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Rechnungsprüfung – Prüfen von Eingangsrechnungen auf sachliche Richtigkeit inkl. Freigaben Rechnungsstellung – Erstellung und Versand von Ausgangsrechnungen Prozessmanagement – Mitarbeit und Teilprojektleitung bei der Einführung neuer Tools und Prozesse im Rechnungswesen Schnittstellenmanagement – Abstimmung mit der Verwaltung (zu Themen wie Reisekosten, Zeiterfassung, Forecast, Liquidität) Controlling-Vorbereitung – Koordination und Dokumentation von monatlichen Statistiken, Reports und Aufstellungen Das zeichnet Dich aus: Hintergrund – Abgeschlossene kaufmännische Ausbildung oder vergleichbare Qualifikation Erfahrung – Berufserfahrung im Rechnungswesen, idealerweise im Bereich IT-Dienstleistungen oder Projektgeschäf...
Ordering and invoicing system We would like to have an ordering and invoicing program programmed. This is intended to be used online by various users on a web basis. To do this, roles must be created. One or more admin roles that are allowed to do everything. There is also the User role. This role should only be allowed to print and send orders. There should also be the role of field sales representative. This role can deliver products directly to the customer site. There is also the role of the inside sales representative. More on this later. The software should be hosted by a web host. Our customers send orders electronically in EDIFACT format. These orders contain an order number, different delivery points, each of which has its own GLN (customer number), different i...
...page to capture express logistics orders efficiently. The landing page should streamline the submission process for my clients requiring freight services. Here's what I need: - Language support for both German and English. - A form to collect sender information, recipient details, and the type of logistics order. - Integration of multiple payment methods: credit card, PayPal, bank transfer, and invoicing options. Ideal candidate skills: - Proficiency in web development and design. - Experience with multilingual website creation. - Knowledge of payment gateway integration. I'm eager to collaborate with a freelancer who can blend functionality with user-friendly design to ensure a smooth experience for our customers. Entwickelt werden soll eine Landingpage auf welche...
Hello and thank you, can you do a 15sec to 30 sec video. It should be like this: Scene 1: [Scene transition: Busy Mechanic (can be also a craftsmen) is stressed and piles up invoices] Voiceover: “No time to write invoices?” In German „Keine Zeit um Rechnungen zu schreiben?“ Scene 2: [Scene transition: The same person discovers the Recordo app] Voiceover: “Meet Recordo – your invoicing solution!” German: „Kein Problem dank der Recordo App“ Scene 3: [Scene transition: Person interacts with the app] Person: “I just finished a job…” German „Ich habe gerade eine Stunde für Herr Müller…!“ Scene 4: [Scene transition: Recordo app automatically generates the invoice] Voiceover: &ldqu...
Wir suchen kurzfristig einen Interim Senior Controller im Zuge einer Vakanzüberbrückung für folgende Aufgaben Cash Planung und Management Monatsabschlüsse Soll-Ist Vergleiche Business support for invoicing, collection, new deals Budgetplanung Wir sind ein innovatives StartUp im Bereich Smart Building Technologies. Remote Arbeit ist möglich.
...the visited pages in the partner system - Sales Statistics - Commission Statistics (unconfirmed, confirmed, canceled) - cashback - request - link - Withdrawal request - Shop Reviews Function - Product Reviews Function - Invite friends function Admin: - Management affiliate networks - Managing partner shops - Membership management - Billing system with PDF invoicing via withdrawal request In principle, all sales commissions must (confirmed - waiting - canceled) leads / sales clearly the respective member can be assigned. Basically, we are interested in a long-term cooperation on the future development of the project....
We are looking for an expert who will create an Excel-based file for us for invoicing subscriptions, including printing in PDF and outputting all invoices for a period as .csv for uploading to DATEV
...stores that are also search engine optimized from the start + Social media integration (Facebook, Twitter, Instagram, Pinterest and Co.) by arrangement + Preparing the store for the live phase + Data entry + Equipping of the store with basic content (texts & images) which provide the system structure + Pictures and texts must be available from the customer in digital form + Order processing (invoicing, credit notes, etc.) as well as payment reconciliation and merchandise management via Template System + Shutdown of the store orders depending on the time of day (closed order process) + Allows simple DATEV exports for your tax advisor and also exports for controlling/monitoring + Lenading pages + Logo / Cooperate Identity + unique CI with individual logo + Newsletter integra...
