Harpreet Singh Gill

About

I'm Harpreet Singh Gill, a freelance specialist based in Adelaide, SA. I help accountants, lawyers and consultants spend less time moving data and chasing tasks. I connect the tools you use, tidy up reporting and build workflows that fit how your team works. My approach is practical: start small, test with real tasks and keep things clear. In our first chat, I'll ask where work gets stuck, what you use now and who needs access to what. You can expect plain advice, space for questions and a clear outline of what might help, what can wait and what I'd need to get started.

Services

• Software integrations
• Reporting and analytics automation
• Workflow automation

Industries

• Professional services

Tools

Xero, Power BI, Microsoft Excel, Make, SharePoint

Project example

The problem

In this illustrative project, I helped a small accounting practice whose staff copied job and billing details between spreadsheets and shared folders. Preparing the regular management report meant checking several sources by hand. I found that unclear task ownership also made it difficult to see which client jobs needed attention.

What was implemented

I used Make to move agreed billing data from Xero into a structured reporting process, with Microsoft Excel holding the team's job tracking inputs. I built a Power BI dashboard to bring the information together and used SharePoint for shared documents and process notes. I added checks for missing fields and duplicate entries, then tested the workflow with sample records before walking staff through everyday tasks and exception handling.

The outcome

In this illustrative example, I left the team with a clearer view of active work and a more consistent reporting process. Staff had fewer manual copying steps, and the practice could discuss outstanding jobs using a shared set of information rather than separate spreadsheets.

Provided by the specialist. Talk Digital reviews profiles but does not independently verify project results.

Experience

I've spent several years building software connections, reporting processes and workflow automations for small professional services teams. My work has covered month end reporting, job tracking, document handling and internal task handoffs. I often work with data spread across spreadsheets, finance systems and shared folders. I'm used to working alongside busy staff, learning the exceptions in their processes and turning those details into solutions they can understand and maintain.

Support and handover

I provide a practical handover with plain language notes, workflow diagrams and guidance for common issues. I run training around the tasks your team actually performs. After delivery, I can help troubleshoot problems, adjust workflows and keep documentation aligned with agreed changes.

TalkSI reviews

Demo reviews: fictional examples for testing. Not real customers or verified work.

• 5 out of 5· Lee C. · July 2026

  Listened carefully to how we work before suggesting anything. Great result.