Xero/MYOB AI Financial Analysis Automation
Budget: $1,500 – $3,000 NZD
I need a proficient developer to design an AI automation using Microsoft Flow (or other), that integrates with Xero and MYOB. The purpose of the automation is to extract key financial data and conduct comprehensive analysis, followed by presenting the findings in a PDF or dashboard style layout.
The crucial data points I want the AI to evaluate entail:
- Revenue trends
- Operating expenses
- Cash flow statements
- GP Margins
- Net Profit Margins
- Wages as a % of Sales
- Total Expenses as a % of Sales
Additionally, the application should be capable of offering recommendations for improving profits based on this analysis. Also required to be able to analyse and compare prior period data.
I want the automation to be able to run on annual accounts initially and then monthly.
The ideal freelancer for this project is adept at using Microsoft Flow or similar, familiar with Xero & MOYB's API, and has an understanding of financial metrics and reporting. They should also possess skills in AI and data analysis, and be able to transform complex financial data into easy-to-comprehend visual presentations.
The crucial data points I want the AI to evaluate entail:
- Revenue trends
- Operating expenses
- Cash flow statements
- GP Margins
- Net Profit Margins
- Wages as a % of Sales
- Total Expenses as a % of Sales
Additionally, the application should be capable of offering recommendations for improving profits based on this analysis. Also required to be able to analyse and compare prior period data.
I want the automation to be able to run on annual accounts initially and then monthly.
The ideal freelancer for this project is adept at using Microsoft Flow or similar, familiar with Xero & MOYB's API, and has an understanding of financial metrics and reporting. They should also possess skills in AI and data analysis, and be able to transform complex financial data into easy-to-comprehend visual presentations.