A small portfolio of finance automation builds covering month-end close, ERP data quality, VAT reconciliation, systems requirements, diagnostics, reporting, and controlled AI workflow ideas.
These are the newest proof assets. They sit at the front because they map directly to the work finance teams recognise: closing, reconciling, cleaning ERP data, preparing VAT evidence, and documenting system requirements.
Month-end close dashboard for trial balance checks, bank reconciliation issues, VAT control balances, suspense accounts, intercompany exceptions, and CFO-ready close packs.
Shows: close control design, exception tracking, review discipline, and evidence pack thinking.
Stack: Python · Streamlit · pandas · Excel · tests · GitHub Actions
Odoo-style exception checker for weak references, missing partners, suspense items, reconciliation issues, and accounting data-quality risks.
Shows: ERP finance controls, data-quality review, audit readiness, and migration discipline.
Stack: Python · Streamlit · pandas · Altair · Excel · ruff · pytest
VAT reconciliation tool comparing source registers, VAT return summaries, and GL VAT control balances, with exception outputs and workbook evidence.
Shows: VAT review logic, control-account reconciliation, exception handling, and audit evidence preparation.
Stack: Python · Streamlit · pandas · Excel · ruff · pytest · GitHub Actions
Structured pack generator for AP, bank reconciliation, VAT, controls, reports, UAT, and finance systems implementation handover documentation.
Shows: finance systems thinking, requirement design, control mapping, and implementation readiness.
Stack: Python · Streamlit · YAML · Markdown · DOCX · ruff · pytest
The earlier projects stay in the lab because they show the data, diagnostics, reporting, and AI workflow foundation behind the newer builds.
Raw ERP CSV extracts become validated close data, curated outputs, BI-ready tables, data-quality exceptions, and dashboard-ready reporting information.
Accounting exports are transformed into governed finance marts, anomaly detection, KPI dashboards, and CFO-style commentary.
A structured tool layer showing how finance workflows, ERP data, reconciliations, reporting controls, and AI-assisted analysis can connect safely.
An Odoo-focused bridge showing how finance systems can interact with AI tooling and external workflows through a controlled server approach.
Business-facing use cases for VAT/EFD monitoring, intercompany reconciliation, audit evidence, bank reconciliation, and month-end gating.
A fictional multi-entity SME diagnostic showing maturity scoring, risk findings, control gaps, and a 30/60/90-day improvement plan.
The lab is not here to show random apps. It shows the ability to translate real finance operations into reviewable tools: close controls, reconciliations, ERP checks, tax evidence, reporting packs, and implementation documentation.
Built from real month-end, ERP, audit, VAT, inventory, reconciliation, and multi-entity reporting problems.
Working tools, structured outputs, documentation, tests, and release discipline.
Each build links back to a finance pain a CFO, controller, finance manager, or ERP owner can recognise.
Chez Solutions helps finance teams identify the bottlenecks that matter, then turns them into cleaner workflows, stronger controls, better reports, and practical automation.
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