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PROJECT CASE STUDY

Automated Finance Tracker

A multi-sheet Excel model that connects assets, debts, income, fixed costs, and variable expenses to one decision-ready dashboard.

Excel finance model displayed beside a business dashboard

The challenge

Month-end reconciliation required repeated work across disconnected bookkeeping tabs.

The solution

A structured input-to-dashboard flow automated totals, evaluation logic, and visual summaries.

The outcome

The monthly overview now updates instantly and reduces reconciliation time by roughly 70%.

Automated Finance Tracker | Excelized Projects