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Category: Financial Reporting / Automation

Tools used: Google Sheets, Google Apps Script

Timeline: Ongoing

Environment: Independent retail business with multi-platform sales channels

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The Problem

Financial reporting existed across multiple disconnected platforms including Square, eBay, Whatnot, and manual expense tracking. Reporting was inconsistent, difficult to reconcile, and highly dependent on manual interpretation.

There was no centralized operational visibility into:

• actual revenue
• platform fees
• monthly profitability
• expense categorization
• cross-platform financial performance

The business lacked a standardized reporting structure and had no operational governance around data entry or maintenance.

The Approach

I designed the system as a layered operational pipeline rather than a single spreadsheet.

The structure separated:

• raw imported platform data
• normalized financial logs
• categorized expense tracking
• reporting calculations
• dashboard outputs