Excel automation & financial modeling for finance and accounting teams
Finance teams live in Excel. We make that time count: fewer manual steps, fewer errors, faster close.
Delivered remotely for US and international teams, with overlap into US business hours.
Most finance and accounting teams already have their ledger and payroll systems. The friction is everything around them: exports pasted into workbooks, reconciliations checked by eye, management packs rebuilt every month, and models only one person understands.
We build governed Excel models, VBA-driven workflows and lightweight custom applications that connect to your accounting system, automate the repeatable steps and keep the logic transparent and auditable. Where it adds value, we add AI-assisted checks that flag anomalies before they reach the report.
Challenges we see in finance & accounting
- Month-end close takes days – manual exports, copy-paste and rework every cycle.
- Reconciliations depend on visual checking and tribal knowledge.
- Management reports and board packs are rebuilt by hand each month.
- Fragile, undocumented models with broken links and hard-coded numbers.
- Budget and forecast versions scattered across emailed workbooks.
How we help
- Automated month-end reporting packsExcel Dashboard Development
- Bank, ledger and intercompany reconciliation toolsExcel VBA/Macro Development
- Budgeting, forecasting and scenario modelsExcel Financial Modelling
- Live connections to your accounting system and databasesExcel Integrations (SQL, API, etc.)
- Model reviews and spreadsheet risk auditsSpreadsheet Auditing
Where AI fits in finance
AI works best here as a second set of eyes, not a black box.
- Flag unusual transactions and variances before sign-off
- Draft variance commentary for management reports for a human to review
- Extract invoice and statement data from PDFs into structured tables
Systems we connect
- QuickBooks
- NetSuite
- Sage Intacct
- Bill.com
- SQL Server
- Power BI
Built with audit trails and review steps that support SOX-style internal controls.
Frequently asked questions
Can you automate our month-end reporting without replacing our accounting system?
Yes. We connect Excel to your existing system, automate the data pull and build the report pack around it, so your ledger stays the source of truth.
Do you fix existing financial models or only build new ones?
Both. Many projects start with a review of an existing model, then targeted fixes to structure, formulas and controls.
How do you keep models auditable?
Clear input, calculation and output separation, documented logic, version control and check totals so reviewers can trace every number.
Is AI safe to use with financial data?
We use AI for review and extraction tasks with human sign-off, and agree data-handling rules with you before anything is processed.
Shorten your close and trust your numbers
Delivered remotely for US and international teams, with overlap into US business hours.
Book a free discovery callLet's talk about what you need
Big or small, we are happy to discuss it. Send us a message or book a free discovery call — we typically respond same business day.
What happens next
- 1
We review your enquiry carefully and reach out personally — usually same business day. No obligation, no hard sell.
- 2
We clarify scope, then provide a clear fixed-price quote and realistic delivery timeframe so you know exactly where you stand.
- 3
Once agreed, we build in stages, keep you updated, and hand over a solution your team can rely on — with support if you need it.