...the visited pages in the partner system - Sales Statistics - Commission Statistics (unconfirmed, confirmed, canceled) - cashback - request - link - Withdrawal request - Shop Reviews Function - Product Reviews Function - Invite friends function Admin: - Management affiliate networks - Managing partner shops - Membership management - Billing system with PDF invoicing via withdrawal request ...
...the visited pages in the partner system - Sales Statistics - Commission Statistics (unconfirmed, confirmed, canceled) - cashback - request - link - Withdrawal request - Shop Reviews Function - Product Reviews Function - Invite friends function Admin: - Management affiliate networks - Managing partner shops - Membership management - Billing system with PDF invoicing via withdrawal request In principle, all sales commissions must (confirmed - waiting - canceled) leads / sales clearly the respective member can be assigned. Basically, we are interested in a long-term cooperation on the future development of the project....
Eine Software zum Inserieren und Suchen von Dienstleistungen in verschiedenen geografischen Räumen ist vorhanden und sucht nach weiteren Kunden. Zur Unterstützung der Verkaufsteams suchen wir einen Vermittler / Verkäufer...suchen wir einen Vermittler / Verkäufer auf Provisionsbasis (100 - 300 €). Funktionsumfang der Anwendung: - Registrierung als Dienstleister - Inserierung der eigenen Dienstleistungen und internere Marketing-Plattform - Gäste können alle Anbieter nach den eigenen Bedürfnissen durchsuchen (Auf Regionen vorselektierbar) - Mehrsprachige Anpassung nach Kundenbedürfnissen - Anbindung an externe CRM/Invoicing-Tools - Internes Buchungsmanagement Bei Interesse bitte ich um eine kurze Rückmeldung mit Ideen zum Absatz. Weit...
...early-stage entrepreneurs and I’d like you to create them for me, ready to duplicate in a single click. The anchor of the pack is a CRM with AI-generated notes. It must handle client management smoothly, automate recurring tasks, and surface clear reporting and analytics out of the box. Beyond the CRM, I also need companion templates for client proposals, project dashboards, and automated invoicing so users can manage an entire engagement from first contact through payment without leaving Notion. Every page has to feel intuitive on both desktop and mobile, include sensible databases, filtered views, and if-this-then-that style automations (Notion native or via built-in AI actions). Charts for income vs. expense, a 30-day content calendar, and a library of roughly 500 pr...
The goal is to build a WhatsApp bot that delivers automated responses focused on invoicing. When a user sends a specific keyword or command, the bot should connect to my invoicing API, generate a new invoice, verify the user’s account / order details, and immediately send the finished document back through the same chat. After delivery, it must keep listening so the user can ask for status updates; the bot will query the API and reply with the current state of that invoice. I will supply full API documentation, authentication keys, and message templates for greetings and confirmations. Preferred tech stacks are Node.js or Python together with the official WhatsApp Business Cloud API or Twilio’s Conversations API, but I’m open to alternatives if you have pro...
...accurate records in Microsoft Dynamics Business Central Supporting logistics and shipment documentation Communicating with suppliers and customers General administrative and financial support Requirements: Proven experience in an administrative role (preferably in a trading company) Hands-on experience with Microsoft Dynamics 365 Business Central Strong understanding of order processing and invoicing Good organizational skills and attention to detail Fluent in English (written and spoken) Proactive, independent, and reliable Nice to Have: Experience in international trade or commodities Basic financial/accounting knowledge Experience with logistics documentation Project Details: Remote position Part-time or full-time (to be discussed) Long-term cooperation prefe...
