Spreadsheets that update themselves
Fragile spreadsheets don't fail on quiet days — they fail during vacations, audits, and busy seasons. We rebuild yours to refresh automatically and document them so anyone can run them.
✓ Fixed price from $750 ✓ 1–2 week turnaround ✓ QuickBooks & POS connected ✓ Documented hand-off
Every business has one
The 14-tab workbook only one person understands, with formulas nobody dares touch.
- It broke last quarter and someone quietly fixed it. Probably.
- Only Dave knows how it works. Dave would like a vacation.
- Copy-paste from QuickBooks exports, every single week.
- One wrong sort and three months of data is scrambled.
- Rebuilt on Power Query / VBA so it refreshes itself from the source.
- Documented in plain English — anyone can run it.
- Data pulls directly from QuickBooks, your POS, or your files.
- Validation and structure so a stray click can't destroy it.
What we do with spreadsheets
Rescue & rebuild
Fragile workbooks rebuilt clean — same outputs, none of the duct tape.
VBA & macro automation
The 30-step manual routine becomes one button. Or no button — a schedule.
Self-refreshing templates
Workbooks that pull from QuickBooks, POS exports, or a database when opened.
Data cleanup
Duplicates, dates-as-text, three spellings of the same customer — fixed at the source.
Upgrade path
When you're ready, the same clean data feeds a live dashboard — no rework.
Documentation
Every rebuild ships with a plain-English runbook, so it survives staff changes.
What it costs
- Audit + rebuild of 1–3 key spreadsheets, 1–2 week turnaround
- Ongoing refresh & support available from $95/mo
- Quoted in writing before any work starts
What the research shows
Replacing manual spreadsheet workflows is the most repeated theme in published BI case studies — Microsoft's FoodPharma story reports reporting cut from 2 days to 90 minutes with 15 hours a week returned to the team. The same mechanism works at 10-person scale. See the sourced evidence →
Frequently asked
If something isn't here, the free review is the fastest way to a direct answer.
How much does spreadsheet automation cost?
The Starter Reporting Cleanup is $750 fixed: an audit of your current reports, a rebuild of 1–3 key spreadsheets with refresh automation where possible, and a hand-off video. Bigger jobs are quoted in writing first.
Do you work with Google Sheets too?
Yes — the same patterns (automated intake, cleanup, scheduled refresh) apply to Google Sheets and mixed Excel/Sheets environments.
Will my team need to learn anything new?
No. The goal is the same spreadsheet experience with the manual steps removed. Every rebuild includes documentation and a short walkthrough video.
What if the spreadsheet is beyond saving?
Then we'll tell you — and show you what the dashboard version looks like before you spend anything. That's what the free review is for.
Ready to see your numbers?
Book a free 30-minute review. You show us how reporting works today; we show you what could be automatic. No pitch.