My accountant sends scans named scan_0001.pdf etc. I need a script that reads the supplier name and invoice date from each PDF (OCR if necessary), renames files like 2026-03-14_SupplierName.pdf and puts them in month folders. Windows machine. Please include a short how-to.

Paper surveys are scanned as PDFs. Each has 12 tick-box questions and two short written comments. Enter everything into a template I give you. Accuracy matters; I will spot check 10%.

Need someone to categorise bank transactions in QuickBooks, reconcile accounts and send a simple monthly profit/loss summary. About 80 transactions per month. Start with a 3-month catch-up.

Build a 3-year forecast: startup costs, staffing, menu margins, rent, seasonality, break-even and a loan repayment schedule. Inputs on one sheet, clean outputs and two charts. I will provide the numbers I have.

Project overviewWe run a subscription box business and have a spreadsheet of 8,000 customers with signup dates, orders and cancellations. We want to understand why people leave and what we can do about it.What you will deliverA cleaned dataset with a short data-quality noteChurn rate by month, plan ... More

I have three customer lists (CSV and Excel) with duplicates, wrong capitalisation, mixed phone formats and missing emails. I need them merged into one clean file, duplicates removed and a short report on what you changed. About 12,000 rows in total.

We export sales data from our POS every month into Excel. I want a dashboard sheet that updates when I paste new data: sales by product, by store and by week, with top and bottom sellers and a simple trend chart. Please keep formulas readable, no macros if possible, and explain how to use it.

We need help building a financial model and finishing some related finance work in Excel. The job covers creating a well-structured model, organising the financial data and supporting analysis.This is urgent, so please only apply if you can start quickly and deliver accurate, tidy work. Tell me abou ... More

We are a small team and need someone to own our finance work: bookkeeping, accounting, budgeting and reporting. Accurate record-keeping and a good grasp of financial processes are important, and Excel and Word skills are a plus.This is ongoing work. You should be able to manage the tasks independent ... More

We have about 50 subcontractors and need each one to keep a current certificate of insurance on file. Your job is to email them every 2 days until the certificate arrives. If 10 days pass without a reply, tell me who has not responded and I will call them.Keep a running Excel list of subcontractors ... More