Recorded walkthroughs of systems we've built, run on sample data. Client systems and their numbers stay confidential.
Q2 · Efficiency
Every month, 50 branch sales files arrive with slightly different headers, text-formatted numbers and blank rows.
One button reads every file, maps each header variant, fixes the data issues and produces a single consolidated dataset with a log of what it changed. On the demo: 113,760 rows in about 80 seconds.
Excel VBA
Q1 · Visibility
Leadership waited for a monthly consolidation pack assembled by hand across entities.
Revenue, margin, EBITDA and cash against budget, by entity and region, refreshed from the ledger. Rebuilt here on sample data. The client version replaced a 40-hour monthly consolidation with a 2-minute refresh.
Power BI · Power Query
Q2 · Efficiency
Trades, cash and positions were matched against external records line by line at every month-end.
The reconciliation runs in about two seconds, lists every break with an owner and a reason, and refreshes the Power BI extracts. Rebuilt on sample data. The client version took month-end close from 10 days to 2.
Excel VBA · Power Query
Q1 · Visibility
Nobody could see the open breaks or the NAV trend without asking for a spreadsheet.
Match rates, open breaks and NAV per unit by month, with drill-down from each number to the break behind it.
Power BI
Q3 · Intelligence
Simple questions about the numbers waited days for someone to pull a report.
A finance assistant over the ledger, the AP inbox and the reports. Ask a question, get the answer with its sources: duplicate invoices held, bills that don't add up, regions running over budget.
Custom AI · Your ledger and documents
Q4 · Autonomy
Supplier invoices landed in a shared inbox and were typed into QuickBooks by hand.
The workflow reads each invoice, checks it for duplicates, prepares the bill in QuickBooks and flags only the ones a person should look at.
n8n · QuickBooks · AI extraction
Q2 · Efficiency
An accounting practice chased clients for filing documents over email, then sorted the attachments by hand.
Clients upload what the filing needs through one form. Each file lands in the right Drive folder, gets logged in a tracker, and the client is told when everything is in.
n8n · Google Drive · Google Sheets
Q1 · Visibility
A finance team knew it was busy but couldn't say where the hours went or what to fix first.
Hours and cost per process, what to automate first, what to leave alone, and a phased build plan. Shown here for a fictional distributor.
Roadmap report
Q2 · Efficiency
Follow-ups lived in someone's head and a colour-coded sheet.
A CRM inside Excel: follow-ups due today, one-click personalised follow-up emails through Outlook, pipeline stages and an activity log.
Excel VBA · Outlook
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