Excel Power Query Financial Model

@WelcomeClient

Hi There, Ready right now I'm ready to integrate an income statement and balance sheet. I will show you sample for your satisfaction and project accuracy then we will go to start, so please contact me and share more details thanks. Check My Profile: https://www.freelancer.pk/u/WelcomeClient I would like to work on this project and can complete with 100% accuracy within the time frame. https://www.freelancer.pk/projects/excel/business-profit-loss-reporting-excel/reviews https://www.freelancer.pk/projects/data-entry/copy-listings-from-website-another/reviews Thanks, Umer

@ShaikhAneesa

Hi there, I can build your Excel budgeting model with Power Query so the income statement and balance sheet update automatically as new daily financial data flows into the model. The goal will be a robust planning model that reduces manual consolidation while keeping the financial outputs consistent and easy to review. The build starts by mapping your source data, chart of accounts, budgeting assumptions and reporting requirements. Next, Power Query will handle the daily data ingestion, transformation and consolidation, with structured Excel tables and formulas supporting the budgeting logic. The income statement and balance sheet will be linked through a controlled model structure so changes flow consistently across financial statements. I’ll also add validation checks to identify missing, duplicated or inconsistent data before it reaches the final reports. You will receive a dynamic Excel budgeting model, Power Query data pipeline, integrated income statement and balance sheet, daily refresh capability, validation checks and a clean structure that can be maintained and extended. What is your current source for the daily financial data, such as ERP exports, CSV files, accounting software or another Excel workbook? I’m ready to build the model around your actual financial data structure and make the daily refresh process as seamless as possible. Warm Regards, Aneesa.

@ImranAli01

Hello, I went through your project description and understand you need a robust Excel budgeting model using Power Query, integrating an income statement and balance sheet with reliable daily updates. I will first structure the financial model around your existing data sources, budgeting assumptions, chart of accounts, and reporting requirements. Power Query will handle the daily data ingestion, cleaning, transformation, and refresh process, while Excel formulas, structured tables, and financial modelling logic will connect the income statement and balance sheet consistently. I will build validation checks to reconcile key balances and identify missing or inconsistent data during each refresh. The workbook will remain clear and maintainable, with assumptions and reporting outputs separated from the underlying data and transformation layer. I will share a project blueprint within 24–48 hours of being awarded the project, covering the model structure, Power Query workflow, daily refresh process, validation, and reporting outputs. Could you share the current data source and an example of the budget structure you want the model to follow? Let’s build the financial model and daily reporting workflow. Best Regards, Imran

@techplusintl

Hi, I can create a budgeting model on Excel using Power Query to integrate an income statement and balance sheet that updates daily. I have experience in building dynamic financial models that meet specific requirements. It is important to consider the data sources for daily updates, as well as ensuring the model is user-friendly for future adjustments. I recommend using Power Query to automate data import and transformation, which will help in maintaining accuracy and efficiency. To get started, I will need access to any existing financial data you have, as well as your specific requirements for the income statement and balance sheet. Thanks!

@mayr81

As someone with over a decade of experience in data analysis, financial modeling and budgeting, I can assure you I have the exact skills and expertise it takes to build your Excel Power Query Financial Model. My proficiency in Excel and Power Query, combined with my in-depth understanding of financial analysis makes me an ideal candidate for your project. Throughout my career, I have developed complex, dynamic financial models that have helped businesses maintain meticulous budgets and make well-informed financial decisions. What sets me apart from others is my dedication to not just creating the model but ensuring it is efficient and easily understandable for all users. Daily updates of your income statement and balance sheet in real-time will be a breeze after I implement my unique automation techniques. I am more than happy to share some samples of previous work with you to showcase the quality you can expect when working with me. With me on board, you won't just get an accomplished freelancer but a reliable partner committed to your long-term success. Let's start building a sturdy foundation for your financial planning today!

