Finance × Automation × AI

Your Finance Team,
On Autopilot.

I'm Akshay Venkatesan — a finance professional and automation engineer based in Doha. I build Python, VBA and AI-powered tools that eliminate repetitive work for finance teams in insurance, reinsurance, and beyond.

30%
Team Efficiency Gain — Al Koot Insurance
2,000+
Work-hours reclaimed through automation
20+
Automation tools deployed in production
70%
Faster audit cycle via GST return automation
ETL Automation Python Scripting VBA Tooling Report Automation Financial Dashboards Insurance & Reinsurance IFRS 17 Reporting AI-Augmented Finance Web Scraping ERP Integration ETL Automation Python Scripting VBA Tooling Report Automation Financial Dashboards Insurance & Reinsurance IFRS 17 Reporting AI-Augmented Finance Web Scraping ERP Integration

Automation Services
for Finance Teams

01 —
ETL & Data Pipeline Automation

Replace manual copy-paste workflows. I build Python pipelines that extract data from ERPs, intranet portals, PDFs and spreadsheets — clean it, transform it, and load it wherever you need it.

Python Pandas BeautifulSoup ERP Connectors
📊
02 —
Auto-Updating Dashboards & Reports

Management packs, KPI dashboards, and board-level reports that refresh at a click — not after three hours of manual work. Built in Excel, Power BI, or as standalone Python outputs.

Power BI Excel VBA Python PDF Export
🔁
03 —
Routine Task Automation

Invoice processing, reconciliations, statement-of-account preparation, and regulatory submissions. If your team does it every month, there's likely a way to automate 80% of it.

VBA Python Selenium OpenPyXL
🤖
04 —
AI-Powered Finance Tools

Leverage LLMs to classify transactions, extract data from unstructured documents, write narrative commentary for reports, or build smart query interfaces for your finance data.

LLM APIs RAG Claude / GPT OCR + NLP
🗂️
05 —
Insurance & Reinsurance Ops

Niche expertise in technical accounting, treaty reconciliations (QS/XOL), bordereaux processing, and IFRS 17 reporting workflows. Few automation consultants understand this space — I do.

IFRS 17 Treaty Accounting Bordereaux Reconciliations
📋
06 —
Custom Excel Data Models & VBA Tooling

Complex spreadsheet engineering — nested logic, dynamic dashboards, one-click reporting, and robust macro suites. For teams not ready to move to Python but want to squeeze the maximum from Excel.

VBA Advanced Excel Power Query Formulas
AV
Cert CII
London Market
2022

Doha, Qatar

Open to remote clients worldwide

Finance Pro.
Automation Engineer.

I started my career in Chennai specializing in statutory, tax, and internal control audits. I quickly became the 'go-to' person for building custom tools that accelerated workflows and eliminated monotony. From mastering Power Query and nested IF statements to developing VBA macros and complex reconciliation sheets, I found my niche in transforming manual processes into efficient, automated systems.

In 2019, I got an offer in Qatar to join Al Koot Insurance & Reinsurance — part of the QatarEnergy Group. I work in finance operations across a portfolio of reinsurers, credit control, technical accounting, treaty reconciliations, and finance closing processes. When VBA hit its ceiling on big datasets, I moved to Python.

2019 →
Now
Finance & Reinsurance Coordinator
Al Koot Insurance & Reinsurance — Doha, Qatar
Technical accounting, credit control (USD 82M/yr), treaty management, IFRS 17 transition. Built 20+ automation tools cutting team effort by 30%.
2017–
2019
Audit Senior
K R T & Co. Chartered Accountants — Chennai
Led audit engagements, managed team of 4, built GST automation tools reducing audit cycle by 70%. Responsible for 64% of the firm's billable revenue.
2016–
2017
Audit Junior
S B S B & Associates — Chennai
Statutory and tax audits, VAT-to-GST transition for clients, developed early VBA tooling. Assigned top clients in first year.
2016
B.Com — Commerce & Finance (First Class)
University of Madras, Chennai
Foundation in accounting, financial analysis, and taxation.

Numbers That
Matter

30%
Efficiency gain across finance team operations
2,000+
Work-hours reclaimed through automation
70%
Reduction in audit cycle time via GST return automation
20+
Production tools built & deployed across two firms
Case Study 01 —
Medical Invoice Lifecycle Automation

Al Koot was migrating reporting software. During the transition, the entire medical invoicing cycle — from underwriting to ERP entry — was at risk of grinding to a halt. I built a fully automated pipeline handling every step: data extraction from underwriting systems, validation, transformation, and ERP injection. Zero manual intervention required.

Full lifecycle automated during ERP migration
Case Study 02 —
Treaty Dues Recovery System

Years of long-pending dues from treaties and local insurers were at risk of being written off. I built a tool to identify, collate, and organise proofs of each outstanding item — generating structured documentation that could be sent to counterparties for recovery. Result: over USD 2 million recovered before the write-off deadline.

USD 2M+ recovered from legacy receivables
Case Study 03 —
GST Return Automation — Audit Firm

Annual GST return preparation at the audit firm was a multi-day manual exercise prone to data entry errors. I built a VBA-powered tool that ingested raw accounting data, applied all GST rules, and produced audit-ready return schedules. Time to completion dropped 70% and data accuracy hit 99.99%.

70% faster cycle, 99.99% data accuracy
Case Study 04 —
Automated Report Pulling from Intranet

Finance team members were spending hours each week logging into internal systems, running reports, downloading data, and formatting it for management. I wrote Python scripts using Selenium and Requests to automate the entire retrieval and formatting process — scheduled, hands-free, and delivered to the right inboxes.

Hours of weekly manual effort eliminated

Tools of the Trade

🐍 Python Core Language
📗 VBA / Excel Spreadsheet Automation
🐼 Pandas / NumPy Data Processing
🌐 Selenium / BS4 Web Scraping
📊 Power BI Visualisation
🤖 LLM APIs AI Integration
🗄️ SQL Data Querying
📈 R Statistical Analysis
📄 OpenPyXL / xlrd File Handling
🚀 FastAPI / Flask Lightweight APIs

From Problem to
Deployed Tool

01
Discovery Call

We map out your most painful manual processes and agree on what to automate first and what success looks like.

02
Scoping & Quote

I scope the build, estimate effort, and give you a fixed-price quote. No surprises, no scope creep.

03
Build & Test

I build the tool, test it against your real data, and iterate until it works exactly the way you need it to.

04
Handoff & Support

Clean documentation, a walkthrough session, and ongoing support so your team can run it independently.

Ready to stop
doing it manually?

Whether you have a specific process in mind or just a vague feeling that "there has to be a better way" — reach out. First conversation is always free. I work with finance teams across the Gulf, India, and beyond, fully remote.

Available for new projects