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Assuming a proper database management system (e.g., BigQuery) is used to store input data in Step 1, are there any Python programs out there for automating the workflow outlined below?

For context, I am not a software developer by trade and currently use Excel to handle the following invoicing workflow:
  1. Store all client booking & utility data for multiple properties;
  2. Calculate appropriate utility charges due for each individual client;
  3. Pull the data & calculations to a well-formatted “Utility Statement” tab within the same Excel workbook (changing the client name will automatically update the calculations); and
  4. For every single client: (i) calculate the applicable charges (by pasting in the client name), (ii) export the output as a PDF, and (iii) email the PDF to the appropriate client

The problem here really pertains to the time and work required to complete Step 4 (currently an entire workday), which increases linearly as the number of clients increases.
you should google 'Utility Billing, python'

This is a developer forum, so for the most part is about python objects used in creating projects, and not complete projects.

Searching this forum for 'billing' does return 2 pages of subjects related to billing, but as expected, there are only snippets of someones projects.

When I am looking for something like order processing, billing or any other application for that matter, I find it useful to got to Google images, query the subject I'm interested in, and if I see something that I like, visiting the page the image came from. A good time saver in my opinion.
(Feb-01-2023, 11:06 PM)Larz60+ Wrote: [ -> ]you should google 'Utility Billing, python'

This is a developer forum, so for the most part is about python objects used in creating projects, and not complete projects.

Searching this forum for 'billing' does return 2 pages of subjects related to billing, but as expected, there are only snippets of someones projects.

When I am looking for something like order processing, billing or any other application for that matter, I find it useful to got to Google images, query the subject I'm interested in, and if I see something that I like, visiting the page the image came from. A good time saver in my opinion.

Thank you for your input here, Larz60. So to clarify, this forum is intended to operate in a similar fashion to Stack Overflow (i.e., no opinion- or recommendation-based questions)?

If that is the case, where do you recommend someone like myself go to 'consult' with an experienced Python developer on a topic like this? I have used Upwork in the past, but consultations there have been incredibly hit-or-miss. I feel strongly that someone with experience would immediately have an idea for what tools to use for a workflow like this, and I guess that recommendation is all I'm looking for.

I appreciate your recommendation on Google Images as well. I have queried Images for use cases, but this particular workflow does not really need a GUI, so finding good examples with this approach has been tricky.
Someone may still answer your post here.
I did find some code that might be similar to what you are looking for, not sure if it will help, but I'll post the links anyway.

1. Real eastte booking software
2. Video: Asset Management in python
3. Several GitHub repositories: https://github.com/topics/assets-management?l=python

Does this help?