I'm looking for an automation tool that can handle both recurring and one-time invoices. The tool should integrate with Xero and have the capability to read emails and post into Xero. Key requirements: - Automate both recurring and one-time invoices - Integration with Xero - Email reading and posting functionality Ideal skills and experience: - Experience with Xero and invoicing automation - Proficiency in setting up email integration - Strong understanding of accounting software integrations
I’m ready to replace the patchwork of spreadsheets and standalone tools we currently use with a single, fully-integrated hospital management solution that works for both my main hospital and our satellite clinics. Please build a system that includes the following core modules: • Patient Management • Inventory Management • Billing and Invoicing The software must recognise three distinct user roles—Administrator, Doctor and Nurse—each with the appropriate permissions, dashboards and reporting views. I need to run the application seamlessly on Desktop, Mobile and Web so staff can switch devices without losing functionality. A unified database, real-time syncing and secure log-in are essential. Typical day-to-day tasks such as admitting...
I have a site that I'm needing to switch developers on. It's a travel s...- Creating a shop for the site - Adding customization features for the tours/experiences - Modifying the animations on the map (current map is MapLibre, I want it to aesthetically match previously used maps from MapBox API) - Minor cosmetic modifications for some of the pages on the site - Changes to the way the blog functions - Dashboard updates - mostly functional modifications, like adding invoicing capabilities, etc. The site will be managed by me, and so all modifications will need to be manageable by me at the end of the project. If you're interested, please let me know. I need to complete this soon, so that I can begin uploading my own content/products/services to the site within the ne...
I run a growing prop...of the site conditions and prepare a short summary report that can be shared with the client. The ideal person will be: • Well organised and reliable • Comfortable speaking with clients professionally • Familiar with construction or property maintenance projects • Able to write clear quotations and simple reports • Comfortable working with tools such as Google Drive, Excel and basic quoting/invoicing software This role will start on a freelance basis and can grow into regular ongoing work as the business continues to expand. When applying, please include: • Any relevant experience in construction admin, estimating or project coordination • Examples of similar work if available • Your availability and hourly rate Lo...
Role Overview Position: Operational Lead (Systems & Integration) - ZOHO, Hub Spot, Google, M365, API Experience: 2–3 years in professional services or IT operations Focus: Managing business systems, workflow automation, and cross-platform integration to drive efficiency. Core Technical Responsibilities Platform Management: Lead administration and integration for Zoho Suite (CRM, invoicing, billing), Google Workspace, and Microsoft 365. Workflow Automation: Design and implement automated workflows using tools like Zapier, Make, or native APIs (e.g., converting Google Forms to PDFs). Digital Infrastructure: Oversee domain hosting, WordPress updates, and website optimization; manage Google Search Console. Reporting & Insights: Develop management dashboards and operationa...
...professional email correspondence. Strong organizational and time management skills. Ability to multitask in a fast-paced environment. High attention to detail with minimal supervision required. Preferred Qualifications Previous experience in an admin field, art gallery, creative business, or luxury retail environment. Familiarity with art inventory management systems. Basic knowledge of invoicing and bookkeeping procedures. Understanding of art terminology and gallery operations. Social media caption drafting experience is a plus. Compensation & Benefits Competitive hourly wage or salary (based on experience). Professional development opportunities within the arts industry. Creative and inspiring work environment. Opportunity to grow into expanded administrati...
...streamline lead gen and follow-up - Assist with AI-powered sourcing techniques to identify passive candidates - Stay current on new AI productivity tools and recommend improvements to our processes **Administrative & Operations (30%)** - Schedule meetings, manage calendars, and coordinate interviews between candidates and clients - Prepare candidate submittal packets and formatting - Handle invoicing support, data entry, and document management - Support LinkedIn content posting and engagement (like, comment, share on schedule) - Compile weekly activity reports and KPI dashboards ----- ## What We’re Looking For **Must-Haves:** - 2+ years of virtual assistant experience supporting a recruiting, staffing, or sales-driven business - Hands-on experience with business ...
