Jet Reports Financial Statements
Budget: $15 – $25 AUD
I need a Jet Reports expert to build a set of automated monthly financial statements directly inside Excel. The workbook must pull live data, generate a clean Trial Balance, and roll that data into a fully linked 3-way model—income statement, balance sheet, and indirect cash-flow statement.
Key expectations
• One-click refresh using Jet functions, no hard-coded numbers
• Period selector that lets me choose any month and instantly updates every schedule
• Clear mapping between the chart of accounts and each line item so I can maintain it myself later
• Well-structured formulas and named ranges so the model is easy to audit and extend
• Brief hand-over note or screen-share recording explaining where the data comes from and how to add new accounts
If you have solid experience producing financial packs with Jet Reports, I’d love to see a sample or hear how you would approach the trial balance and 3-statement roll-up.
Key expectations
• One-click refresh using Jet functions, no hard-coded numbers
• Period selector that lets me choose any month and instantly updates every schedule
• Clear mapping between the chart of accounts and each line item so I can maintain it myself later
• Well-structured formulas and named ranges so the model is easy to audit and extend
• Brief hand-over note or screen-share recording explaining where the data comes from and how to add new accounts
If you have solid experience producing financial packs with Jet Reports, I’d love to see a sample or hear how you would approach the trial balance and 3-statement roll-up.
Related categories:
Visual Basic
Accounting
Excel
Finance
Data Visualization
Data Analysis
Financial Modeling
Automation
Data Management