Welcome to my portfolio. In the dynamic realm of Financial Planning and Analysis, I believe adaptability and foresight are not just virtues but necessities. Imagine FPA as akin to the sophistica...

Background: Accountants typically gather data manually, such as transaction lists or trial balances, to conduct analysis. This information is subsequently utilized for computations and the generat...

Background: In our prior walkthrough, data extraction from Xero was performed resulting in JSON format files. JSON files employ a hierarchical structure consisting of nested dictionaries, organizi...

Background: In previous tutorials, we examined the procedure for extracting trial balances from Xero. However, accountants may require more detailed data, such as the individual debits and credits...

Background: Instead of mere data retrieval in our previous tutorials, what if we aimed to automate the process of manual journaling? Xero supports CSV template upload for manual journals. However...

Background: In our previous walkthroughs, we discussed the methods used to transfer data. This discussion leads us to the consideration of how data is stored. Relying exclusively on spreadsheets f...

Background: In our previous walkthroughs, we’ve focused on running scripts locally. However, what if we wanted to schedule scripts to run overnight, ensuring reports and data processing are comple...

Background: Month-end rollover can sometimes be a very manual process when proper integrations between data sources and workpapers are lacking. Operational or financial data for the new month wou...