...migrated smoothly. If it makes sense, you can also fold in my existing Mobisite subscription. • Two web forms—Contact and Order—feeding straight into Dynamics 365 so every submission becomes a lead or case automatically. • An AI agent powered by Dynamics that handles customer support, answers sales inquiries, and runs light data analysis on incoming queries. • Full enablement of Dynamics 365 invoicing, support, sales, and marketing modules so I can operate on a pay-as-you-go basis. • Integration with MCP feeds from our vendors plus any other SaaS apps that will streamline the flow of data. You’re welcome to leverage Power Pages, Power Automate, Logic Apps, or any other native connectors to keep everything clean and future-proof. My p...
I need an expert to set up Jobber for my business, including workflow automation and custom reporting. Key Requirements: - Initial setup of Jobber - Workflow automation to streamline operations - Custom reports including: - Client details and history - Job statuses and progress - Financial summaries and invoicing Ideal Skills and Experience: - Proven experience with Jobber - Strong understanding of workflow automation - Expertise in creating custom reports - Familiarity with accounting software, CRM systems, and scheduling tools for potential integration
...integration ERP / CRM systems Backend architecture & scalability Clean frontend dashboard development This will start as an MVP but is designed to scale into a production SaaS platform. We need to build a browser-based business dashboard that includes: 1️⃣ CRM Module Lead & customer management Sales pipeline tracking Task automation Email integration AI-based lead scoring 2️⃣ ERP Module Sales & invoicing management Budget tracking (XLS import + parsing) Inventory management Role-based access control Reporting dashboard 3️⃣ AI Features Predictive sales forecasting Customer behavior scoring AI-driven task recommendations Document auto-classification Basic chatbot assistant inside dashboard Flexible depending on expertise and architecture proposal. We are looking fo...
Each month I close my books in Xero and need a skilled set of eyes to make sure ever...summary shows zero outstanding discrepancies at month-end. I already handle bank feeds and expense tracking, so your focus stays squarely on the invoicing side. Deliverables each month: • A fully reconciled Accounts Receivable ledger in Xero • A brief summary of any issues found, the fixes applied, and suggestions to prevent repeats • Confirmation report that all customer payments tie back to invoices and the bank feed Accuracy and timely turnaround are key; ideally the work is complete within five business days of month close so financial statements can be produced without delay. If you know Xero inside out and enjoy bringing order to invoicing chaos, this will be a ...
Six years ago I released a small Android billing application; today all I have left is the signed APK. The original source code is gone, so I need a developer who can either clean-decompile the APK or, if that proves impractical, rebuild the project from scratch in the latest Android Studio while matching the existing workflow. Core workflow to preserve – billing and invoicing, – customer management, and – reporting and analytics. On top of that I want to add inventory management and a secure user-authentication layer. I have not fixed a login method yet, so you are free to recommend email/password, biometric, social sign-in or any modern alternative that fits the current Google Play guidelines. I will provide the live APK and a short screen-capture show...
...Specialist (Part-Time / Full-Time) We are looking for a hands-on Accounting Operations Specialist to support day-to-day financial activities across Accounts Receivable, Accounts Payable, and Sales Administration. This role plays a key part in ensuring accurate billing, timely collections, clean vendor processing, and reliable financial reporting. Key Responsibilities Accounts Receivable Manage invoicing, payment posting, and collections Oversee installment plans and monitor customer payment schedules Prepare AR aging reports and support collection follow-ups Resolve billing discrepancies with Sales Administration Accounts Payable Process vendor invoices in SAP (correct GL and cost center coding) Manage vendor reconciliations and payment cycles Reconcile AMEX and marketing-re...
We are a construction business based in the Illawarra region, NSW (Australia) called Illawarra Bricklaying & Construction. We are looking for an experienced Xero specialist to fully customise our quoting and invoicing system. This is NOT basic setup — we want a clean, professional, trade-specific system built that suits how construction jobs actually run. Scope of work includes: • Custom Quote Template built inside Xero • Custom Invoice Template built inside Xero • Progress claim / staged invoice capability • Variations / extras structure • Clear labour vs materials breakdown • Professional branded layout (construction style) • Ability to match real job costing structure We want: • Quotes that look professional an...
