I’m looking to hire someone to build a complete Budget Mapping Tool for production budgets. The purpose of the tool is to take budgets for US and Canada, map every line item to the correct Chart of Accounts (COA), flag mismatches, apply stored corrections, and produce clean, audit-ready outputs. It should be designed for quick turnaround so raw budgets can be transformed into correctly coded, finance-ready files with exception tracking.
The tool will run as an Excel-based interface with macro buttons for running the mapping process, reviewing exceptions, applying corrections, and exporting a PDF summary, but it should also be powered by a Python backend for faster processing, more advanced matching, and AI-generated change notes. It should allow importing budgets that have three tabs (Top Sheet, Categories, Details) and selecting a COA for either US or CAD. The mapping process will run through multiple stages: exact match, rule-based match, fuzzy match for high confidence cases, and stored corrections from a Corrections Table. The system should highlight items that are correct, corrected, or still unmatched, and it should apply validation checks for hard errors such as missing account numbers or invalid COA codes.
When the process completes, the tool should generate clean mapped budget tabs, a summary dashboard showing over/under totals and exception counts, an exceptions log for manual review, a change log showing the original versus mapped codes, and a PDF export of the summary and exceptions. The Corrections Table should “learn” from each approval so recurring mis-maps are automatically fixed in future runs. AI-generated notes should provide clear, plain-language explanations for major changes.
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