What we build
Financial Models
Robust financial models for forecasting, budgeting, and scenario analysis. Built for accuracy and auditability.
- Three-statement models
- Scenario and sensitivity analysis
- Clear documentation and audit trails
Power Query Automations
Automate data refresh and transformation. Connect to databases, APIs, and files with one-click updates.
- Data source connections
- Transformation pipelines
- Scheduled refresh setup
Reporting Templates
Standardized reporting templates that anyone can use. Consistent formatting, automatic calculations, and clear instructions.
- Branded templates
- Data validation and error checking
- User guides and training
VBA & Macro Development
Custom automation for repetitive tasks. VBA macros that save hours of manual work.
- Task automation
- Custom functions
- User forms and interfaces
Frequently Asked Questions
When should I use Excel vs. a database?
Excel works well for ad-hoc analysis, small datasets (under 100K rows), and when flexibility matters more than scale. Move to a database when you need multiple users, larger data volumes, complex relationships, or audit trails.
Can you help migrate from Excel to a proper database?
Yes, we help companies graduate from spreadsheets to databases and data warehouses. We preserve what works, automate what's manual, and build proper data infrastructure while minimizing disruption.
What's Power Query and why should I use it?
Power Query is Excel's built-in data transformation tool. It lets you connect to databases, APIs, and files, then automatically refresh and transform data. It's like having an ETL pipeline inside Excel.
Do you still build VBA macros?
Yes, when VBA is the right tool. For automation within Excel, VBA can be simpler than external solutions. We also help migrate legacy VBA to modern alternatives like Power Automate or Python when it makes sense.
Can you fix or audit existing spreadsheets?
Absolutely. We audit existing spreadsheets for errors, improve structure and formulas, add documentation, and optimize performance. Many clients start with a spreadsheet audit before building something new.