You will get monthly expense tracking and a financial summary in Excel
Project details
You will get a clean and reliable monthly expense tracker and a clear financial summary.
This service is designed for freelancers and small businesses who want consistent, accurate numbers without spending hours in Excel every month.
Each month, I will:
✅ Update your spreadsheet with the new transactions
✅ Clean and standardize formats (dates, amounts, currency)
✅ Apply consistent categories
✅ Run quality checks (missing VAT, unclear lines, duplicates)
✅ Deliver a clear summary (totals by category + month)
I do not guess missing or unclear data — anything uncertain is clearly flagged so you stay in control.
The goal is not just a one-time cleanup: it’s a sustainable, easy-to-maintain spreadsheet that stays clean month after month.
This service is designed for freelancers and small businesses who want consistent, accurate numbers without spending hours in Excel every month.
Each month, I will:
✅ Update your spreadsheet with the new transactions
✅ Clean and standardize formats (dates, amounts, currency)
✅ Apply consistent categories
✅ Run quality checks (missing VAT, unclear lines, duplicates)
✅ Deliver a clear summary (totals by category + month)
I do not guess missing or unclear data — anything uncertain is clearly flagged so you stay in control.
The goal is not just a one-time cleanup: it’s a sustainable, easy-to-maintain spreadsheet that stays clean month after month.
Data Tool
Microsoft ExcelWhat's included
| Service Tiers |
Starter
$149
|
Standard
$249
|
Advanced
$349
|
|---|---|---|---|
| Delivery Time | 3 days | 3 days | 4 days |
Number of Revisions | 1 | 2 | 2 |
Number of Pages Mined/Scraped | 1 | 1 | 1 |
Number of Sources Mined/Scraped | 1 | 1 | 1 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$30 - $50
Additional Revision
+$40Frequently asked questions
About Lucas
Excel Automation Specialist | Financial Dashboards & Reporting DAF Exp
Vernet, France - 2:14 pm local time
As a Finance Manager (DAF) and Excel expert, I specialize in transforming messy, fragmented data into clear, automated, and actionable dashboards. Whether you are a small business owner or an entrepreneur, I provide the visibility you need to monitor your performance in real time.
What I bring to the table:
Custom Financial Dashboards: Professional-grade reporting (Excel/Google Sheets) tailored to your specific business KPIs.
Complex Data Automation: I streamline your workflows—from raw exports to final analysis—saving you hours of manual work every week.
Financial Rigor: My background as a DAF ensures that your tools are not just visually appealing, but accurate, reliable, and compliant with best practices.
Actionable Insights: I build dashboards that help you track Cash Flow, Revenue, Margins, and Tax obligations with clarity.
My expertise includes:
Automating recurring reports (URSSAF, Tax, P&L).
Data cleaning and structure optimization.
Interactive KPI visualizations.
Why work with me?
I combine technical Excel/Google Sheets proficiency with a genuine DAF perspective. I don’t just build tables; I build financial management tools designed to help you grow your business.
Let’s streamline your financial reporting. Click "Invite" to discuss your project!
Steps for completing your project
After purchasing the project, send requirements so Lucas can start the project.
Delivery time starts when Lucas receives requirements from you.
Lucas works on your project following the steps below.
Revisions may occur after the delivery date.
Monthly file review & scope confirmation
I review your file, confirm the month scope, and check data quality before updating anything.
Monthly update + cleanup
I add the new transactions and clean formats (dates, numbers, currency) and categories for consistency.