“Month-end runs across a dozen files, three teams and the one person who knows how it fits.”
Best forComplex workflows that touch multiple files, sheets or teams.
An end-to-end automation system for businesses with extensive, multi-step or high-volume workflows. It replaces entire blocks of monthly manual effort with a streamlined internal tool.
Ideal for teams that spend days each month repeating predictable steps across multiple files or datasets.
What it covers
One large workflow with many steps, or a suite of connected smaller ones forming a pipeline:
- Monthly reporting cycles
- Large dataset ingestion and transformation
- Multi-entity consolidations
- Recurring accounting and FP&A processes
- Data cleaning and mapping systems
- Automated KPI and report creation
What you get
- Workflow walkthrough call, then a technical review and design approval call
- A blueprint: workflow map, data rules, logic sequences, file dependencies, architecture, assumptions and expected performance
- The system itself: VBA orchestration, a VSTO add-in with ribbon buttons, Python processing or a small local web app, as the job needs
- Testing across normal cases, messy edge cases and unusual inputs
- 60-minute handover, a step-by-step user guide, technical notes and a recorded walkthrough
- 30 days of support: fixes, small improvements and adjustments for minor input changes
Timeline
Typical delivery: 5–6 weeks. It depends on complexity and how quickly the files and information are available.
If the workflow doesn’t suit automation, or Excel isn’t the right tool, you will know after discovery, before any build starts.