Automate financial reporting pipeline — QuickBooks + ClickUp — Python/API dev, some LLM

Automate our monthly financial reporting pipeline (QuickBooks Online + ClickUp) We're a marketing agency looking to automate a monthly reporting process we currently assemble by hand across several systems. This is a well-defined project with an objective pass/fail test (details below), so we know exactly what "done" looks like. What we need built A pipeline that pulls data from our systems, runs our specific profitability math, and produces a monthly report automatically when we close the books: - Pull revenue by client and by service line from QuickBooks - Online (read-only) - Pull labor hours by employee, client, and service line from ClickUp (read-only) - Ingest monthly media spend by client (we'll advise the cleanest source — API or structured spreadsheet) - Apply our agency P&L logic — gross margin, then delivery margin after labor, then overhead to net — sliceable two ways: by account and by service line - Assign a green/yellow/red profitability status per account and per service line, with month-over-month trend - Deliver a monthly report package (executive summary + detail) automatically at book close - Include a "chat about this report" feature so we can ask questions of the numbers in plain language (e.g., "why was labor on Client X high this month?") - A lightweight weekly check that confirms everyone has entered their time in ClickUp and flags who hasn't The system must be read-only on our source systems — it never writes back to or edits QuickBooks or ClickUp. The acceptance test (please read before applying) Final acceptance is tied to one objective standard: the system must reproduce our existing, hand-closed gross-margin and profitability figures for 2–3 past months, matching to the dollar (or an agreed tolerance), before we consider it complete. We will provide those closed months as test cases. If you're confident you can hit that standard, we want to talk. How we'll work Hourly, structured in stages: an initial build to a defined checkpoint, then the tie-out validation gates the remaining work. We'll have a kickoff call to grant access and walk you through our P&L structure, then work iteratively through validation. Some overlap with US Central business hours is required for working sessions. Ownership We require full source-code access and the right to maintain and modify the system ourselves. We own the data and the infrastructure accounts. Please confirm you're comfortable with this. What we're looking for - Strong Python and proven API-integration experience — prior QuickBooks Online integration work is a major plus - Experience building data pipelines that reconcile multiple sources cleanly - Comfort with an LLM API (OpenAI, Claude, or similar) for the summary and chat features — this is a small part of the build, not the core - Clear communicator who can absorb our reporting logic from a conversation Please include in your proposal: 1. A QuickBooks Online (or similar accounting-system) integration you've built, and briefly, what it did 2. How you'd approach validating the pipeline against our hand-closed books 3. Any questions the acceptance test above raises for you about our data (e.g., how we handle media pass-through, service-line breakouts, or labor rates) We have a clear roadmap of additional automation projects behind this one. A strong first delivery leads directly to ongoing work — we're looking for a long-term partner, not a one-off.