Improve / enhance the accounting system in Google Sheets
Good afternoon, I need a Google Sheets guru, App Script, data analyst
Currently, we are keeping track of exchange/payment transactions in Google Sheets, there are several tables divided by banks, accounts, currencies... amounts, commissions, cross-rates, counterparties, etc. are entered into them... In another table, the results are consolidated.
It is becoming too cumbersome, confusing with many tabs, and the final values do not always match, which leads to exhausting searches for errors.
It is necessary to analyze the current situation, understand the essence, and modernize the table.
It is necessary to be able to write scripts since some data can be imported or manual work can be automated.
It is preferable to be able to understand various interesting things like synchronizing the table with external applications (Telegram, email...) creating a dashboard and displaying results...
It will not be possible to describe all the wishes here; a brief Zoom/Google Meet should be conducted to discuss what is already there, then specify the technical task, and we can open the Safe!
I am waiting for your proposals and examples of work.
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1 day22 USD
1 day22 USD
Good afternoon! 👋
I am ready to help with the optimization of your accounting system in Google Sheets and the automation of processes. I specialize in Google Sheets, App Script, and building dashboards.
🔹 What I offer
Analysis of the current structure – we will conduct a Zoom/Meet, look at how the tables are currently arranged, what the main difficulties are, and where errors most often occur.
Optimization and automation – based on the analysis, I will propose 2 options for modernization:
…
✅ Option 1. Automation within Google Sheets
Unification of structure: a single directory of currencies, banks, and counterparties.
Formulas + App Script: automatic loading of exchange rates, calculation of commissions, reconciliation of totals.
Consolidation in one pivot table or dashboard (for example, Google Data Studio/Looker Studio).
Reduction of the number of tabs, simplification of error searching.
✅ Option 2. Integrations and external automation
Connection to external sources (bank APIs, import from email, synchronization with Telegram).
Automatic sending of notifications about mismatched data or exceeding limits.
Export of results to Google Data Studio for convenient analytics and charts.
Ability to generate reports in PDF and send them via email.
🔹 Example of my work on automation (legal field)
For a law firm, I created a solution for working with documents:
lawyers uploaded files (Word/PDF) to Google Drive;
through App Script, the system automatically extracted key data (case number, counterparty, hearing date);
the data was entered into Google Sheets in a structured format;
then the table automatically generated a calendar of cases for each lawyer and notifications in Telegram about upcoming deadlines;
final reports were built in a dashboard, where the team's workload and progress on each case could be seen.
This approach allowed for a reduction of manual operations by 60–70% and eliminated the human factor in data transfer.
I have experience in business process automation, API integrations, CRM systems, and bots. I can offer an optimal solution tailored to your task (not just code, but the underlying logic). -
2 days33 USD
2 days33 USD
Good afternoon.
I have experience in data consolidation and analytics for cryptocurrency arbitrage business. In general, quite a few bots (which is my specialization) require processing information in Google Sheets using scripts.
I suggest we start by drafting a detailed technical specification.
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3 days111 USD
4461 102 0 3 days111 USD
Good day. I will be happy to help. The necessary experience and skills are available. There are reviews in the profile. Write to me.
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5 days111 USD
964 17 0 5 days111 USD
Good day!
I confidently work with Google Sheets and their automation. I would like to understand the task in a bit more detail. I am indicating the price "off the top of my head," as I have not seen the spreadsheet.
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5 days67 USD
986 12 1 5 days67 USD
I have over 15 years of experience working as an analyst in the field of financial market research for tobacco products. During this time, my main task has been to collect, process, and analyze large datasets, as well as to create structured, readable reports for strategic decision-making. I have worked with multi-level tables, complex financial models, and ensured the accuracy and consistency of data in reports for management and partners.
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12 days267 USD
1322 13 1 12 days267 USD
Hello. I can help with this issue, I have the listed experience and can implement AI if needed.
I would like to discuss the technical specifications in more detail.
Write to me. We can help.
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7 days100 USD
2247 35 0 7 days100 USD
Hello, I have the necessary experience in designing and implementing accounting systems of varying complexity. I am well-versed in financial logic. My technical skills match the task description. Project details are important. Feel free to reach out.
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3 days22 USD
122 2 0 3 days22 USD
Hello, I have extensive experience working with Google Sheets/Excel, specifically in creating calculation/accounting tables using formulas, scripts, and additional programs for data visualization. I cannot provide a preliminary cost; it is necessary to see the scope of work.
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