"Our Excel file does everything, but only one person knows how it works." In many SMEs, Excel is the real management system: quotes, inventory, sales tracking, monthly reports. It has grown over the years, one tab and one formula at a time.
The result: copy-pasting every week to bring data in, formulas that break when a row is added, versions emailed back and forth, and reports rebuilt by hand. Excel isn't the problem; the way it's used is what costs time.
This service is for SMEs where one or more Excel workbooks have become essential to daily work, and who want them to be more reliable, faster and less dependent on a single person.
We start with what Excel already offers: structured tables, Power Query, macros and Office Scripts. When data needs to move to other software, Power Automate or Zapier connect it to QuickBooks, your CRM or your email. See also our systems integration service and QuickBooks + CRM integration.
The free efficiency analysis shows which workbook costs you the most time. We start there, then apply the same approach to your other files, one at a time.
No. We start from your current files and make them more reliable and more automated. Excel stays the tool your team already knows.
Yes. We first work out what the file does and where its data comes from, then restructure it without losing what works.
We adapt to your version of Excel and choose the tools accordingly.
When several people need to edit the same data at once, or information has to flow between several applications, it often makes sense to connect Excel to your other systems. See our systems integration service.
Yes. Once the data is imported and structured, we build reports and dashboards that refresh in one click, from the same data your team already uses.
This automation is often step one. See how we automate an entire operation.
A free analysis of about one hour and a prioritized roadmap, at no cost and with no commitment.
Request my free analysis