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upwork.com 2026-04-20 🟢

🔹 Natural Gas Settlement Automation System
👤 Client: 🇺🇸 United States Member since 2026-04-18
💰 Price: $35,000
🚩 Problem: Automate complex natural gas settlement processes for 18 producer/sales contracts, ensuring accurate financial reporting and tax compliance.
📦 Existing: Not specified

Specifications:

[Target] Build a comprehensive Airtable base with Make.com automations to handle monthly gas settlements for 18 producer/sales contracts.
[Method] Implement dual settlement cycles (one-month lag and two-month lag) with 21 different statement types, including producer payments, sales invoices, and consulting fees.
[UI/UX] Design intuitive interfaces for data entry, validation, and reporting. Ensure seamless user experience across all modules.
[Stack] Use Airtable as the primary database, Make.com for automations, and Excel templates for formatted statements.
[Security] Implement robust security measures to protect sensitive financial data, including access controls and encryption.
[Format] Deliver fully functional Airtable base with Make.com integrations and Excel template generation.

Workflow:

1. Create 18 interconnected tables in Airtable with complex relationships.
2. Configure dual settlement cycles (one-month lag and two-month lag) for each contract.
3. Implement 21 different statement types, including producer payments, sales invoices, and consulting fees.
4. Set up Make.com automations for PDF extraction, Excel generation, cross-statement linking, and auto-calculation of consulting fees.
5. Develop validation rules and data integrity checks in Airtable to ensure accuracy.
6. Populate test data for 2-3 months and validate core formulas and rollups.
7. Test the system with February dual settlement month (both January and December production) to ensure all statements are generated correctly.