Excel Automation

We worked with a financial services team to automate their Excel-heavy reporting workflows — eliminating hours of manual data wrangling, formatting, and cross-referencing that consumed their analysts every month.

The challenge

The team received data in dozens of Excel files from different sources, each with inconsistent formatting. Analysts spent the first week of every month consolidating, cleaning, and reformatting data before they could even begin analysis. Formulas broke frequently, and version control was nonexistent.

What we built

We built an automation pipeline that ingests Excel files from any source, normalizes data formats, validates against business rules, and produces clean, analysis-ready workbooks. The system also generates the monthly reports automatically, flagging anomalies for human review.

Results

• Monthly data preparation reduced from 5 days to 2 hours
• Report generation fully automated with human-in-the-loop review
• Analysts spend 90% of their time on analysis instead of data wrangling