Finance Projects in Excel, SQL and Python (2026)

Finance projects an analyst or accountant would do: loan and EMI schedules, receivables ageing, valuation, audit analytics, GST, budgets and cash flow.

14 projects: 4 beginner, 7 intermediate, 3 advanced. Every step is checked as you go, an AI mentor helps when you are stuck, and you finish with a verifiable certificate.

Finance projects

  1. Financial Statement Analysis: Reading a 10-K Like an Investor — Learn to read a 10-K like an analyst: income statement, balance sheet, and cash flow mechanics, ratio analysis, red flags, and a full worked example. (beginner · $1.25)
  2. Building a Three-Statement Financial Model in Excel — Follow a corporate finance analyst building a linked 3-statement Excel model under a loan deadline -- driver-based forecasts, a debt schedule, circularity, and stress testing. (intermediate · $1.25)
  3. Build a Payroll Register with PF, ESI and TDS in Excel — Learn Excel payroll by building a factory's register: loss of pay, PF, ESI, TDS and net pay with XLOOKUP, ROUND, MIN, IF and VLOOKUP. Then direct your own AI and catch what it gets wrong. (beginner · $1)
  4. Loan EMI Schedule in Excel: A Delivery Van Loan with Prepayment — Model a van loan in Excel: EMI with PMT, a repayment schedule, interest by financial year, a prepayment and a flat-rate offer decoded with RATE. Then direct your AI and catch its mistakes. (beginner · $1)
  5. Building an SRE Practice: SLOs, SLIs, and Error Budgets — Learn to define meaningful SLIs, set defensible SLOs, calculate error budgets, and use burn-rate alerting to balance reliability with feature velocity. (intermediate · $2)
  6. SQL for Finance: Accounts-Receivable Ageing and a Collections List — Build a distributor's receivables ageing, credit-hold list, call list and DSO in SQL. Then direct your own AI through the same job and catch its mistakes. (intermediate · $1.25)
  7. Startup Fundraising: Term Sheets and Valuation for Founders — Follow a founder through a real seed round: cap table math, SAFE conversion, and the term sheet clauses that actually decide what founders keep. (intermediate · $1.25)
  8. Audit Analytics in Python: Duplicate Payments, Benford's Law and Journal-Entry Testing — Test a full year of vendor payments and journal entries with pandas: duplicate payments, Benford's law and journal-entry tests. Then direct your AI through the same audit and catch its mistakes. (advanced · $2)
  9. GST Sales Register and GSTR-3B Summary in Excel — Build a GST sales register in Excel: rates by lookup, place of supply, CGST and SGST or IGST, credit notes and a GSTR-3B Table 3.1 summary. Then direct your own AI and catch what it gets wrong. (intermediate · $1.25)
  10. Budget vs Actual in Excel: Variance Analysis for a Bakery — Build a bakery's monthly budget-vs-actual report from its ledger: lookups, SUMIFS, variance %, F/A flags, materiality and a flexed budget. Then direct your own AI and catch its mistakes. (beginner · $1)
  11. Capital Budgeting and Investment Decision-Making — Learn NPV, IRR, payback, and WACC through one company's real capital allocation decisions, from a single project to a constrained budget. (intermediate · $1.25)
  12. Corporate Valuation Fundamentals: DCF, Comps, and Precedent Transactions — Follow a junior banker through a real sell-side deal to build a DCF, pick and adjust trading comps, price control premiums in precedent deals, and triangulate a defensible valuation range. (intermediate · $1.25)
  13. DCF Valuation in Excel: A D2C Brand with Scenarios and a Sensitivity Table — Value a D2C skincare brand with a full DCF in Excel: clean base year, free cash flow, WACC, terminal value, scenarios and Data Tables. Then direct your AI and catch its mistakes. (advanced · $2)
  14. Pay-Equity Audit in Python: Raw Gap, Regression and a Remediation Budget — Audit a company's pay for gender equity with pandas and statsmodels: the raw gap, a regression that compares like with like, and a remediation budget. Then direct your AI through the audit. (advanced · $2)

Practise finance more

Frequently asked questions

Do I need to install anything for these finance projects?

Most projects run in labs inside your browser (SQL, Excel, Python, Power BI, Git and more). Cloud projects say up front when they use your own AWS account or a simulator instead.

How is a Bartman project different from a tutorial?

You do the work yourself, step by step. Each step is checked automatically, and an AI mentor helps when you are stuck, so you finish with work you can show rather than a video you watched.

Do I get a certificate?

Yes. Finishing a project earns a certificate with its own ID that anyone can verify on bartman.ai.

What is Bartman?

Bartman (bartman.ai) is a learning platform where you build real projects with an AI mentor, practise in free browser labs, take mock tests and practice exams, and run job simulations. It was founded in 2025 and is based in Hyderabad, India.

More project topics