Build a Core Automation Agent for Private Trust Admin (Python + Excel)

@AwaisChaudhry

Hello, I understand that you need a core automation agent for managing bookkeeping and clerical tasks for a Private Trust and Sole Trader. My approach will involve creating a Python script that uses the watchdog library to monitor folders for new inputs and automatically import CSV files into Excel ledgers. I will ensure that the folder structure and file naming conventions meet your specific requirements and set up the system to run in the background using Windows Task Scheduler. Additionally, I will include a config-driven design that allows for user-friendly adjustments without code changes. With my experience in Python and Excel automation, I will provide the complete working script, a config file, and comprehensive documentation to ensure a smooth handover. What specific formats do the CSV bank exports and evidence files have, and do you have existing templates for invoicing and receipts? Thanks, Muhammad Awais

@schoudhary1553

As an experienced full-stack developer with a specialization in web scraping, automation, and scripting, I am confident that I have the skills and expertise necessary to successfully complete your core automation agent project. Having worked with top companies such as Metlife GOSC, DXC technologies, and Elite Services, I am well-versed in using Python, Excel VBA macros, and Win32com to manage data effectively and automate complex processes. My extensive experience in building software architecture from scratch and my proficiency in using Excel for bookkeeping make me an ideal fit for your project. Furthermore, my track record of providing the lowest possible time span for projects without compromising on quality ensures that you will get a solution that is not only efficient but also reliable. Not only do I guarantee your satisfaction with relevant expertise but also I focus on developing long-term relationships with my clients. With this commitment in mind, I will provide a detailed documentation so that your team can easily maintain and update the system. Plus, as an optional bonus of our future collaboration , I can further enhance the agent by adding Telegram/email notifications and designing a small monitoring dashboard if needed. My aim is to provide you with highly satisfactory work at a fair price – something that's always worth your every penny!

@MashoodurRehman1

I am a Python automation developer with expertise in managing bookkeeping and clerical tasks for Private Trust and Sole Trader. I can build a core automation agent using Python, watchdog for file monitoring, and Excel VBA macros for ledger updates and document generation. The agent will watch folders for new inputs, import CSVs into Excel ledgers, automatically trigger Excel macros, organize evidence files, maintain a Dispatch Register, and log all actions. I will ensure the setup as a background service with documentation and handover training. Let's discuss further details and cost.

@dahani9091

Managing bookkeeping for a Private Trust can quickly become overwhelming without the right automation in place. I've worked with clients to streamline similar processes, leading to significant time savings and reduced errors. Here's how I would approach your project: 1. Utilize Python with the watchdog library to monitor your specified folders for new files. 2. Develop an automation agent that seamlessly imports CSVs into Excel and triggers macros to generate invoices and draft documents. 3. Create a config-driven design that allows you to adjust rules without modifying the core code. 4. Ensure that file naming conventions and folder structures are strictly adhered to for consistency. 5. Provide thorough documentation and training materials to ensure a smooth handover. In a recent project, I developed a similar automation agent for a financial service provider, which improved their operational efficiency by 40%. As a quick insight, consider defining clear folder paths upfront to avoid any confusion during file processing. I’d love to discuss how we can make your automation needs a reality. Please feel free to reach out if you have any questions or want to explore this further.

@ZohaibRoy

⭐⭐⭐⭐⭐ Create an Automation Agent for Bookkeeping and Clerical Tasks ❇️ Hi My Friend, I hope you are doing well. I've reviewed your project requirements and see you're looking for a developer to build an automation agent for bookkeeping. Look no further; Zohaib is here to help you! My team has successfully completed 50+ similar projects in automation. I will create a solution that monitors folders, imports data, triggers macros, and organizes files, all while keeping everything within your budget. ➡️ Why Me? I can easily build your automation agent as I have 5 years of experience in Python and Excel automation. My skills include file monitoring, VBA macros, and data management. Additionally, I have a strong grip on Windows services and documentation, ensuring a smooth handover. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. Looking forward to discussing this with you in chat. ➡️ Skills & Experience: ✅ Python Automation ✅ Excel VBA ✅ File Monitoring ✅ Data Importing ✅ Macro Triggering ✅ File Organization ✅ Task Scheduling ✅ Config-driven Design ✅ Documentation ✅ Windows Task Scheduler ✅ Error Handling ✅ Data Logging Waiting for your response! Best Regards, Zohaib

@OutsourceMan

⭐⭐⭐⭐⭐ Thank you for sharing your project requirements. CnELIndia, led by Raman Ladhani, can successfully deliver this Core Automation Agent by leveraging our expertise in Python automation, Excel VBA, and process-driven solutions. We will design a Python agent using watchdog to monitor folders and automatically import CSVs into ledgers, trigger macros for invoices, receipts, and Master Minutes, and enforce strict file naming conventions. Evidence files will be renamed and organized automatically, and dispatch registers maintained. Config-driven architecture will allow easy updates without code changes. The agent will run as a Windows background service, with full logging and comprehensive documentation, including a runbook and training guide. We will provide test runs with sample data to ensure seamless deployment and handover.

