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I’m planning a thorough review of our finance operations so we can cut repetitive manual work, tighten controls, and boost reporting quality. The areas in scope are bookkeeping, management reporting, and tax-compliance activities. Right now everything runs through a single accounting-software stack, but too many tasks still live in spreadsheets or rely on ad-hoc checks. Here’s what I need: • Diagnose current workflows in the accounting platform, mapping every touch point for bookkeeping, reporting, and tax filings. • Benchmark existing controls, then design stronger preventive and detective checks that can live inside the system rather than in side files. • Recommend and, where possible, prototype automations that eliminate manual data entry, improve data integrity, and feed richer dashboards. • Outline a migration and data-validation plan so the improvements roll out smoothly without compromising historical numbers. Acceptance criteria • Clear process maps with pain points flagged. • A control-gap report and an automation roadmap that directly reference reduced effort, cleaner data, and better reporting. • Tested scripts, APIs, or native tool configurations demonstrating at least one of the proposed automations. • A concise handover document so internal staff can maintain the new setup. You’ll be free to suggest best-fit solutions—advanced features in our current accounting software, add-on apps, or lightweight RPA—so long as they align with the goals above and can be justified by measurable time or accuracy gains.
Project ID: 40178096
74 proposals
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Active 3 mos ago
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74 freelancers are bidding on average £404 GBP for this job

As an accounting professional with a strong background in financial analysis and business consulting, the Finance Process Audit & Automation project aligns perfectly with my expertise. My in-depth understanding of accounting processes and data analysis enables me to effectively diagnose your finance workflows, recognize pain points and recommend best-fit solutions tailored to your unique needs. One area where I excel is in designing preventive and detective checks that can live inside your existing system to eliminate human errors and tighten controls. This will not only automate repetitive tasks, but also ensure data integrity and feed richer dashboards for improved reporting quality. Moreover, my proficiency in Excel combined with a keen eye for detail in tax-compliance activities will be invaluable for outlining a migration plan while ensuring historical numbers aren't compromised. With regards to time management, I prioritize punctuality without compromising accuracy. Allow me to use my skills in accounting, Excel, finance, and financial consulting to provide a thorough process audit and automation roadmap that guarantees reduced effort, cleaner data, better reporting and ultimately your satisfaction.
£750 GBP in 7 days
9.0
9.0

With your current financial operations relying primarily on manual work and limited automation, my skills as a data analyst, particularly in terms of accounting and business analysis, can significantly benefit your project. I've had extensive practical experience in streamlining business operations and automating repetitive tasks to improve both accuracy and efficiency. In line with your project's objectives, I'll begin by comprehensively mapping out the current bookkeeping, report generation, and tax filing processes, identifying pain points, and documenting every touchpoint within the existing accounting platform.
£250 GBP in 1 day
7.6
7.6

Drawing from my vast experience in Finance, Accounting and Data Analysis, I believe I am excellently placed to transform your finance operations through an audit and automation process. The importance of a comprehensive workflow analysis cannot be overstated. It provides a bird's-eye view of the pains points in your current system which will inform the design of stronger preventive and detective checks that will reside within the system, reducing manual work and improving controls; an area I'm well acquainted with. My proficiency in Excel & Google Sheets (dashboards, tracking tools, forecasting models and automation tools), Power BI and Tableau (dynamic, interactive and visually appealing dashboards and templates) will ensure I can effectively recommend automations that eradicate the need for manual data entry while improving data integrity. My familiarity with various financial accounting/reporting standards such as IFRS and US GAAP shows my adaptability to different systems - a key skill crucial in your project given its need to leverage existing software. By choosing me for this project, you're not only tapping into my multi-dimensional skills but also my commitment to delivering outstanding results. In addition to offering a free demo, consultancy and limited edition to evaluate before we even start.
£250 GBP in 1 day
7.9
7.9

Hi Abu, Thank you for considering my proposal for the Finance Process Audit & Automation project. With over 8 years of real-world experience and freelance work in Excel, I am well-equipped to assist you with this project. I have carefully reviewed the project requirements and am eager to discuss further details with you. I believe that my expertise in finance processes and automation can help streamline your operations and enhance reporting quality. I would like to connect with you in chat to delve deeper into your project needs and how I can add value to your finance operations. Regards,
£250 GBP in 1 day
7.3
7.3

