Automate Excel Financial Reports

I maintain several Excel files that currently require a lot of manual copying, pasting, and formula tweaking to produce my monthly financial statements. I need that entire routine turned into a one-click process that builds clean, print-ready Profit & Loss, Balance Sheet, and Cash-Flow reports as soon as the raw data is dropped into the workbook.

The core of the job is report generation—no data entry or deep analytics—just reliable automation. Whether you prefer VBA, Power Query, Office Scripts, or a mix of pivot tables and dynamic arrays, I’m flexible as long as the final output mirrors my existing templates and can be refreshed instantly.

Deliverables
• A fully documented macro / query / script that consolidates the source sheets and generates the three financial reports.
• Automatic export of each report to PDF, saved in a date-stamped folder.
• Brief hand-off notes or a screen-share walkthrough so I can adjust data sources later.

Acceptance Criteria
– Running the automation produces reports identical to my current manual versions.
– Refresh completes in under one minute on Office 365 (Windows).
– No hard-coded file paths; everything should work when the workbook is moved.

The sooner this is ready, the better—I’m aiming for a first workable draft within the next 48 hours, with final tweaks wrapped up immediately after. If you can pull that off, let’s get started.