed in handling large datasets and transforming them to meet specific requirements while maintaining their integrity. This project requires a blend of technical proficiency in Excel and an understanding of financial processes such as ACH transactions, which I possess. In addition to my technical skills, I bring a strong sense of organization and attention to detail to the table. Given the crucial nature of financial operations, I place a high priority on accuracy and employ meticulous processes with built-in checkpoints for manual review. My aim is to deliver an error-free system that guarantees operational efficiency through thorough data cleansing and conversion adhering to your strict banking template.
$500 USD 7 gün içinde
5,0 (4 değerlendirme)
4,4
4,4
Kullanıcı Avatarı
Dear Project Manager, It seems like you are looking for a support to convert Excel file into CSV with specific format than look no further. Happy to offer my support. If interested, in availing my support, feel free to reach out and discuss. Regards, MM Do visit my profile, portfolio and review to know a bit about my work.
$250 USD 1 gün içinde
5,0 (5 değerlendirme)
4,6
4,6
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Hi there, I am a Data Scientist a professional responsible for extracting actionable insights and knowledge from large volumes of data for Microsoft applications Development. I can write clean, Excel, Word, Access, PowerPoint, Power BI, and Outlook and create VBA macros. Excel: Advanced Array Formulas, Charts, Pivot Tables, Pivot Charts, Mail Merge, VBA Macros, Excel Macros, Capabilities, Spreadsheets. Email through Outlook and Gmail, Add-in, Customized Macros. My top priority is to provide high-quality work, I am willing to fully devote my time and energy to improve the service offered, with timely, accurate, and professional results, building trust and a long-term relationship with customers is my main objective. https://www.freelancer.com/u/GdevDataSceince Choosing me for this project not only means benefiting from my extensive skills in Excel and data analysis but also entrusting your sales data with someone who values precision and confidentiality. Let's begin working together on this valuable project to deliver lasting results that will positively impact your business. Thanks Gdev
$500 USD 7 gün içinde
5,0 (9 değerlendirme)
4,2
4,2
Kullanıcı Avatarı
I propose a comprehensive solution to streamline your financial operations. With a strong background in data processing and financial documentation, I assure accurate formatting of your Excel invoices into the required CSV file for ACH banking transactions. 1. **Excel and CSV Proficiency:** Utilizing advanced Excel functions for efficient data manipulation and ensuring seamless conversion to CSV format. 2. **ACH Transaction Expertise:** Drawing on my experience with ACH transaction processes, I'll accurately include vendor name, invoice number, amount, routing details, vendor account specifics, and payment dates in the CSV. 3. **Semi-Automated System:** Designing a user-friendly semi-automated system with manual checkpoints for meticulous review, ensuring data accuracy. 4. **Error Handling:** Implementing a robust error detection mechanism that highlights discrepancies and generates detailed reports for manual intervention, guaranteeing precision. 5. **Adherence to Strict Templates:** Ensuring strict adherence to the specified CSV template, guaranteeing compatibility with banking transactions. Your financial operations will witness enhanced efficiency, with timely and error-free transactions, thanks to my expertise. I am ready to contribute to the success of your project. Let's discuss how we can elevate your financial processes to new heights.
$250 USD 1 gün içinde
5,0 (6 değerlendirme)
3,4
3,4
Kullanıcı Avatarı
Hello and Greetings, I am writing to express my interest in Excel to CSV files conversion project as advertised. Relevant Experience highlights ✅Aksert - Germany One of my responsibilities included converting excel and pdf files to predetermined format of CSV files which were then uploaded ot system for processing. lets discuss further your project. I will start right away and would not charge unless you are not satisfied with result. Thank you
$250 USD 1 gün içinde
5,0 (9 değerlendirme)
3,1
3,1
Kullanıcı Avatarı
I will start working now Being an Excel aficionado with a solid grounding in financial documentation and processes, I assure you of my competency to streamline your Excel-to-CSV needs. My expertise includes advanced knowledge of Excel's formulas and macros; this will enable me to design a semi-automated system for your invoices-to-ACH process while incorporating manual review checkpoints to ensure absolute accuracy. My experience with large data sets, as well as an understanding of ACH transaction processes, is a valuable asset I gravitate to offer. One of the crucial aspects of an effective system like this is its ability to highlight errors and provide detailed reports for manual intervention. My adroit data manipulation capabilities ensure that any inaccuracies will not go unnoticed, ensuring compliance with your banking requirements. Additionally, I'm more than adept at working with strict templates for banking transactions, having handled several similar projects. In conclusion, hiring me equates to bringing on board an experienced professional who understands financial operations' fine-grained demands and has the technical prowess in Excel to effectively manage those demands. My commitment to delivering high-quality work within stipulated time frames assures you'll not only get timely and accurate data for your transactions but also 100% satisfaction at every step of the way.
