Spreadsheet Automation

Excel & Spreadsheet
Automation Services

Your team shouldn't be spending hours copying, pasting, and formatting data in Excel every week. We build VBA macros, Power Query pipelines, and automated reporting systems that do the heavy lifting — so your team focuses on analysis, not admin.

8+
Years in Excel
5–20h
Saved / Week
80–95%
Time Reduction
What gets automated
  • Monthly P&L and management reports — generated in seconds
  • Multi-file consolidation across 10, 50, or 500+ workbooks
  • Bank reconciliation — matching, flagging exceptions automatically
  • Dynamic dashboards that refresh from a single data source
  • VBA macros that run on schedule without anyone touching Excel
  • Power Query ETL — clean, transform, and load data automatically
  • One-click invoice generation and formatted report output
★★★★★ 5.0 on Upwork · Verified Reviews
What's Included

Everything we build for
your Excel workflows

⚙️

VBA Macro Development

Custom VBA macros that automate repetitive tasks — formatting, consolidation, report generation, data validation, and anything else you do manually every week.

VBAExcel MacrosAutomation
🔄

Power Query ETL Pipelines

Build automated data pipelines that pull from multiple sources — CSV, databases, SharePoint, web — clean and transform the data, and load it into your Excel model automatically.

Power QueryM LanguageETL
📊

Dynamic Reporting Models

Advanced Excel models with dynamic formulas, scenario analysis, automated variance reporting, and one-click refreshable dashboards that always show current data.

Dynamic ArraysLAMBDAPivot Tables
🏦

Reconciliation Automation

Automated bank statement vs ledger matching, multi-source reconciliation with exception flagging, and audit-ready output — eliminating hours of manual cross-checking.

Bank ReconException FlaggingAudit Trail
☁️

Office Scripts (Cloud)

Automate Excel on SharePoint and OneDrive using Office Scripts — run on a schedule via Power Automate so files update automatically without anyone opening them.

Office ScriptsSharePointPower Automate

Macro Performance Tuning

Slow macros taking 30–45 minutes? We rebuild them using array operations, Dictionary lookups, and bulk writes — typical result is 10–30× speed improvement.

OptimisationVBA RewritePerformance
Who It's For

Teams still doing this
manually

If your team spends hours each week copying data between files, running the same macro over and over, waiting for reports to refresh — that's hours of high-cost human time going to work a computer should be doing.

We work with finance teams, operations managers, accountants, and analysts who want accurate, fast, automated Excel systems — without hiring a full-time developer.

Let's Talk →
📋

Monthly Reporting

P&L, MIS, management packs that take hours to build — automated to generate in minutes.

💳

Accounts Payable

Invoice matching, payment tracking, and exception flagging — all automated in Excel.

📦

Inventory Tracking

Dynamic inventory models that update from source data, track variances, and alert on low stock.

📈

Budget vs Actuals

Automated variance analysis, drill-down by department, monthly comparison dashboards.

🏢

HR & Payroll

Automated salary calculations, attendance tracking, and payroll report generation.

🔌

Data Consolidation

Pull from 5, 50, or 500 files — merge, clean, and produce a single master report automatically.

How It Works

From messy Excel to
automated system

1

Discovery Call

Walk me through your current Excel workflow — what you do manually, how often, and what the output looks like.

2

System Design

We map exactly what gets automated, what the triggers are, and what the final output looks like before writing any code.

3

Build & Test

VBA, Power Query, or Office Scripts — built cleanly, documented, and tested against your real data scenarios.

4

Handover & Support

Full walkthrough, clear documentation. Your team can run the system confidently from day one.

FAQ

Common
questions

What Excel tasks can be automated with VBA?

Almost any repetitive task: monthly reports, multi-file consolidation, bank reconciliation, pivot table refresh, automated formatting, email-triggered updates, and scheduled calculations that run without anyone opening the file.

Do I need to know VBA to use the system?

Not at all. Every delivery includes clear documentation and a live walkthrough. Your team just runs the system — no technical knowledge required.

How long does Excel automation take to build?

Simple macros: 3–5 days. Complex multi-file pipelines or dynamic models: 1–3 weeks depending on scope.

Can you automate Excel on SharePoint or OneDrive?

Yes. Using Office Scripts and Power Automate we build automations that run on a schedule without anyone opening the file — fully cloud-compatible.

My macro is already built but it's very slow. Can you fix it?

Absolutely. Macro performance optimisation is a common request. We typically achieve 10–30× speed improvements using array-based processing, Dictionary lookups, and bulk write operations.

Ready to stop doing this
manually?

Tell me your current Excel workflow in a 30-min call. I'll tell you exactly what to automate, how long it takes, and what it costs — no commitment, no pitch.

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