@nlivenvw

Hi there, It looks like you need an automation agent to handle clerical tasks for your Private Trust and Sole Trader. This solution would monitor folders for new inputs, import CSVs into Excel ledgers, trigger Excel macros, organize files, maintain a Dispatch Register, and log all actions. Would it be possible to get a bit more detail on the Excel macros you're currently using? And, could you clarify the specific naming conventions you require for file organization? We have a team of experts in Python automation and Excel VBA macros who can build a system tailored to your needs. We can ensure a config-driven design for easy rule editing, and we can set up the system as a background service on your Windows machine. We're ready to start immediately, ensuring that the project fits your timeframes. Once complete, we can provide comprehensive documentation and training to ensure you're comfortable with the new system. Looking forward to hearing from you, so we can discuss your requirements in more detail. Best Regards, Rohit

@mannanmaan1425

Hello Troy B., I have read the project details and understood the overall requirement. I am Abdul with 5 years of experience in Python, Visual Basic, Excel, Software Architecture, Bookkeeping, Documentation, Automation, and Data Management. I have successfully delivered multiple projects in similar domains. For this project, I propose to develop a core automation agent using Python and Excel to manage bookkeeping and clerical tasks for a Private Trust and Sole Trader. The agent will monitor folders for new inputs, import CSVs into Excel ledgers, trigger Excel macros for updates and document generation, organize files into a naming convention, maintain a dispatch register, and log all actions. You can view my portfolio here: https://www.freelancer.com/u/mannanmaan1425 Please ping me back so we can discuss the project further in the chat. Best regards, Abdul

@Softeria

✅ Proposal for Build a Core Automation Agent for Private Trust Admin (Python + Excel) With a robust background in Python automation and Excel VBA, I am ideally suited to develop your core automation agent for managing bookkeeping and clerical tasks. My experience includes setting up automated systems using Pythons watchdog for real-time file monitoring and integrating Excel macros for dynamic ledger updates and financial document generation. I am adept at creating config-driven designs, ensuring flexibility in system rules without the need for code modification. Additionally, my skills in structuring folder systems and file naming according to strict conventions will meet your project requirements precisely. I look forward to delivering a comprehensive solution that includes a user-friendly manual and training materials. Lets enhance your operational efficiency together.

@intelliresponse

With over a decade of experience in customized Python web automation and data extraction, I am confident that I am the perfect fit for your project. I have hands-on experience with Excel, VBA macros, and can easily adapt to configurations provided through YAML files. My proficiency extends to also creating background services and strict adherence to filing conventions, ensuring that every document and action is logged meticulously in agent.log. Beyond the stated requirements, my expertise also encompasses the use of Telegram and email notifications, as well as the creation of small dashboard monitors. These additional skills come in handy as it allows for smooth workflow evaluation and real-time status update on task progress. Leveraging on my years of experience in this field, I am confident that my work on this project would be both effective and efficient. I have developed a practice of delivering short guide videos for seamless client handover upon completion of a job, which aligns nicely with your request for documentation and training materials. As a result-driven professional with an unwavering focus on high-impact results, partnering with me would guarantee timely delivery of top-notch service.

@zayertech

Hello, I’m excited to offer my expertise to help you achieve your project goals. As a Certified Project Manager and Expert Trainer with a proven track record at Zayer Tech, I specialize in delivering tailored solutions that drive efficiency and innovation. My team and I bring a unique blend of project management expertise and AI-driven capabilities to streamline processes and enhance outcomes. What I can offer: AI Integration & Automation: From no-code/low-code tools like Zapier and Power Automate to custom workflows and API integrations, I optimize business efficiency. Documentation Excellence: Comprehensive project proposals, business plans, SOPs, and technical documentation, all crafted with precision. Digital Marketing Mastery: Targeted strategies, SEO optimization, and brand growth via social media and paid ads. Web & Content Management: WordPress design, e-commerce integration, and content optimization tailored to your audience. Project Management Expertise: Agile methodologies, resource planning, and stakeholder engagement to ensure project success. With advanced proficiency in tools like JIRA, ClickUp, Slack, and Figma, I ensure seamless collaboration and real-time tracking to meet your deadlines and expectations. Let’s collaborate to transform your vision into impactful results. I’m eager to discuss how my skills align with your project needs. Thank You

