Excel automation

Turn recurring spreadsheet work into a reviewable reporting workflow.

For teams that repeatedly copy spreadsheets, check formulas and assemble reports. We review your file structure and calculation rules before deciding what to automate and where human judgment is needed.

What we work with

  • Sales, orders or inventory in Excel and CSV
  • Column definitions, data types and calculation rules
  • Existing reporting templates

What you receive

  • Consistent columns, dates and numeric fields
  • Missing, duplicate and invalid record review lists
  • Summary tables, dashboards and export files

A workflow example

For monthly sales reporting, connect transaction dates, customers and amounts across files, separate returns and missing records, then let a reviewer resolve exceptions before producing the report.

Explore the fictional-data demo (Korean)

Scope and review

Macros, formula evaluation, external connections and encrypted workbooks require separate assessment. File compatibility is defined during discovery.

Do we need to replace our spreadsheet templates?

We review existing templates first and identify which can be supported through column mapping and which need clearer input rules.

Start with one recurring task and the files or systems it uses. We assess scope before implementation.

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