@vw1514518vw

Excel, VBA, Power Query and SQL professional developer, ready to do the required. Sample works and client reviews in links below. Regards https://www.freelancer.com/projects/excel/Excel-Auto-Execute-Macro-Upon/reviews https://www.freelancer.com/projects/excel/Fix-excel-VBA-36198376/reviews https://www.freelancer.com/projects/data-processing/data-processing-use-mail-merge/reviews

@revival786

Greetings! I can build your budgeting model in Excel using Power Query, integrating an income statement and balance sheet with daily updates. I have proficiency in Excel and Power Query, a strong financial modeling and budgeting background, and experience building dynamic models that refresh daily. Happy to share samples of previous work. Thanks, Revival

@mobasherreza10

As an Agency with a multidimensional and detail-oriented approach to software development, AI implementation, engineering, data analysis, and financial modeling, I stand fully equipped to construct the robust budgeting model on Excel you seek. Our proficiency in Power Query would guarantee accurate and efficient integration of your income statement and balance sheet while ensuring daily updates for real-time data insight. In tandem with your requirements, my team and I have built several complex financial models handling budgeting with dynamic daily updates - skills that will not only help us create a tailored solution but also offer the actionable insights you need to make informed financial decisions.

@chiragpipal

⚠️ If you're not happy, you don’t pay. ⚠️ Hi Client, thank you for checking my proposal and sharing the detailed project brief. I can build your budgeting model using Excel and Power Query with a dynamic, robust design. I will deliver: • Comprehensive income statement integration • Daily-updating balance sheet functionality • Automated data input via Power Query • User-friendly dashboard for real-time insights • Error-checking mechanisms for data accuracy You will also receive: • Detailed documentation for model usage • Training session to ensure smooth operation I am confident I can execute your vision professionally and efficiently. Looking forward to discussing timeline and next steps. Best regards, Chirag Pipal.

@caajoys

I can build a robust, flexible Excel budgeting model that integrates the Income Statement and Balance Sheet with a reliable Power Query-driven update process. The model will be structured for easy daily refreshes while keeping the financial logic transparent and maintainable. I have gone through the requirements in detail. I’ll design the budgeting framework, establish linked financial statements, build the required assumptions and calculations, and use Power Query to automate the daily data refresh. I’ll also include validation checks to help ensure the statements remain internally consistent as new data is loaded. Thank you for considering my proposal. I have uploaded samples similar to this project completed by me earlier in my profile. With 10+ years of experience, I am a Chartered Accountant (ICAI) and CPA, with strong expertise in financial modelling, budgeting, forecasting, Advanced Excel, Power Query, financial analysis, and management reporting. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Regular updates related to the project ✅ Timely delivery ✅ 100% commitment to project completion I’m ready to review your existing data structure and build a model that can be refreshed reliably each day.

@BusinessWritings

Hi , ➡️ I read your project description , you want to build a robust budgeting model in Excel using Power Query that integrates an income statement and balance sheet with daily updates? ⏺️ I specialize in crafting dynamic financial models and advanced Power Query workflows that automate data integration. Using my expertise in financial modeling and budgeting, I will develop a professional system that ensures your financial statements update seamlessly every day, providing you with accurate, real-time insights. I can provide samples of my previous high-impact financial models upon request. Regards, Muhammad Sabir

@hassanmustafa01

Hello!⚡ Thank you for posting your Excel Power Query Financial Model project. A budgeting model with a linked income statement and balance sheet that refreshes daily is exactly the kind of finance build I do. I recently built a Power Query budget model pulling daily Xero and bank exports into a 3-way P&L, balance sheet and cash flow. How I'd approach yours: 1. Map your sources (Xero, MYOB, bank CSVs, ERP or SharePoint) and chart of accounts 2. Power Query flows to clean, map and append actuals, refreshed daily in one click or on schedule 3. Driver-based budget inputs by month: revenue, COGS, opex, headcount, capex and loans 4. Linked income statement and balance sheet, with retained earnings and cash flow so it balances 5. Budget vs actual and variance views, with KPI dashboard and charts by month and YTD 6. Error checks, a clean input/calc/output structure and a short guide for your team I'll give you a model you can trust every morning, and make this a success with you. Thanks. Hassan