Project Name: Custom Contractor Management System (Replace Tradify) Project Type: Full custom web + mobile application Overview: We are building a full contractor management system to manage engineers, subcontractors, jobs, timesheets, invoicing, GPS tracking, and reporting. The system must be scalable (currently 9 engineers, future 500+), secure, GDPR-compliant, and integrate with Sage first and Xero later. We need a freelancer (or small team) to develop both backend + frontend, mobile apps, and database according to detailed specifications. ⸻ 1️⃣ Key Features / Requirements A) Web Dashboard (Managers/Admins/Accountants) • Job management (create, assign, track status, attach files/photos) • Subcontractor management (assign jobs, track jobs, generate POs, track inv...
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...Alerts triggered for delays or route deviations 7) Delivery Confirmation At delivery: GPS verifies arrival Driver uploads POD, BOL, photos, receipts Dispatcher validates documents Customer confirms receipt Load status: Delivered — Awaiting Invoice 8) Operations Quality Control Documentation reviewed for accuracy Issues flagged for investigation Cleared shipments sent to Accounting 9) Invoicing & Payment System: Generates customer invoice Tracks payment status (Invoiced → Pending → Paid) Sends reminders for overdue invoices Carrier payment issued after customer payment clears 10) Automated Record Compilation TMS compiles a complete shipment file including: Quotes Contracts Documents Photos GPS logs Communications Invoices Serves as a ...
We are looking to build an AI-driven business operations system that automates invoicing, logistics, inventory, CRM, marketing, and executive analytics for a trading/manufacturing company. The goal is to replace multiple disconnected tools with one intelligent system that can both execute workflows and answer business queries in natural language. This is a serious, long-term project. We are looking for experienced developers or a small team with strong backend and AI integration experience. Core Features Required The system must support the following: Invoice generation (GST compliant) E-Way Bill generation based on invoices Packing list generation (optional per order) Inventory management (stock tracking, updates, adjustments) Inventory analytics (aging stock, fast/slow-moving...
...knowledgeable MyFactory professional to walk a small team (already at an intermediate level) through the Accounting module in a total of about six hours, delivered in clear English even though the system interface is in German. We want the sessions to be live and interactive, preferably on Zoom or Teams, scheduled in two or three blocks that suit Central-European working hours. The focus areas are: • Invoicing (outgoing and incoming) • Financial reporting with MyFactory’s built-in tools • Processing incoming invoices, including accruals, provisions and related housekeeping steps During each session please demonstrate the relevant screens, explain best-practice workflows and answer ad-hoc questions so that participants can immediately apply what they l...
...procurement activities to ensure the reliable supply and cost efficiency. What will you do: - Establish and maintain reliable sources of supply to ensure timely procurement of all assigned goods, materials, and services. - Manage the entire lifecycle of sourcing and procurement projects from planning and bid preparation to budgeting/forecasting, general delivery specs, negotiating, contracting, invoicing, and reporting. - Evaluate existing sources for applicable capabilities, quality systems, management and financial stability, cost competitiveness, and responsiveness. - Facilitate business reviews with key suppliers and build high level partnership with suppliers. - Understand the requested procurement needs, facilitate communication between business units, internal stakeholder...
...dispense medicines directly from prescriptions. Several people work at the clinic, so the system has to recognise separate log-ins and permissions for Doctor, Receptionist and Pharmacist roles. Each role should only see the screens and actions relevant to them while sharing one central database. Please deliver: • A working application with Patient Management, Appointment Scheduling, Billing & Invoicing and Pharmacy modules • Role-based access control for Doctor, Receptionist and Pharmacist accounts • Source code, basic user manual and help with first-time installation I’m open to the tech stack as long as the final result is stable, easy to maintain and can run on standard Windows PCs. Let me know your proposed approach, timeframe and any previo...