Yes, I have understood the project that you are looking for and you want a full audit of bookkeeping, reporting, and tax workflows to remove manual work and harden controls inside your accounting system. I will map every end to end process directly inside your accounting stack and document each manual touchpoint and control break. Then I will benchmark existing controls against best practice and redesign preventive and detective checks to live natively in the system. Next I will design and prototype automations using native features APIs or light RPA to remove rekeying and improve data integrity. Finally I will validate historical data, test the automation, and deliver a handover so your team can safely maintain it. One high impact improvement is converting spreadsheet based reconciliations into system driven validation rules that block bad data before posting. Which accounting platform are you using today and does it expose native APIs or automation rules we can leverage immediately?
£500 GBP in 7 days
6.3
6.3

Hi, I am an experienced Associate Member of certified Cost And Management Accountant (ACMA), Financial Analyst and Certified Public Accountant (CPA) having more than 7+ years' experience in finance. I have gone through your project with interest and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing Financial Modelling, Business Analysis, Business Plan, Financial Analysis, Financial Forecasting, Excel, Advance Excel, Visual Basics, Payroll, Data Processing, Data Entry, Finance, Accounting, Financial Research services and serve my more than 3+ years with top rated Audit firm (KPMG) during which I have dealt with a number of clients and provided them extremely satisfied services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advance Excel, Quick Book, Intuit Quick Book ,XERO, Microsoft Dynamic, Enterprise and more. I am a fast learner, problem solver, detail oriented and highly organized. Looking forward to hearing from you soon! Looking forward to hearing from you Best Regards. Zakwan
£500 GBP in 1 day
6.4
6.4

As a seasoned finance professional, I have been involved in countless projects just like yours that involve examining and improving business processes. My skills and experiences as a Chartered Accountant (CA), CPA (US), and ACA-qualified professional directly align with what you're seeking. For almost a decade, I've been dedicated to identifying weaknesses, designing solutions, and implementing strategies to streamline operations, improve data integrity, and enhance reporting quality. Drawing from my experience, I will thoroughly diagnose your current financial workflows while mapping out every touch point in bookkeeping, reporting, and tax filings. Additionally, I will benchmark your existing controls to design stronger checks that reduce manual inteventions and can be easily integrated into your existing system.
£350 GBP in 7 days
6.2
6.2

Hello, I’m an experienced finance-operations specialist who helps teams eliminate manual work, strengthen controls, and elevate reporting quality, and I’d approach your review with a structured, system-first mindset. I will map your current bookkeeping, reporting, and tax workflows inside the accounting platform, identify where spreadsheets and ad-hoc checks create risk or inefficiency, and redesign controls that live natively in the system. From there, I’ll recommend and prototype targeted automations—using existing software features, integrations, or lightweight RPA—backed by clear effort and accuracy gains, and lay out a safe migration and data-validation plan to protect historical numbers. You’ll receive clear process maps, a control-gap and automation roadmap, a working automation example, and a concise handover document so your team can sustain and build on the improvements. Regards, Zafar
£250 GBP in 1 day
6.2
6.2

As a seasoned CPA with over fifteen years of experience, I offer you an incomparable advantage in transforming your finance process. My skill set in financial analysis, tax compliance, and business process improvement aligns perfectly with the objectives of your project. I have honed my abilities not just through time but also through adapting to various roles, such as external and internal auditor, tax professional, and business analyst. Hence, I understand the facets of your current financial operations and can recommend and implement tailor-made solutions that cut repetitive work and boost reporting quality. Importantly, optimizing your processes would be more than just a box-ticking exercise for me - it’s about ensuring a secure financial foundation for your company. My unwavering commitment to accuracy and excellence will guarantee that your new workflows are designed with foolproof preventive and detective checks. I am well versed in choosing advanced features within existing accounting software or recommending compatible add-on apps to ensure a smooth migration while boosting efficiency. But don't take my word for it; let my track record speak for itself. Over the years, I have consistently delivered impactful results that enhance operational performance and mitigate risks. I assure you utmost transparency throughout the project – from pain point maps to full handover documents – so your internal staff can maintain the new setup seamlessly.
£750 GBP in 30 days
5.8
5.8