@divumanocha

Hello, I am really excited about the opportunity to collaborate with you on this project! It aligns perfectly with my skill set and experience, and I’m confident I can contribute meaningfully to your vision. I genuinely enjoy working on projects like this, and I believe we can create something both functional and visually engaging. Please feel free to check out my profile to learn more about my past work and client feedback. I’d love to connect and discuss the project details further your goals, expectations, and any specific features or ideas you have in mind. The more I understand your vision, the better I can bring it to life. I am ready to get started right away and will put my full energy and focus into delivering quality results on time. My goal is not just to complete the project, but to exceed your expectations and build a long-term working relationship. Looking forward to hearing from you soon! With regards! Divya

@Feriver

Hello, I understand you're looking for a Python developer to create an automation agent for private trust administration that monitors folders, processes CSV bank exports, manages Excel ledgers, and organizes evidence files with strict naming conventions. I have extensive experience with Python automation using watchdog for file monitoring, Excel integration through win32com and openpyxl libraries, and VBA macro development for financial ledger management with proven expertise in config-driven architecture and Windows service deployment for background processing. My approach involves implementing robust file monitoring with watchdog that triggers appropriate processing workflows, developing Excel integration that maintains your existing ledger structures while automating data import and macro execution, and creating intelligent file organization systems that enforce your naming conventions automatically. I excel at building config-driven solutions using YAML configuration files that allow rule modifications without code changes, implementing comprehensive logging systems, and designing Windows Task Scheduler integration for reliable background operation. Thanks, Asif

@djsmoothy

As a seasoned professional with more than 10 years of experience in the realm of software development, my skills align perfectly with the requirements of your project. I am a proficient developer in using Python for automation, and one of my core strengths is a sophisticated background in building software systems that handle complex and specific functions just like your Trust-Admin Automation Agent. Thank you. Tayo

@abhisaini0188

Hello, Thank you so much for posting this opportunity it sounds like a great fit, and I’d love to be part of it! I’ve worked on similar projects before, and I’m confident I can bring real value to your project. I’m passionate about what I do and always aim to deliver work that’s not only high-quality but also makes things easier and smoother for my clients. Feel free to take a quick look at my profile to see some of the work I’ve done in the past. If it feels like a good match, I’d be happy to chat further about your project and how I can help bring it to life. I’m available to get started right away and will give this project my full attention from day one. Let’s connect and see how we can make this a success together! Looking forward to hearing from you soon. With Regards! Abhishek Saini

@amokhtar70

Hi, I have gone through the Job details and am interested in taking it up. I need you to share more details with me, and I will deliver the required tasks fast and accurately. We will negotiate my fees depending on how many hours it will take to fulfill the work. I’m Ahmed Hassanein. I’ve been working with MS Office since the 90’s as a user, developer, and trainer. I've been using formulas, VBA, and macros in Excel since 2004. I completed Excel VBA and Google Sheets Apps Script jobs for happy customers (check my job reviews). I have over 25 years of experience supporting systems and users in the information technology field such as office applications, domain servers, application servers, network security, information systems audit, etc. I would be happy if we connect to talk more about your Job and discuss how I can help you accomplish it. Thank you and kind regards,

@HiraMahmood4072

Hello Troy B. I hope you're doing well. I understand you're looking for Build a Core Automation Agent for Private Trust Admin (Python + Excel) I am the ideal candidate for your project. I have read the provided job description and I understand what you are looking for. I have over 10+ years of experience Python, Visual Basic, Excel, Software Architecture, Bookkeeping, Documentation, Automation, Data Management .Please feel free to further discuss the requirements and timeline for the project. I'd be happy to assist you. I am ready to start right now. ✅ No Upfront Payment ✅ Release Milestone After Completion ✅ 100% Project Completion Rate You can visit my Profile https://www.freelancer.com/u/HiraMahmood4072 Thank you

@efanntyo

Hello Troy B. Hope you are doing well! This is Efan , I checked your project detail carefully. I am pretty much experienced with Software Architecture, Visual Basic, Python, Data Management, Automation, Documentation, Bookkeeping and Excel for over 8 years, I can update you shortly. Cheers Efan

@xupiter2012

Hello Troy B., I hope this message finds you well. My name is Mikhail, and I'm reaching out to express my interest in your project titled "Build a Core Automation Agent for Private Trust Admin (Python + Excel)" With extensive experience and a strong skill set in Documentation, Automation, Bookkeeping, Visual Basic, Software Architecture, Python, Excel and Data Management, I am confident in my ability to deliver outstanding results that meet your expectations. I have a proven track record of successfully completing similar projects, and I am eager to bring my expertise to your initiative. Understanding the importance of timely delivery and budget constraints, I am committed to providing efficient solutions without compromising on quality. I prioritize clear communication and collaboration, ensuring that we are aligned throughout the project's duration. I would be thrilled to discuss how I can contribute to your project's success in more detail over chat. Looking forward to the opportunity to work together. Best regards, Mikhail