Location: Remote Working Hours: New Zealand Business Hours Employment Type: Full-time / Contract (flexible for the right candidate) About the Role We are a fast-growing Student Management Software (SaaS) platform supporting education providers with enrolments, attendance, bookings, rostering, timesheets, invoicing, payments, and much more. We are looking for a Customer Success Superstar who can wear multiple hats, thrives in a dynamic environment, and is passionate about delivering exceptional customer experiences. This role combines customer support, onboarding, training, documentation, and product collaboration. Fluent English communication is essential, and candidates will be required to share a short video profile explaining their experience in SaaS support and client onboar...
Summary Job Title: Customer Success Specialist (SaaS – Education Sector) Location: Remote Working Hours: New Zealand Business Hours Employment Type: Full-time / Contract (flexible for the right candidate) About the Role We are a fast-growing Student Management Software (SaaS) platform supporting education providers with enrolments, attendance, bookings, rostering, timesheets, invoicing, payments, and much more. We are looking for a Customer Success Superstar who can wear multiple hats, thrives in a dynamic environment, and is passionate about delivering exceptional customer experiences. This role combines customer support, onboarding, training, documentation, and product collaboration. Fluent English communication is essential, and candidates will be required to share a s...
I’m moving our bookkeeping into Odoo and need a seasoned dev...store—orders, payments, customers, and refunds should flow automatically between the shop and Odoo without manual CSV uploads. If you have handled Shopify, WooCommerce, or Magento bridges before, great; in this case the integration will point to a locally hosted store, so you may need to develop a custom connector or tweak an existing one. Deliverables • Custom Odoo module covering expenses, invoicing, and tax logic • E-commerce connector configured and tested end-to-end • Brief deployment guide and user walkthrough (video or PDF) Once the module is installed and fully tested, I’ll handle daily use; I just need clean, maintainable code and clear hand-over documentation. Let’...
...billing data into a single Glide-built CRM. The goal is a modern, clean interface that anyone on the team can open on site and immediately see what matters to them. Core features I need live in the first version: • Customer management with contact history and file uploads (photos, PDFs, etc.) • Project tracking that moves jobs through our unique stages and shows real-time progress dashboards • Invoicing tied to each project, with status, payment dates, and simple PDF generation • AI answering service to handle after-hours queries and auto-log conversations under the correct customer record • Triggered emails, push notifications, and in-app alerts so estimators, supervisors, and accounting never miss a hand-off Because different people touch the ...
...team Clear overview of every vehicle No screenshots here. SECTION: WHAT GARAGEFLOW DOES Layout Logo One short paragraph One simple diagram Text: GarageFlow controls and automates the full vehicle workflow inside the workshop, from entry to invoicing. Diagram: Vehicle entry → Work → Status → Customer → Invoice SECTION: HOW IT WORKS Layout Horizontal steps Icons only, minimal text Steps: Vehicle enters workshop Automatically identified Work order linked Vehicle moves through statuses Customer can see progress Small note: Works with your existing invoicing software. SECTION: WHY WORKSHOP OWNERS BUY IT Layout 2 columns Strong business language Bullets: Fewer staff interruptions Less dependency on the workshop manager Fewer mistakes Better daily organiz...
...concise description of our services. • Social-media-ready templates paired with scannable QR codes that drive visitors to book online. • A domain secured and a WordPress, Wix or similarly intuitive website built around a streamlined booking/scheduling tool, contact form and integrated business email. • Google Business Profile creation/optimisation so clients can find and review us easily. • Invoicing and scheduling systems configured so new appointments flow straight into my calendar and clients automatically receive confirmations and invoices. Deliverables are the final logo files (vector + web), print-ready collateral in standard sizes, editable social media templates, live website with booking and email fully operational, and a brief hand-over guid...
An experienced developer to customize our CRM & Sales workflow. Required Workflow: Lead/Opportunity → RFQ/Quotation When Won → Auto-convert to Sales Order + generate related Purchase Order After Delivery → Create Invoice (support partial delivery & invoicing) Track statuses across RFQs, SOs, POs, Deliveries & Invoices.
