Automate Monthly Financial Word Reports
Budget: ₹600 – ₹1,500 INR
I need my monthly financial data pulled straight from our existing database, shaped in Excel as needed, and then pushed into a Word template that becomes a polished, ready-to-send report with a single click. Manual copy-paste is eating too much time, so the entire flow—data extraction, calculations, charts, narrative sections, and final Word formatting—has to run automatically.
Here is what I have in mind:
• A script or macro (VBA, Power Query, or another reliable method) that connects securely to the database, refreshes the figures, and performs any required summarising or pivoting in Excel.
• An automated mail-merge or Word object model routine that transfers those refreshed numbers, tables, and visuals into a branded Word document.
• Error handling and clear prompts so anyone on the team can trigger the process without digging into code.
Deliverables will be the working automation files, the Word template, and brief hand-off notes so we can adjust field mappings or add new sections later.
If this workflow is something you have tackled before, please let me know how you would approach the database connection and the Excel-to-Word transition, plus an estimated turnaround time for a first working version.
Here is what I have in mind:
• A script or macro (VBA, Power Query, or another reliable method) that connects securely to the database, refreshes the figures, and performs any required summarising or pivoting in Excel.
• An automated mail-merge or Word object model routine that transfers those refreshed numbers, tables, and visuals into a branded Word document.
• Error handling and clear prompts so anyone on the team can trigger the process without digging into code.
Deliverables will be the working automation files, the Word template, and brief hand-off notes so we can adjust field mappings or add new sections later.
If this workflow is something you have tackled before, please let me know how you would approach the database connection and the Excel-to-Word transition, plus an estimated turnaround time for a first working version.