Excel automation for the spreadsheets your business runs on.
Most companies have a spreadsheet that someone rebuilds every Monday, and another that only one person understands. Our Excel automation services automate the first, and when the second has become a database in all but name, we replace it with something that can't be broken by a sort.
On this page
What we automate
- Weekly and month-end reports that someone assembles by copying exports from several systems into one workbook.
- Data entry from emails, PDFs and forms into a spreadsheet, and from the spreadsheet into your accounting system or CRM.
- Price lists, quotes and order sheets that are recalculated by hand whenever a cost changes.
- Reconciliations that compare two exports line by line.
- Workbooks full of macros that only their author can run or fix.
Pick the right tool for the job
Excel has more automation built in than most people use. We start there and move up only when we have to.
| Tool | Good for | Watch out for |
|---|---|---|
| Power Query | Pulling and cleaning data from files, databases and other systems, refreshed with one click | It prepares data; it doesn't send it anywhere |
| Office Scripts with Power Automate | Automating Excel on the web on a schedule or a trigger, such as a new file arriving | Needs the workbook in OneDrive or SharePoint |
| VBA macros | Desktop workbooks that already rely on them | Microsoft now blocks macros in files from the internet by default, and a macro nobody can read is a risk |
| Python in Excel | Analysis and charts beyond what formulas do | It runs in Microsoft's cloud, so check your data policy first |
| A small application with a database | Several people editing, an audit trail, or more data than a worksheet should hold | It has to be built, hosted and maintained |
When the spreadsheet has become a database
A worksheet holds 1,048,576 rows, and that limit is rarely the first problem. These signs come much earlier:
- Several people edit the same file, and someone keeps a "master copy" to settle arguments.
- Nobody can say who changed a number, or when.
- A formula error has already cost money once.
- The file is emailed around, so there are six versions and none is current.
- One person is the only one who knows how it works, and their holiday is a risk.
When those are true, we move the data into a proper database with a simple interface on top, keep Excel as a place to analyze and export, and connect it to the systems that feed it. Our custom API integrations page covers the connections. If your team lives in Microsoft 365, the new tool can be a Power App; our Power Platform page covers that route.
What that looked like for a retailer
A retailer with 500 products spent twelve hours a day in spreadsheets working out prices, and still couldn't say which product to promote the next day. We built the analytics layer that answers it from data the business already had. Read the case study.
What it costs
Automating one recurring report with Power Query and a scheduled flow is a small project. Replacing a shared workbook that runs a department with an application, a database and integrations is a larger one. We fix the price once the audit has mapped the workbook: every sheet, formula, macro and the people who use it. For market figures, see what custom software development costs.
The Automation Audit
One workflow you name, mapped end to end, with the arithmetic done before anyone writes code.
- Scope
- One workflow you choose, traced end to end, including the steps nobody documented.
- Duration
- Two weeks, fixed.
- Fee
- Fixed, and quoted in full before we start. No hourly drift.
- You get
- A written map: what can be automated, what it would save in hours, what building it would cost, and what we would leave alone.
- You keep it
- The map is yours whether or not you hire us to build anything.
And if the audit shows the automation will not pay for itself inside twelve months, we will tell you, and we will not quote the build.
Questions we get asked about Excel automation
Will our team have to stop using Excel?
Usually not. Excel stays for analysis and ad hoc work. What moves out is the part that behaves like a system: shared data, repeated steps, and rules that must be followed every time.
Can you fix our macros instead of replacing them?
Yes, when the workbook is sound. We document what each macro does, fix what's broken, and sign it so it runs under your security settings. If the logic belongs somewhere sturdier, we tell you why before rewriting anything.
What about Microsoft Access databases?
The same thinking applies. We move the data into a supported database, rebuild the forms your team uses as a web or Power Apps interface, and keep reports available in Excel.
Is our data safe with you while you work on it?
We are certified to ISO/IEC 27001:2022, and we can work inside your own Microsoft 365 tenant so the files never leave it. The certificate and its scope are published.
