Cut manual hours
Replace copy-paste rituals with one-click refresh powered by Power Query, VBA, or Python.
Excel Automation Services
Excel Automation Services & Dashboard Design that saves hours
We deliver expert Excel automation software services and custom dashboard design services that turn error-prone spreadsheets into reliable business systems—fast, auditable, and integrated with your data sources.
- Finance models & scenario planning
- Automated reporting & distribution
- Power Query / Power Pivot data pipelines
- VBA or Python task automation
- Data validation & audit trails
- Excel ↔ cloud apps (Sheets, SQL, APIs)
Business outcomes
Our Excel automation services and dashboard services are designed to cut manual work, reduce errors, and give you decision-ready dashboards on demand.
Fewer errors
Input controls, tests, and versioning prevent silent formula drift and broken links.
Faster decisions
Interactive dashboards and scenarios deliver the right numbers to stakeholders on time.
What we build
Financial models
Driver-based P&L, cashflow, cohort/LTV, pricing, and sensitivity analysis with clean audit trails.
Ops automation
Automate reconciliations, imports/exports, CSV cleanup, and PDF/Excel mail-merge tasks.
Dashboards & reporting
Refreshable Excel dashboards and reporting packs, slicers, Power Pivot models, and scheduled email distribution—end-to-end dashboard services built for busy teams.
Typical engagement
- Assessment & quick wins (week 1): review files, risks, and automation targets.
- Blueprint: inputs, calculations, outputs, data refresh, and governance.
- Build & iterate: formulas/models, Power Query pipelines, VBA/Python automations.
- Handover: documentation, tests, and training for your team.
Tech we use
Excel 
Power Query 
Power Pivot
Python 
Office Script
Power Automate
Sql
Don’t worry if your stack is different—Google Sheets and Airtable are supported too.
Selected case studies
Retail rolling forecast
Rebuilt forecasting workbook with Power Query ingestion (POS, e-comm, promos). Result: –75% prep time and a single source of truth.
Close & reconciliation
Automated GL/Bank recs, variance flags, and audit trail. Result: hours → minutes and fewer post-close adjustments.
Sales ops pack
Self-serve KPI dashboard with slicers by channel/region. Result: weekly deck fully automated.
FAQ
Can you work with our existing files?
Yes. We stabilize what you have (links, named ranges, structure) and then layer automation safely.
Excel vs. moving to BI?
We often start with Excel for speed & adoption, then graduate repeatable models to BI/DBT when ROI is clear.
VBA or Python?
We choose the lightest tool: Office Scripts/Power Automate for cloud-first, VBA for simple macro flows, Python for robust data wrangling and API work.
Ready to stop wrestling spreadsheets?
Bring us your messiest workbook—we’ll turn it into a reliable tool your team trusts.
Book a free consult