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AI Automation for Finance Analytics AI / Machine Learning DO NOT BID IF BIDDING FOR 40-HOUR WORK WEEK WE ARE LOOKING FOR A CONSULTANT / BUILDER / TUTOR TO WORK WITH OUR TEAM 3-10 HOURS A WEEK TO BUILD THE SYSTEM JONITLY DO NOT BID FOR LONGER THAN THOSE HOURS. DO NOT BID FOR FULL-TIME WORK DETAILS OF WHAT I NEED HELP WITH I run a real estate private equity and hotel development platform. We want to replace manual analysis and reporting with a practical AI workflow. This is about extracting, comparing, and interpreting data. Excel and PowerPoint remain the source of truth. What we need: -Compare PowerPoint vs Excel and flag mismatches - Explain underwriting models and trace outputs - Compare legal/term sheets vs financial assumptions - Track document versions and changes - Summarize deal folders Automation goals: -Draft IC and board materials from templates -Standardize presentations and memos -Replace recurring analyst work -Produce management summaries -Highlight anomalies and trends - Market intelligence: - Build comp sets - Pull pricing and availability - Map assets and demand drivers - Provide macro context Mandatory data inputs: Internal databases and Excel Dropbox Web scraping Open to Claude, OpenAI, or alternatives. Need guidance on best mix of accuracy, cost, and scalability. Human review is acceptable. DELIVERABLES Simple, practical architecture Pipelines from databases, Dropbox, web Structured outputs AI for summaries, comparisons, anomaly detection Automated reports or presentations Cloud or container deployment Documentation Clear rules for human verification Priority: speed, usability, durability. ENGAGEMENT MODEL – READ BEFORE BIDDING We are hiring for hourly consulting and tutoring. This is NOT full time. Expect 3 to 10 hours per week. - You must work with us live on video calls and teach us how to build and run the system. - Do not bid if you want a large fixed project or full-time role.
Projektin tunnus (ID): 40219618
95 ehdotukset
Etäprojekti
Aktiivinen 29 päivää sitten
Aseta budjettisi ja aikataulu
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Rekisteröinti ja töihin tarjoaminen on ilmaista
95 freelancerit tarjoavat keskimäärin €19 EUR/tunti tätä projektia

Hello, As an AI and business analysis expert, I am best suited for your project in creating an automated financial analytics workflow - a system that will transform your real estate private equity and hotel development platform. My team has combined expertise in AI, Machine Learning, Data Analysis, and Financial Intelligence which we will utilize to replace manual analysis and reporting with a practical AI workflow. We fully understand your needs to compare PowerPoint vs Excel and flag mismatches, explain underwriting models and trace outputs, track document versions and changes among other crucial requirements. With our deep understanding of relevant tools such as COMSOL, TensorFlow, Keras,and OpenCV we can automate these processes and provide structured outputs thus making the management summaries much easier to comprehend. We highly appreciate that your focus is on speed, usability, durability of the system which perfectly aligns with our offers. At Live Experts LLC., we have consistently built systems that are efficient, effective and user-friendly. Additionally, we have successfully deployed various cloud-based systms which gives us confidence in ensuring well documented cloud or container deployment of this particular project. Finally, our collaborative approach through live video calls guarantees that real-time tutoring on system development is available offering a rare opportunity for your team learns every process and resu Thanks!
€41 EUR 628 päivässä
7,5
7,5

✅ Finance Analytics AI | Lovable AI Expert | AI Development ✅ Hi, Thank you for considering this opportunity! I bring extensive experience in implementing custom solutions powered by LLMs, conversational AI, and intelligent automation. Recently I have been working on Lovable AI for developing a gaming platform using it, complete with chat-based agent logic, expressive front-ends, and backend integrations. In other project, implemented a fully automated AI agent system for intelligent meeting creation using ElevenLabs Conversational AI and Gemini (via a custom agent brain). The flow integrates voice interaction, natural language processing, location precision, and frontend. Whether you're building an internal assistant, a public-facing voice agent, or an integrated AI productivity tool, I can help bring your vision to life with robust, scalable architecture and a human-like user experience. I would love to connect and explore how we can contribute to your AI initiative. (Note: Budget is flexible — we can finalize it after reviewing the complete scope.) Thanks & Regards, Kajal
€15 EUR 40 päivässä
6,1
6,1

