Cut the manual work behind your monthly reports — with Excel, Power Query, SharePoint and Power BI
Still downloading data, copying between workbooks, cleaning files, reconciling information and rebuilding the same reports every month?
We help organisations automate repetitive Excel reporting processes — often using the Microsoft tools they already have. From Excel and Power Query to SharePoint and Power BI, we build practical, cost-effective solutions that reduce manual work and make reporting easier to run and maintain.
You don't always need to move away from Excel. Many organisations have Excel reports that work, but have become highly manual over time — data is downloaded from different sources, copied between workbooks, cleaned, reconciled, calculated and rebuilt every reporting cycle. We automate those repetitive steps while keeping Excel as the reporting interface where it remains the right tool.
Recurring management and financial reports
Data extraction from ERP and other systems
Combining multiple Excel, CSV and SharePoint files
Data cleaning and transformation with Power Query
Reconciliations between different data sources
Recurring calculations and reporting logic
Consolidation across entities, branches, departments or cost centres
Repetitive copy-and-paste processes
Refreshable Excel and Power BI reports
If your team performs essentially the same reporting steps every week or month, there is a good chance that part of the process can be automated.
Automating the manual work behind your reports pays back fast:
Refresh in a click instead of rebuilding the report from scratch.
The rules run the same way every time — less risk of mistakes or omissions.
One refresh and every number is up to date, on demand.
Free your team to interpret the numbers instead of preparing them.
Add sources, entities or cost centres without starting over.
Reconciled to your existing reports, consistent and auditable.
We use the solution that fits the reporting requirement. Where Excel works, we can automate the processes behind it using Power Query and the Microsoft tools you may already have access to. Where a spreadsheet has become too large, complex or difficult to maintain, we can move the underlying data and reporting logic into Power BI.
And because Power Query works across both Excel and Power BI, an automated Excel solution can provide a natural foundation for scaling later.
Still receiving separate spreadsheets from branches, entities, departments or cost centres and manually combining them every month? Power Query can connect, clean and consolidate those files into a single refreshable reporting process.
The rules are defined once and applied consistently each time the report is refreshed — reducing manual effort and the risk of errors or omissions.
You don't need a technical specification to start. Show us the report you produce today. We look at the report, the underlying data and the steps your team follows to produce it. We identify what can be simplified or automated, build the solution, and reconcile the automated output to your existing report before it goes live.
Solutions can work with Excel, Power Query, SharePoint, Teams and Power BI — often using tools your organisation already has.
We don't just build the solution and walk away. We provide practical training and handover to equip your team to operate and maintain the reporting processes we implement.
We can also provide tailored Excel, Power Query and Power BI training based on your team's needs and your own reporting environment.
Sometimes the problem isn't the technology. You simply don't have enough capacity to get the reporting done. We can work alongside your finance team to provide additional reporting and FP&A capacity when you need it — during peak reporting periods, for specific projects, or as an ongoing service.
Support can include management reporting, budgeting and forecasting, variance analysis, financial modelling, data analysis and other FP&A activities.
Whether you need to automate a manual report, improve an existing process, equip your team or add reporting and FP&A capacity, we tailor the solution to what you need. Show us the report and the process behind it — we'll take it from there.
Talk to us about your reporting needs