Excel AutomationGive your analysts their week back
The three-day monthly report, done in three minutes. Keep the spreadsheets your team knows, lose the copy-paste and the errors.
Excel runs more businesses than any other tool, and it burns more skilled hours than any other tool. The monthly report that takes three days of copy-paste. The pricing model only one person can safely touch. The workbook that breaks when a column moves. None of that is an Excel problem. It's an automation problem.
We automate the pipeline around your spreadsheets: pulling in source data (including PDFs, using the same document-parsing capability that powers MyBudgetNerd), transforming it reliably, and producing the workbook or report your team already knows. On schedule, without the re-keying, without the silent errors.
Recurring reports consume days of skilled analyst time on mechanical work
Business-critical workbooks are fragile, unversioned, and understood by one person
Data arrives as PDFs or exports that someone re-keys by hand
Errors slip in quietly and surface in front of leadership
A Worked Example
MyBudgetNerd’s document pipeline
PDF bank statements in, every transaction extracted and categorized by a machine-learning pipeline, no re-keying and no credentials handed over. It is the same parsing capability we point at monthly reporting workbooks, running against real documents for paying subscribers.
Go and lookTwo ways in: a 2–3 week fixed-scope diagnostic that traces where the analyst hours actually go, or 4–6 weeks to the whole pipeline running on schedule. Most start with the diagnostic.
Hours back every week
Recurring reporting runs on schedule. Your analysts do analysis instead of assembly.
Errors caught, not shipped
Validated, versioned pipelines replace manual re-keying, so mistakes get caught before distribution.
A path to real BI
Automated spreadsheets are the natural first step toward live dashboards when you're ready.
Related Work
MyBudgetNerd
A shipped consumer finance product: PDF statement parsing, ML transaction categorization, and the Oracle engine for anomalies, category outlook, and plain-language explanation.
iOS · App Store
Aegis BI
AI-assisted financial intelligence that stays current: connect OneDrive or Google Sheets, then read the numbers anywhere through command-center dashboards, forecasting, what-if scenarios, and the Glaukos AI analyst.
Flagship · App Store
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