You will get Automated Financial Reports Using Claude AI Agent Skills
Project details
Stop piecing together your financial picture from spreadsheets
and bank statements every month. I'll build you an automated
reporting system that does it for you.
You send me your existing files — Excel sales data, invoice
register, PDF bank statement. I build a custom AI reporting
system using Claude Agent Skills that understands your specific
business: your revenue mix, payment terms, seasonal patterns,
and risk thresholds.
Every report includes:
→ Revenue summary with retainer vs project split
→ Cash flow analysis with low-balance alerts
→ Accounts receivable aging and late payer flags
→ RED / YELLOW / GREEN health rating with commentary
→ Delivered as formatted email with PDF attachment
No new software to learn. No changes to how you work.
Works with Excel, CSV, PDF bank statements, QuickBooks
and Xero exports.
What makes this different: the system is built around YOUR
business rules, not a generic template. I spend time
understanding your operations before writing a single line.
Includes a sample report on your own data before you commit
to the full setup.
Best fit: service businesses, agencies, consultancies
with 5–50 employees and no dedicated finance team.
and bank statements every month. I'll build you an automated
reporting system that does it for you.
You send me your existing files — Excel sales data, invoice
register, PDF bank statement. I build a custom AI reporting
system using Claude Agent Skills that understands your specific
business: your revenue mix, payment terms, seasonal patterns,
and risk thresholds.
Every report includes:
→ Revenue summary with retainer vs project split
→ Cash flow analysis with low-balance alerts
→ Accounts receivable aging and late payer flags
→ RED / YELLOW / GREEN health rating with commentary
→ Delivered as formatted email with PDF attachment
No new software to learn. No changes to how you work.
Works with Excel, CSV, PDF bank statements, QuickBooks
and Xero exports.
What makes this different: the system is built around YOUR
business rules, not a generic template. I spend time
understanding your operations before writing a single line.
Includes a sample report on your own data before you commit
to the full setup.
Best fit: service businesses, agencies, consultancies
with 5–50 employees and no dedicated finance team.
AI Algorithms
Large Language Model, Transformer ModelAI Applications
Anomaly Detection, Natural Language Generation, Natural Language Understanding, Time Series AnalysisAI Development Language
PythonAI Models
ChatGPT, GPT-4What's included
| Service Tiers |
Starter
$149
|
Standard
$349
|
Advanced
$599
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
AI Model Integration | |||
Batch Normalization | - | - | - |
Database Integration | - | - | - |
Detailed Code Comments | - | ||
Image Upscaling | - | - | - |
MLOps | - | - | - |
Model Deployment | - | - | - |
Model Documentation | - | ||
Model Monitoring | - | - | |
Model Testing & Optimization | - | - | - |
Model Tuning | - | - | - |
Natural Language Processing | |||
NLP Tokenization | - | - | - |
Pre-Training | - | - | - |
Prompt Engineering | |||
Setup File | - | ||
Source Code | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$50
Additional Revision
+$30
Additional Data Source
(+ 2 Days)
+$75
Quarterly Report Package
+$199
6-months Report Package
+$349Frequently asked questions
2 reviews
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HB
Hossam B.
Mar 11, 2026
Data & AI Consulting
Ahmed is clearly very experienced and knowledgeable. He went the extra mile to deliver what we expected and more. I would re-hire him without a second thought!
EZ
Ezzeddin Z.
Sep 7, 2022
Data Analytics to extract meaningful insights for business growth
Highly recommended
About Ahmed
Data & AI Strategy Consultant
Barcelona, Spain - 11:12 am local time
I help organizations leverage the power of data and AI through the execution of data strategy tailored to each domain, organizational structure, technical readiness and business objectives, including hands-on development and mentoring. My ultimate goal is to ensure organizations achieve a solid ROI from their data applications and AI investments.
Services:
• Assess data for AI readiness
• Provide data & AI strategy advice
• Evaluate AI use-cases
• Develop application prototype
• Develop AI roadmap options
• Analyze ROI for proposed solutions
Experience & Education:
Over the last 12 years, I have been focused on deriving meaning from data with the purpose of helping organizations make decisions based on observed and predicted patterns, using a combination of statistical analysis and domain knowledge across multiple sectors. I have developed practical data science, analytics and machine learning skills through production-level projects including high-impact national projects working with government entities, and leading private sector companies ranging from startups to Fortune 500s.
Prior to my data career, I spent over 10 years in enterprise applications where I helped global organizations transform their operation through the implementation of top tier ERP, CRM and BI applications.
My technical skills range from coding (ex. Python, R, SQL) for ETL and data modelling, machine learning and generative AI to data visualization (ex. PowerBI, Tableau, Looker), presentation and story telling.
I hold a bachelor degree in Economics from the American University in Cairo, an MBA from INSEAD, and certificates and courses in statistical data analysis, data science and machine learning from other leading institutions.
Steps for completing your project
After purchasing the project, send requirements so Ahmed can start the project.
Delivery time starts when Ahmed receives requirements from you.
Ahmed works on your project following the steps below.
Revisions may occur after the delivery date.
Data and business requirements analysis
Review client data files and business requirements
Development
Build custom Claude Agent Skill for client's business rules