...specialist to keep my simple books current and accurate. The core of the work is day-to-day bookkeeping and accounting, posting and tracking all invoices and customer payments (about 5-10 per month), and making sure every bank and credit-card account is fully reconciled on a regular schedule. Here’s what I need handled continuously: • Income & expense entry with correct categorisation • Customer invoicing and billing, including payment matching • Monthly bank and card reconciliations so statements always agree with QuickBooks I’ll provide timely access to the company file, source documents, and any clarification you need. My expectation is that I can open QuickBooks at any moment and see up-to-date, accurate financial data, along with clear reconc...
I already run a fully-featured, responsive web portal for inventory management and now need that experience translated into a clean, minimalist mobile app that works flawlessly on both iPhone and Android. Every current portal function must carry over, but I also want three improvements baked in from day one: push notifications, true offline mode (with automatic sync the moment connectivity returns), and optional payment enablement at checkout. Additionally, the app must support both English and Hindi languages, making navigation easy, clear with prominent icons for better usability among non-English speakers. Order processing is the heart of the app, so the screens, flows, and micro-interactions should keep pick-pack-ship tasks lightning fast. The web portal’s screenshots attached...
I need an experienced Odoo professional to migrate our current system to Odoo. We require the implementation of the Inventory and Manufacturing, and Accounting and Invoicing modules. Key Requirements: - Migrate product and inventory data - Migrate financial transactions and records - Must be located in the US, preferably in Colorado Ideal Skills: - Proven Odoo migration experience - Strong understanding of Inventory, Manufacturing, Accounting, and Invoicing modules - Data integrity and accuracy during migration
I need an experienced consultant who can spend time at our premises, sit with the finance team, map every step of our current workflow, and then turn the most repetitive pieces into seamless automations. Right now all our invoicing, expense tracking and store‐level finance entries live in a mix of Excel, Google Sheets and a legacy tool called Ginysis. The manual copying, data cleanup and reconciliations are slowing us down and increasing the chance of error. Here is what I expect from the engagement: • Shadow the team to document each task in invoicing, expense tracking and store finance entry posting. • Identify quick-win automations (macros, scripts, API connectors, or a lightweight add-on) that can sit on top of Excel/Sheets and Ginysis without breaking...
...can pick the interface that suits them. Security, role-based access, and clean, intuitive UI matter just as much as the features above. Comprehensive API documentation, basic user training assets, and handover of source code will form part of the final delivery. If you have experience with similar projects in India, especially anything that had to accommodate IRDAI guidelines or GST-compliant invoicing, please mention it along with a rough delivery timeline....
...SaaS platform and we are about to roll out a marketplace module for Indian merchants. To keep both revenue streams clean and audit-ready, I need a Chartered Accountant who can blueprint GST compliance, invoicing logic, payment flows, and seller financial obligations for a hybrid SaaS + marketplace model. Scope of Work 1) Map every transaction type—subscription usage, seller payouts, commissions, refunds—against the correct GST treatment, including place-of-supply rules, TDS/TCS under Section 194-O, and marketplace-specific obligations. 2) Design a billing architecture that supports e-invoicing, auto-population of GSTR-1/3B, and reconciliation with the GSTN via API. 3) Establish payment workflows that split funds at source (buyer → escrow → seller/co...
I need an AI assistant to automate accounting tasks for my foreign exchange business in India. The AI should primarily handle accounts and integrate with Tally. Essential Tasks: - Automated invoicing - Expense management - Financial reporting Ideal Skills & Experience: - Proficiency in Tally - Experience in AI development - Strong background in accounting automation Looking for a freelancer who can deliver a robust, reliable AI solution.
...Contact Form: Easy way for customers to get in touch. Digital Presence: - Domain Name & Website: A professional website with a booking/contact form. - Business Email: Set up a professional email. - Google Business Profile: To enhance our online presence. - Online Booking/Scheduling Tool: To streamline appointments. - Social Media Templates & QR Codes: For consistent branding across platforms. - Invoicing & Scheduling Setup: To manage business operations smoothly. Ideal Skills & Experience: - Strong graphic design skills with a portfolio of corporate designs. - Experience in web development and digital branding. - Familiarity with online booking tools and Google business profiles. - Ability to create cohesive social media templates. Looking for a freelancer who ...
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