NPSP Salesforce Tax Letter/Giving Statement Automation

We are seeking a skilled freelancer to develop a dynamic 'if,then' statement sheet that effectively pulls data from multiple columns to construct specific sentence statements.The ideal candidate will have experience in data manipulation and automation to ensure a seamless workflo ...

Build an AI automation layer on top of an Excel model to standardize messy raw financial statements into an existing financial Excel model. · ...

This statement of work outlines the scope and objectives for an automation specialist to implement marketing AI automation, social media automation, website automation, newsletter automation, and operations automation. · ...

We need a developer to automate the delivery of Excel statements using Power Automate and SharePoint. · Each month, a master Excel file will be uploaded to SharePoint.The automation should create a separate Excel statement for each client, then send it by email based on a simple ...

We need a developer to automate the delivery of Excel statements using Power Automate and SharePoint. · Each month, a master Excel file will be uploaded to SharePoint. The automation should create a separate Excel statement for each client, then send it by email based on a simple ...

We're looking for someone to help us automate a recurring monthly task related to client statement delivery.The system should start when a master Excel file is uploaded to SharePoint, · identify clients using a defined key, · create separate Excel statement files for each client ...

We're looking for someone to help us automate a recurring monthly task related to client statement delivery. · Right now, we generate statements manually from a single Excel file that contains data for all clients. We want to move this to an automated setup using Power Automate a ...

I need an automation specialist to build a solution that processes PDF bank statements and extracts transaction data into Google Sheets with automatic categorization fully automated, minimal manual intervention. · ...

I am a government contracting business owner seeking an experienced freelancer to design and automate a templated capability statement system that can quickly generate tailored PDFs for different agencies, primes, and opportunities. · ...

We are seeking an experienced Excel financial modeler to build automated P&L, Income Statement and Therapist Performance Dashboard for small mission driven mental health practice. · ...

Toronto Ontario Canada · Le Senior Manager soutiendra l'entrée au niveau entreprise du Process Engineering Lean Six Sigma et Intelligent Automation (IA). Ce rôle renforce l'alignement entre les priorités commerciales et les capacités entreprises - garantissant que les processus ...

We are seeking an AI Automation Expert with a strong background in N8N and Zapier to help automate the process of converting meeting notes into a structured Statement of Work (SOW). · ...

We are looking for a high-level Automation Expert to design and implement a sophisticated document management system for a holding structure consisting of four separate legal entities.The goal is to transform unorganized documents into a structured asset library using AI-driven c ...

AI Technical Support case routing position involves reviewing multiple niche offerings on an AI agency side. · AI‑Driven Lead Qualification and Appointment Engine for MSPs · ...

ENGLISH FOLLOW · La personne que nous recherchons · Dans le cadre de ce poste, vous travaillerez avec des équipes de State Street du monde entier pour diriger une équipe soutenant un client mondial de premier plan en gestion des investissements. Le titulaire du poste sera respons ...

We're looking for someone to design and implement an automated parsing workflow that extracts structured data from incoming emails and attachments and maps it cleanly into Salesforce. · ...

We need someone experienced to come in and develop API tests for our backend stack using automated testing. · ...

Insight Global is looking for a QA to join one of Canada's largest banking clients. · The team is looking for someone who can write test plans and perform manual testing. · Design and execute test cases for data health checks. · Craft test data and ensure comprehensive coverage f ...

We are seeking an experienced Automation Engineer / Integration Specialist to implement an end-to-end Accounts Payable invoice processing automation for a construction-related organization. · This project automates invoice intake, document storage, data extraction, budget validat ...