Hello, I trust you're doing well. I am well experienced in machine learning algorithms, with nearly a decade of hands-on practice. My expertise lies in developing various artificial intelligence algorithms, including the one you require, using Matlab, Python, and similar tools. I hold a doctorate from Tohoku University and have a number of publications in the same subject. My portfolio, which showcases my past work, is available for your review. Your project piqued my interest, and I would be delighted to be part of it. Let's connect to discuss in detail. Warm regards. please check my portfolio link: https://www.freelancer.com/u/sajjadtaghvaeifr
€25 EUR 10 päivässä
5,9
5,9

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Excel, Business Analysis, Financial Analysis, Artificial Intelligence, Data Analysis, Data Integration, Automation, AI Text-to-text, AI Model Development, AI Development and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
€22 EUR 5 päivässä
5,7
5,7

Hi, there, I'm Brayan, an expert in AI automation for finance analytics with a strong background in data analysis and AI development. I have extensive experience in building practical AI workflows to streamline manual processes and enhance data interpretation. Leveraging my skills and expertise, I propose a tailored solution for your AI-Based Financial Analytics Automation project. ✅ With precision and efficiency, I will compare PowerPoint and Excel to flag any discrepancies, explain underwriting models, compare legal documents, track changes, and summarize deal folders effectively. ✅ I will develop automated processes to draft IC and board materials, standardize presentations, replace repetitive tasks, provide management summaries, and highlight anomalies and trends. ✅ By utilizing AI technologies like OpenAI, I will build comp sets, extract pricing and availability data, map assets and demand drivers, and offer valuable market intelligence. ✅ I will ensure seamless integration of internal databases, Dropbox, and web scraping tools to create structured outputs, automate reports, and deploy on cloud or container for accessibility. ✅ The solution will include AI for summaries, comparisons, anomaly detection, and clear rules for human verification, focusing on speed, usability, and durability. I look forward to working with you. Best Regards. Brayan
€20 EUR 17 päivässä
5,2
5,2

Hello, I’ve reviewed your requirement and understand you need a consultant/builder to work with your team 3–10 hours/week to design and implement a practical AI automation workflow for your real estate private equity and hotel development platform. I have 10+ years of AI/ML and finance automation experience, I can guide your team live, build the pipelines jointly, and ensure the system is durable, fast, and usable. What I will support: Compare PowerPoint vs Excel and flag mismatches Explain underwriting models, trace outputs, and validate assumptions Compare legal/term sheets vs financial models Version tracking for documents and changes Deal folder summarization and structured extraction Automation goals we will build together: Draft IC/board materials from templates Standardize presentations and memos Detect anomalies, trends, and market signals Build comp sets, pricing & availability scraping, macro context Generate structured outputs and automated reports Mandatory inputs: internal DB/Excel, Dropbox, and web scraping. I will help you choose the best stack (Claude/OpenAI or alternatives) balancing ACCURACY, COST, and SCALABILITY and implement human verification rules. I will work 3–10 hours/week live with your team, in an hourly consulting model, and provide architecture, pipelines, deployment, and documentation. Awaiting your positive response. Thanks
€12 EUR 40 päivässä
4,8
4,8

Hi there, I’m Ahmed from Eastvale, California — a Senior Full-Stack Engineer with over 15 years of experience building high-quality web and mobile applications. After reviewing your job posting, I’m confident that my background and skill set make me an excellent fit for your project — AI-Based Financial Analytics Automation . I’ve successfully completed similar projects in the past, so you can expect reliable communication, clean and scalable code, and results delivered on time. I’m ready to get started right away and would love the opportunity to bring your vision to life. Looking forward to working with you. Best regards, Ahmed Hassan
€33 EUR 40 päivässä
4,8
4,8

Hello, Your engagement model is exactly how I like to work: small weekly time commitment, live collaboration, and building systems your team can operate independently. The challenge here is less about “using AI” and more about creating reliable pipelines between Excel, PowerPoint, internal data, Dropbox, and web sources, then applying models in a controlled, auditable way to compare assumptions, trace outputs, flag inconsistencies, and produce decision-ready summaries. I can help you design the architecture, select the right mix of tools (OpenAI, Claude, etc.), and build the workflows together during screen-share sessions so your analysts understand how everything works and where human verification fits. The outcome will be durable processes, documented logic, and repeatable automations for IC materials, board reporting, reconciliations, and market intelligence — not black-box experiments. 3–10 hours per week is perfect for me. Best regards, Jiayin
€25 EUR 40 päivässä
4,8
4,8

