AI-Assisted Financial Reporting MVP (2 ERPs → Reports + Presentations)

Posted yesterday

Worldwide

Summary

PROJECT OVERVIEW We are building an MVP of an internal system that automatically collects financial data from TWO ERP systems, consolidates and validates it, and generates reports (Excel/PDF) and PowerPoint presentations. A lightweight AI layer is used ONLY for written commentary and a simple "ask your data" chat — never for calculations. This is a focused MVP, not a full platform. SCOPE (MVP) 1. Data ingestion from 2 ERP systems into one clean, structured dataset 2. Validation / reconciliation and aggregation according to our financial rules (deterministic) 3. Auto-generated Excel and PDF reports 4. Auto-generated PowerPoint presentations from the same data 5. Optional: LLM layer for text summaries + a basic chat to query the consolidated data OUT OF SCOPE (for now) Mobile/desktop apps, multi-tenant infrastructure, multilingual setup, per-record memory. TECH EXPECTATIONS - Python (pandas, openpyxl, python-pptx or similar) - All numeric processing must be deterministic — no LLM-generated numbers - Clean, documented, maintainable code, handed over fully to us DATA SECURITY & LICENSING - Development on ANONYMIZED / dummy data with the same structure; we connect real data at the end - Solution must run locally in our environment, not on your servers - If an external AI API is used, data must NOT be used for training (explain how you ensure this) - Only licensed software and libraries with commercial-use rights - NDA required WHAT WE PROVIDE - Anonymized sample exports from both ERP systems - Field/table mapping and our reporting rules - Templates for the target reports and presentation PROCESS - Start with a small PAID test task (one ERP, one report) before the full contract TO APPLY, PLEASE TELL US - 2–3 examples of similar data-automation / reporting work you've built - Which ERPs you've worked with - How you'd handle data confidentiality - Rough estimate and timeline

  • $100.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type

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Skills and Expertise
Mandatory skills
Python
Data Analysis
Presentations
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:yesterday
  • Interviewing:
    1
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Aug 19, 2026
  • Georgia
    10:11 AM

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