Phoenix - Your AI AssistantExcel management accounting pack
- Posted:
- Proposals: 18
- Remote
- #4455705
- Expired
Islamabad 
Description
Experience Level: Intermediate
We are an accountancy firm looking for an experienced freelancer to create a professional, branded management accounts pack in Excel. This will be a one-off project and the pack must work for multiple clients across different industries.
What We Need
An Excel pack that allows us to paste in data (TB, P&L, balance sheet) from any software (Xero, QuickBooks, FreeAgent, Sage). All reports and charts should update automatically.
Required Features
• P&L and Balance Sheet (monthly and quarterly views)
• Quarterly variance analysis
• Core KPIs (e.g., margins, debtor/creditor days, cash runway)
• Charts and visual dashboards
• Commentary boxes for us to add narrative for clients
• Clear input section separate from the report pages
• Branded using our logo and colours
What We Need
An Excel pack that allows us to paste in data (TB, P&L, balance sheet) from any software (Xero, QuickBooks, FreeAgent, Sage). All reports and charts should update automatically.
Required Features
• P&L and Balance Sheet (monthly and quarterly views)
• Quarterly variance analysis
• Core KPIs (e.g., margins, debtor/creditor days, cash runway)
• Charts and visual dashboards
• Commentary boxes for us to add narrative for clients
• Clear input section separate from the report pages
• Branded using our logo and colours
New Proposal
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Are you flexible with budget ? 999 pounds for a web based portal with said features and a customer login portal as well.
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All for £125?
In 4 hours?