Hello! I’m a finance and automation specialist with hands-on experience building automated financial dashboards that help businesses save time, reduce errors, and gain real-time insights.
I specialize in connecting accounting systems like Xero to tools like Google Sheets using Zapier to automate workflows, clean financial data, calculate KPIs, and create dynamic dashboards for reporting and decision-making.
What I Can Do for You:
Xero Integration: Pull invoices, bills, and payments automatically.
Zapier Automation: Build workflows that connect Xero, Google Sheets, and other apps.
Google Sheets Expertise: Clean data using ARRAYFORMULA, QUERY, SUMIFS, FILTER, UNIQUE, IFERROR.
KPI & Dashboard Creation: Total Revenue, Total Cash, Expenses, Net Profit, Revenue Trends, Cash Flow, Expense Charts.
Multi-Currency Handling: Convert currencies automatically for accurate reporting.
Documentation & Handover: Provide step-by-step instructions or Loom walkthroughs for smooth project transfer.
Why Hire Me:
Proven experience in automating financial workflows
Strong attention to detail with financial data accuracy
Clear communicator who can explain technical setups in simple terms
Able to create dashboards that are dynamic, user-friendly, and visually professional
Sample Project:
“Automated Financial Dashboard Using Xero & Zapier”
Pulled real-time data from Xero invoices, payments, and bills
Cleaned and normalized data in Google Sheets
Calculated KPIs and visualized trends with charts
Built a dashboard that automatically updates each month
Tools & Platforms I Use:
Xero | Zapier | Google Sheets | Looker Studio / Google Data Studio | Excel
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