With over 6 years of experience in web development using Node.js, React, and PHP, I am confident in my ability to streamline your finance operations. I have successfully automated Excel tasks and integrated accounting software in previous projects. I will thoroughly review your workflows, design stronger controls, prototype automations, and ensure a smooth migration process. My clear process maps, control-gap report, tested scripts, and concise handover document will guarantee improved efficiency and reporting quality. Let's work together to achieve your goals and make your finance operations more efficient.
£345 GBP in 7 days
5.5
5.5

With my extensive experience and proven track record in Business Analysis and AI Freelancing, I am confidently suited for your Finance Process Audit and Automation project. Take advantage of my skills in crafting clear process maps, benchmarking, designing preventive checks, identifying automation needs, and mapping out migration plans. Apart from these specialized skills, my ability to identify pain points that need addressing within the workflow will prove invaluable in improving your current financial operations. As an analytical thinker with a passion for going beyond the surface, I am committed to understanding your unique needs and suggesting best-fit solutions. My diverse writing expertise across Marketing, Business, Accounting & Finance will assist me in outlining concise handover documents to guarantee the transfer of knowledge and maintainability of the new setup by your internal team members.
£250 GBP in 1 day
5.7
5.7

My name is Rabia Faisal, I am working in the writing industry since 2011. During this time, I have served countless clients with a full amount of satisfaction by providing them with TOP Quality Solutions. I have command of all references APA, Harvard, IEEE, MLA & Chicago, etc. I will provide plagiarism-free work with 100 percent accurate grammar within your given deadline. Please message me to get Top Class Services. I am waiting; https://www.freelancer.com/u/TopWritingGuru
£250 GBP in 1 day
5.4
5.4

My name is "Usama Safdar" and I am a Ph.D degree holder which means I am highly-capable to tackle this project "Content Editor " with 100 percent accuracy. I am a professional writer with over 6 years of experience in writing; Essays, Research Summaries, Thesis, Dissertation, Lab Reports and Case Studies. I always provide High-Quality Solutions within the shortest possible time with all instructions followed against very reasonable prices. I can manage works even with shortest deadlines like; "2500 words work in just 6 Hours" with very reasonable time. As a pro academic writer I am also familiar with all the referencing styles; such as APA, Harvard, OSCOLA, IEE, MLA etc. I always provide plagiarism-free solutions and as a prove I also provide "FREE Turnitin reports". For Samples, please visit my profile https://www.freelancer.com/u/SolutionMart Please message me to start the discussion. Thank You
£250 GBP in 1 day
5.2
5.2

Hello there, With extensive experience in statistical and predictive analytics, My proficiency in SPSS combined with my programming skills in Python will not only ensure an effective data analysis but also allow for flexibility and automation, optimizing efficiency throughout the process. Throughout my career, I have consistently proven my problem-solving mindset transforming complex datasets into clear and actionable insights that clients can use to drive their business forward. Data cleaning and transformation is an often-overlooked area of importance; however, it's where precise analysis begins. My vast experience in this area ensures thorough sorting of your data for accurate analysis - leaving no stone unturned. Lastly, I recognize that clear communication is vital to successful project completion. I assure you of my commitment in communicating regularly and effectively throughout this project, leaving no room for ambiguities. Trusting me with this project will not just avail you of a qualified individual but also someone who is dedicated in leveraging their knowledge and experience for unparalleled client satisfaction.
£250 GBP in 2 days
5.2
5.2

Hello Abu S., I understand that you are looking to conduct a comprehensive audit and automate finance processes to streamline operations and enhance reporting quality. My expertise in Business Analysis will be instrumental in diagnosing current workflows, designing stronger controls, and recommending automation solutions to eliminate manual tasks. I will meticulously map out existing processes, identify pain points, and propose solutions that align with your goals of reducing manual work and improving data integrity. Throughout the project, I will ensure effective communication to keep you informed of progress and gather feedback for continuous improvement. I am confident that my skills and experience in Business Analysis will add value to this project, and I am excited about the opportunity to work with you on this initiative. Best regards,
£500 GBP in 7 days
5.0
5.0