@Synet

Hi, I will build your budgeting model in Excel by setting up Power Query connections to pull your daily data automatically into your income statement and balance sheet without manual file copies. I will write custom M code to clean and shape the incoming data so the numbers match your exact accounting layout every single day. I will also add a dynamic cash flow projection tab that reads straight from your daily balance sheet changes to flag tight months early. Since you asked to see past work, I will build a small sample of your actual income statement setup first on a test sheet, and you can release the milestone only after you review it. How is your daily data currently stored before it reaches Excel? Best, Salma Noreen

@pvsysgroupinc

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@fintaxs1

Hi, On behalf of FinTax Global Solutions LLC - team of Qualified Chartered Accountant, ACCA, CPA expert in robust budgeting models with Excel + Power Query. We can build a dynamic, daily-updating model integrating Income Statement & Balance Sheet with automated refresh, clean structure, and audit-ready logic. Sample models available. To tailor it perfectly: 1. Where does daily data come from - accounting exports, database, or shared folder files? 2. Should the model auto-refresh on open or via manual trigger? 3. Do you have an existing template to build on? Turnaround for first version within 2-3 days. Let's discuss? Best regards, FinTax Global Solutions LLC

@Microlent

Hello, I am Dr. Rajesh Rolen, PhD in Computer Science & Engineering, with experience of over 20+ years in Data Visualization As a preferred freelancer in the top 1%, I have done 400+ projects here on freelancer.com, I have 4.9 ratings out of 5 on average, which showcases my quality of work and timely delivery. Key Highlights: - Free Hosting Support on the Cloud or any desired platform. - Free 3 months of post-delivery support to ensure that our client doesn’t face any challenges after the launch of the project. - Free Dedicated tester on projects to ensure quality delivery, so clients don’t need to act as a tester. - 10+ Years experience UI/UX team to ensure intuitive UI. Portfolio: https://www.freelancer.com/u/Microlent Please open the chat and send me a message, so we can have a more detailed discussion about the project to give you the project timeline and cost. Thank you for considering my services. I look forward to engaging in a productive conversation and understanding how I can be of assistance in bringing your project to life. Regards Rajesh Rolen

@TidewaterDev

Hello, Adam from New Jersey here. Thank you for the clear brief. A budgeting model that ties the income statement and balance sheet together and refreshes daily is exactly the kind of Excel work I enjoy. The thing that decides whether a three-statement model holds up is that the balance sheet actually balances every day. Net income must flow into retained earnings and cash must tie to the cash flow, so I link the statements through Power Query and a clean calc layer, with a check row that flags the instant assets and liabilities plus equity drift apart. Here is how I'd approach it: 1. Build Power Query to pull and clean your daily source data into one tidy table. 2. Create the budget income statement with actual-versus-budget by day. 3. Build the linked balance sheet, with net income and cash flowing through correctly. 4. Add a balance check and variance view, refreshing with one click or on open. I recently built Power Query financial models with linked statements and daily refresh. Thanks, Adam.

@SyedTaha04

Hi, I’m an Accounting & Finance professional with strong financial modeling experience and CFA Level 1 cleared. I can build a robust Excel budgeting model integrating the Income Statement and Balance Sheet, with a structured Power Query workflow for automated daily updates. I’m experienced with advanced Excel, Power Query, Power Pivot, financial statements, forecasting, budgeting, scenario analysis, and model validation. I can structure the model so new daily data flows into the model cleanly while keeping the statements linked and the outputs management-ready. I’ll also ensure the model is auditable, formula-driven, and easy to maintain rather than simply creating a static budget template. I have several financial modeling samples, including integrated financial statement and forecasting models, that I can share in the chat. Regards, Taha

@rohaansheikh90

Hello, I have over 5 years of experience in Excel, Data Analysis, and Financial Modeling. My name is Rohaan and I specialize in creating dynamic financial models using Excel and Power Query. I have carefully reviewed your project description and understand the requirements for building a budgeting model that integrates an income statement and balance sheet with daily updates. I am a detail-driven freelancer offering expertise in data automation, financial modeling, and data visualization. I can provide a professional solution tailored to your specific needs, ensuring accuracy and reliability in the process. I would love to discuss your project further and share relevant samples of my previous work. Looking forward to connecting with you in chat to explore how I can assist with your Excel Power Query Financial Model project. Regards, Rohaan