$250 USD 1 gün içinde
5,0 (3 değerlendirme)
2,8
2,8
Kullanıcı Avatarı
Utilizing my deep understanding and expertise of Excel, I can confidently assure you of a meticulous and streamlined approach to your financial automation project. My adeptness with relational databases, VBA macros, and database design will undoubtedly be invaluable in transforming the complex Excel data into the specified CSV format for ACH banking transactions. This isn't just another data entry task for me; it's an opportunity for me to demonstrate my skills in a meaningful way within your financial operations. Drawing on my experience in financial documentation and processes, I comprehend the critical nuances of this task. I understand the importance of accuracy in ACH banking transactions and can guarantee that my semi-automated system will meticulously check for errors at every step and provide a detailed report where manual intervention is needed. This will significantly reduce your chances of encountering costly errors. I take great pride in contributing to operational efficiency through careful data management. Your project aligns perfectly with this core value of mine, and I'm enthusiastic about the prospect of delivering accurate, timely, and seamless conversion from Excel to CSV files while adhering strictly to your required templatingstrumentations. Together, we can revolutionize your financial operations through efficient and error-free transactions.
$260 USD 1 gün içinde
5,0 (9 değerlendirme)
2,7
2,7
Kullanıcı Avatarı
Hi, Iam data analyst and python developer. Data processing one of my core skills . I will use python to automate the transaction between excel and csv format with high accuracy and efficiency. Please share with me sample of data and let us discuss from there Thanks
$500 USD 7 gün içinde
5,0 (2 değerlendirme)
2,7
2,7
Kullanıcı Avatarı
I read your project details, I have 13 years experience on your project. I can do it very easily Already i completed some projects like this. Just a Close your eyes and Trust me. I am sure, you will be happy
$460 USD 6 gün içinde
5,0 (3 değerlendirme)
2,5
2,5
Kullanıcı Avatarı
With your task requiring in-depth Excel and financial data knowledge, as well as the ability to adhere strictly to a CSV template for banking transactions, my proficiency and understanding of these fields make me a top choice. Although my background primarily lies in web & mobile development, I possess comprehensive skills in Excel manipulation and data processing that align perfectly with your project's needs In addition to my technical abilities, I work with a keen eye for detail and precision. My experience in creating automated systems with manual checkpoints makes me equipped to design and implement an efficient finance automation system for you. This includes accurately formatting multiple invoices from Excel into the pre-specified CSV template you require for ACH banking transactions. As an added layer of accountability, I'll ensure every entry is subjected to stringent error checking protocols, providing you with clear reports on any necessary manual intervention. In conclusion, hiring me would mean accessing all-round expertise - from implementing clean codes to designing intuitive user interfaces to ensuring thorough testing and troubleshooting. Your dream of achieving timely, 100% accurate financial transactions will be closer than ever after collaborating with me. Let's discuss this project further in detail and formulate the best strategy together. I eagerly await the opportunity to elevate your financial operations!
$700 USD 10 gün içinde
5,0 (1 değerlendirme)
1,4
1,4
Kullanıcı Avatarı
"Will complete in 7 days for ₹5000. Guaranteed with my skills and experience!" Hope this works for your project, bro! ??
$500 USD 7 gün içinde
0,0 (0 değerlendirme)
0,0
0,0

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Rocky River, United States
5,0
2
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