Services
Video meeting . 15 mins
Free Finance Automation Walkthrough
Finance process discovery and identify automation ideas
Priority DM . a day reply
Ask Me Anything – Finance Automation via DM
DM your current bottleneck in the process.
Video meeting . 30 mins
Life Check-in – 1:1 Honest Conversations
Talk freely about life, goals, stress or studies
About me
Hi, I’m Yash Pandia — a Chartered Accountant and Pursuing CFA, currently working in analytics and process improvement at Saint-Gobain.
I help SMEs and finance teams:
✅ Automate Excel tasks (BRS, invoice trackers, GST/TDS,etc..)
✅ Build real-time Power BI dashboards (Customer ageing, cash flow, Budget vs Actuals)
✅ Eliminate repetitive work and improve reporting speed
🔗 I offer free discovery calls + affordable project consultations. Let’s improve the finance function together!