Hello ! I’m excited about the opportunity to help with your project. Based on your requirements, I believe my expertise in Excel aligns perfectly with your needs. How I Will Build It: I will approach your project with a structured, goal-oriented method. Using my experience in Excel, Business Analysis, Financial Analysis, Artificial Intelligence, Data Analysis, Data Integration, Automation, AI Text-to-text, AI Model Development, AI Development, I’ll deliver a solution that not only meets your expectations but is also scalable, efficient, and cleanly coded. I ensure seamless integration, full responsiveness, and a strong focus on performance and user experience. Why Choose Me: - 10 years of experience delivering high-quality web and software projects - Deep understanding of Excel and related technologies - Strong communication and collaboration skills - A proven track record — check out my freelancer portfolio. - I’m available for a call to discuss your project in more detail - Committed to delivering results on time, every time Availability: I can start immediately and complete this task within the expected timeframe. Looking forward to working with you, ! Best regards, Ali Zahid Spain
€12 EUR 40 päivässä
4,4
4,4

With over a decade in the industry, specializing in innovative digital solutions and AI development, I am uniquely positioned to revolutionize your financial analytics process. My deep experience in Data Analysis, Financial Analysis in addition to my proficiency in Excel gives me an edge for this project. I can build an impeccable, AI-driven system that will compare and interpret data from your PowerPoint and Excel files seamlessly and accurately-- flushing out discrepancies and mismatches, automatically summarizing deal folders, tracing underwriting models and legal/term sheets while highlighting anomalies and extracting trends. My consulting style aligns perfectly with your project's engagement model. I'm all about 'tutoring' and 'building'. During the 3-10 hours per week we would allocate, we'll not just build the system together but I'll also ensure your team fully understands the system inside and out by working with you on live video calls. Lastly, let me address scalability - I thoroughly understand the need for flexibility as your company grows and technology advances. I believe my rightful place is with you on your journey to automated smarter financial analytics!
€20 EUR 30 päivässä
4,2
4,2

Hello, I have carefully analyzed your requirements for an AI-driven finance automation workflow focused on comparisons, summaries, and anomaly detection. I recently worked with a real estate investment team to build an AI-assisted pipeline that compared Excel models, summarized deal folders, tracked version changes, and generated board-ready materials from templates. For your project, I’ll help design a practical architecture, connect data sources, build comparison and summarization pipelines, and guide your team through each step during live sessions, focusing on speed, usability, and maintainability. I’m available to begin immediately and committed to delivering the highest quality results in the shortest timeframe. Best regards, Mauricio
€15 EUR 40 päivässä
3,8
3,8

Dedicated Freelancer Ready to Elevate Your Project for AI-Based Financial Analytics Automation. I have a solid background in Data Analysis, Business Analysis, Excel, AI Text-to-text, Automation, AI Model Development, Financial Analysis, AI Development, Artificial Intelligence and Data Integration, I bring valuable expertise to your project. I have successfully completed many projects with 100% client satisfaction. Clear and timely communication is my priority. I believe in keeping you informed throughout the project lifecycle. I am available for a discussion at your earliest convenience. Please feel free to contact me to further discuss your project details. Thank you for considering my bid. I am excited about the opportunity to contribute to the success of your project. Please visit my portfolio to check my previous work samples, here - https://www.freelancer.com/u/GraphicsHub2k24?page=portfolio&w=f&ngsw-bypass= Best regards, Muhammad Asim Khan
€12 EUR 33 päivässä
3,9
3,9

Hello I can work with your team to build a practical AI workflow for finance and real estate analytics, focusing on comparing Excel and PowerPoint, tracing underwriting models, summarizing deal folders, and detecting anomalies. I will help design pipelines from internal databases, Dropbox, and web sources, produce structured outputs, and automate reports while guiding your team live on video calls, teaching best practices, verification rules, and scalable deployment. Happy to discuss your current setup and map out a hands-on plan to jointly build and run the system efficiently. Cheers, Hassan Suhail
€15 EUR 40 päivässä
3,9
3,9

Hi, I see that you're looking for a consultant to help build an AI-based financial analytics system for your real estate private equity platform. Your goal is to automate data analysis and reporting by comparing various documents like PowerPoint presentations and Excel sheets while ensuring accuracy and consistency. I can assist you in setting up a structured workflow that leverages AI for summarization, anomaly detection, and document version tracking. By working collaboratively in live sessions, I can guide your team through the development process, using tools like Excel and web scraping to create efficient data pipelines. My focus will be on creating a user-friendly architecture that meets your automation goals and helps streamline your reporting processes. As you move forward, how do you envision integrating human review in your automated workflows to ensure quality control? Best regards,
€12 EUR 3 päivässä
3,6
3,6

