Freelance finance operations support

Support for AR, close, reporting, and Odoo workflows.

Focused project support for founders and finance leads dealing with overdue invoices, spreadsheet-heavy close work, ERP cleanup, or inconsistent reporting.

Berlin based Remote friendly AR / AP / VAT / Close SAP B1 - DATEV - Xentral - Odoo
Start a project Download workflow sample
Practical finance support

Engagements are scoped around a finance problem, a working deliverable, and a clear handoff.

Common need Overdue invoices
Common gap Messy close data
Typical output Cleaner workflow

Services

Focused finance support with clear deliverables.

Each engagement starts with the current process, the finance risk, and the handoff the team needs after the work is complete.

1-2 week sprint

AR Recovery Sprint

Clean up aging, identify overdue drivers, segment accounts, define dunning cadence, and build a weekly collections view.

  • Receivables aging review and risk segmentation.
  • Dunning workflow and escalation rules.
  • Cash forecast view for unpaid invoices.
2-4 week setup

Month-End Close System

Turn spreadsheet-heavy close activity into a controlled checklist with reconciliations, variance notes, and owner visibility.

  • Close calendar, task owners, and evidence checklist.
  • Revenue accrual and WIP review template.
  • Variance note format for management review.
Config and handoff

Odoo Accounting Support

Support practical Odoo setup around vendor bill digitization, tax configuration, product tax defaults, and finance user documentation.

  • Vendor bill OCR workflow setup and correction process.
  • Sales and purchase tax configuration review.
  • Fiscal position and tax mapping notes.
Reporting build

Power Query / BI Pack

Build a cleaned reporting layer from exports, ERP data, or spreadsheet sources so leadership gets consistent finance signals.

  • Data cleaning and ETL logic in Power Query.
  • AR, cash, budget, or close dashboard views.
  • Handoff notes for refresh and maintenance.
Automation build

Invoice Reminder Workflow

Adapt the included n8n-style automation into a working system for reminders, payment status updates, audit logs, and summary emails.

  • Daily invoice checks from a finance database.
  • AI-assisted email drafts with reviewable logic.
  • Payment webhook and activity log structure.
Ops documentation

Finance Workflow SOPs

Document billing, vendor onboarding, PO, reconciliation, or tax workflows in a way finance and operations teams can actually follow.

  • Process map, responsibility matrix, and control points.
  • Exception handling for invoices and payments.
  • Plain-English SOPs for recurring activities.

Sample automation

Invoice reminders with an audit trail.

Adeel can support controlled reminder workflows that check invoice status, prepare customer follow-ups, update payment records, and summarize activity for finance teams.

Fetch Pull unpaid invoices due now or in the next seven days.
Classify Calculate overdue age, urgency, reminder type, and send/no-send status.
Draft Generate a professional reminder email with invoice context.
Record Update reminder status and create an audit activity log.
Report Send daily summary to the finance team and capture payments.

Tools and references

Finance workflows built around familiar systems.

The exact stack depends on the client setup. These references show the kinds of ERP, workflow automation, and invoice systems that can support the work.

odoo/odooERP and accounting platform reference. n8n-io/n8nWorkflow automation engine for invoice reminders and ops flows. frappe/erpnextOpen-source ERP reference for finance workflows. invoiceninja/invoiceninjaInvoice and payment operations reference.

Working style

Cleaner finance workflows without losing accounting discipline.

The work stays finance-first: receivables, close tasks, reconciliations, tax setup, ERP hygiene, and reporting routines are improved with clear controls and handoff notes.

No black-box handoff Finance-first automation Audit trail
Discuss a sprint Workflow zip