Microsoft Excel Automation Expert

Enterprise spreadsheets, automated

Spreadsheets that populate themselves. We build workflows that automatically pull data, sync with business systems, generate reports, and keep your Excel files always accurate and current.

What we automate with Microsoft Excel

Automated data population

Pull data from databases, CRMs, ERPs, or web services directly into Excel. Real-time or scheduled updates.

Cross-system synchronization

Keep Excel files in sync with business systems. Bi-directional sync ensures data consistency everywhere.

Report generation and distribution

Automatically generate Excel reports, format them perfectly, and distribute to stakeholders on schedule.

Data validation and processing

Validate Excel data, clean entries, flag errors, and process information automatically.

Popular Microsoft Excel automation workflows

Financial reporting

Compile financial data from accounting systems into Excel reports. Generate and distribute monthly statements automatically.

Inventory tracking

Sync inventory levels from e-commerce or ERP systems to Excel trackers. Update in real-time.

Sales pipeline reporting

Pull CRM data into Excel dashboards for sales analysis and forecasting. Update automatically.

Budget tracking and alerts

Track expenses against budgets in Excel. Send alerts when thresholds are exceeded.

Pre-built Microsoft Excel Automations

View all templates

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Microsoft Teams PTO Automation

Streamline time-off requests and approvals

Collect PTO requests in Teams, sync approvals to Outlook calendars, and update Excel or Sheets automatically.

beginner1-2 weeks

Integrations that work great with Microsoft Excel

Microsoft Outlook

Email and calendar automation for enterprises

Google Sheets

Spreadsheets that work for you

Airtable

Turn your Airtable into an automation engine

Ready to automate with Microsoft Excel?

Book a free consultation to discuss your Microsoft Excel automation needs and discover how we can help eliminate manual work.