As a seasoned AI & Automation Specialist with over 10 years of experience, I can confidently say that I am more than equipped to tackle the complex challenge of developing an AI-based financial analytics automation system for your real estate and hotel development platform. My expertise in AI model development, data analysis, data integration, and automation align perfectly with the project's objectives. I have a proven track record of designing intelligent systems that significantly streamline workflows, enhance productivity, and cut costs, all while improving overall business efficiency and growth - exactly what you are looking for. To further reassure you of my capabilities, I have successfully implemented similar AI-powered lead generation and automation solutions for clients resulting in increased profitability without increasing headcount. In terms of speed, usability, and durability - which are your priority objectives - my proficiency with the tools you've mentioned (such as Claude and OpenAI) combined with my strategic mindset will allow me to design a practical architecture with pipelines from databases, Dropbox, web - all ensuring structured outputs that align with your expectations. Moreover, my extensive experience working closely with clients in a tutoring role makes me the perfect guide for this hourly consulting engagement model. I look forward to using my skills to help your team grow through efficient reliance ..........
€12 EUR 40 päivässä
3,6
3,6

Hi there. I have rich experience about building an AI automation workflow for financial analytics, streamlining reporting processes, and implementing anomaly detection with Excel and PowerPoint integration. For this project, success hinges on creating efficient AI-driven pipelines that can extract, compare, and interpret data across multiple sources (Excel, Dropbox, web scraping), and deliver actionable insights in a standardized format. Potential pitfalls include data mismatches between sources, ensuring accurate anomaly detection, and designing user-friendly automation that aligns with your team’s workflow. To start, I would focus on setting up the data pipelines, particularly integrating Excel and Dropbox, and building simple models for summaries and comparisons. Can you clarify which specific AI tools or frameworks you have in mind for the analysis (e.g., OpenAI, Claude)? I’ve worked with similar financial analysis projects and can guide your team through the development process step-by-step. Looking forward to helping you optimize your workflows! Danylo Podolskyi
€15 EUR 40 päivässä
3,7
3,7

Dear Client, Greetings!! I have gone through the project description, and found that all of the mentioned requirements fall over my expertise, as I have hands-on experience on python, AI/ML, Data Science, software building, etc. Lets discuss further over a chat. I can work with your team as a consultant to design and build an AI-powered finance analytics workflow that integrates Excel, PowerPoint, Dropbox, and web data. I’ll help set up pipelines to compare documents, flag mismatches, summarize deal folders, and highlight anomalies while guiding you on AI tools (Claude, OpenAI, or alternatives) for cost-effective, scalable automation. The engagement would focus on live tutoring and joint development 3–10 hours per week, producing practical, well-documented pipelines, structured outputs, automated reports, and clear rules for human verification, so your team can maintain and extend the system confidently. Also, I have been coding on Machine Learning and Data Science with python from past 7 years. I have the experience of working with 4 giant tech companies, including freelancing on upwork, fiverr and freelancer. Hope to hear from you soon!!. Regards, Rojan
€15 EUR 10 päivässä
3,6
3,6

Hello, I’d be excited to collaborate on building your AI-driven finance analytics system. I specialize in AI automation, data integration, and financial analysis, and have hands-on experience designing pipelines that extract, compare, and summarize data from Excel, PowerPoint, Dropbox, and web sources. I can help you flag mismatches, trace underwriting models, automate reports, and generate structured outputs while guiding your team live on video calls. My approach emphasizes speed, usability, and durability, with clear rules for human verification. Could you clarify preferred AI stack—Claude, OpenAI, or hybrid? Looking forward to hearing from you. Thank you.
€15 EUR 40 päivässä
3,6
3,6

Hello What is the first “must win” use case you want in week 1: PPT vs Excel mismatch check, or deal folder summary with version tracking? Most teams fail here by letting the AI write final numbers. The common mistake is no citation and no rule for “source of truth”, so mistakes slip into IC decks. In projects like this, the main issue is verification. Best practice is: extract tables to structured JSON, compare by IDs, keep links to the exact slide and cell, then generate memos from templates with a human review checklist. I can coach your team 3–10 hrs/week and build the first pipeline with you. Hope to discuss more on chat Best, Kosta
€15 EUR 40 päivässä
3,5
3,5

Hi there, I'm Kristopher Kramer from McKinney, Texas. I’ve worked on similar projects before, and as a senior full-stack and AI engineer, I have the proven experience needed to deliver this successfully, so I have strong experience in Data Analysis, Excel, Business Analysis, AI Text-to-text, Data Integration, Artificial Intelligence, AI Model Development, AI Development, Automation and Financial Analysis. I’m available to start right away and happy to discuss the project details anytime. Looking forward to speaking with you soon. Best regards, Kristopher Kramer
€25 EUR 40 päivässä
4,2
4,2

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