Excel-to-CSV Finance Automation - 24/02/2024 14:57 EST
Budget: $250 – $750 USD
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.
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.