Hi, My name is Faisal, and I bring over seven years of experience in finance operations, specializing in optimizing workflows for improved efficiency and accuracy. I am confident that, through a meticulous assessment of your current processes, I will effectively diagnose touchpoints in your accounting platform and identify pain points. My focus will be on strengthening controls and designing robust preventive measures, ensuring that all recommendations are seamlessly integrated into the workflow, thereby reducing reliance on manual tasks and ensuring compliance. Throughout the project, I will maintain clear communication, providing regular updates and adhering to agreed-upon timelines. By outlining a comprehensive migration and data-validation plan, I will ensure a smooth transition to the enhanced system without jeopardizing existing historical data. My deliverables will include detailed process maps, a control-gap report, and tested prototypes for automation that will lead to cleaner data and improved reporting quality, all tailored to meet the specific goals you've set. I am excited to partner with you to bring tangible improvements to your finance operations.
£500 GBP in 7 days
4.8
4.8

Hi, I can help you review, streamline, and automate your finance operations to reduce manual work, strengthen controls, and improve reporting quality. I’ve done this type of process-mapping and automation work many times before, working directly with accounting systems, spreadsheets, and reporting layers to move controls and logic inside the platform rather than in side files. How I’ll approach it: Map end-to-end workflows for bookkeeping, management reporting, and tax compliance Identify pain points, control gaps, and manual touchpoints Design preventive and detective controls embedded in the system Recommend and prototype automations (native features, APIs, or light RPA) Build a migration + data validation plan to protect historical accuracy Deliverables: Clear process maps with flagged risks and inefficiencies Control-gap analysis + automation roadmap with measurable impact A working automation/prototype (script or configuration) Concise handover guide for internal teams I work with both professionalism and speed and can start immediately. Best regards, Beishoy
£600 GBP in 5 days
4.7
4.7

With over 15 years of experience as an accountant and CFO, I have developed a unique skill set that aligns perfectly with your project needs. As a QuickBooks ProAdvisor, I possess in-depth expertise in bookkeeping, reconciliation, and tax compliance—all key areas for your finance process audit. My not only extensive experience but also my precision and speed in this field make me the perfect candidate for this job. One of my notable strengths is my ability to diagnose existing workflows and identify areas for improvement—something you have clearly highlighted in your project description. I consistently optimize processes by merging efforts into accounting software stacks where possible, and I'm confident I can do the same for your business. I would be more than happy to provide you with clear process maps, a control-gap report, and an automation roadmap that will directly reference reduced effort, cleaner data, and better reporting. Additionally, as an added bonus for choosing me as your consultant, I will provide a 1-year FREE subscription to QuickBooks Online setup which could undoubtedly enhance the effectiveness of any solutions we implement. Let's team up and revolutionize your finance operations!
£500 GBP in 7 days
4.8
4.8

Hi there, I am a Data Scientist, a professional responsible for providing comprehensive finance and accounting services tailored to meet your organization's operational and strategic needs. My approach combines industry best practices with a deep understanding of financial regulations and performance management to deliver accurate, timely, and transparent financial reporting. I offer end-to-end solutions, including accounts payable and receivable management, general ledger maintenance, budgeting and forecasting, payroll processing, tax compliance, and financial analysis. Leveraging a skilled team and modern financial tools, my aim to improve efficiency, ensure compliance, and support data-driven decision-making, all while reducing operational costs and risks. Also entrusting your sales data with someone who values precision and confidentiality. Let's begin working together on this valuable project to deliver lasting results that will positively impact your business. Thanks Gdev
£500 GBP in 7 days
5.0
5.0

Hello, I am a CPA and seasoned auditor. I hereby express interest interest in your project which fits my skills and experience in accounting, finance, taxation and auditing. Kindly engage I undertake to perform system and financial documents review inaccordance to GAAP, IFRS, ISA and HMRC requirements. Best regards, CPA Stephen
£500 GBP in 7 days
5.0
5.0

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