Excel reporting automation
Excel Reporting Automation for CFO-Led Teams
Automate recurring Excel reports, ERP exports, data cleaning, KPI packs, and budget vs actual reporting.
Former CFO perspective. Practical automation. No ERP rebuild required.
What the engagement is built to improve
- Reporting workflow review
- Clean data model and mapping logic
- Automated Excel or Power Query report
- Documentation for refresh and handover
Designed for conversion from problem to working automation
A focused landing page for finance leaders who need measurable workflow improvement, not a generic AI demo.
ERP export cleanup
Turn messy exports into repeatable clean data tables.
Report refresh
Reduce copy-paste work across recurring monthly reports.
KPI dashboards
Create reliable reporting packs with clear refresh logic.
Variance analysis
Standardize budget vs actual views and commentary inputs.
How the work usually runs
We start with the recurring finance workflow, map the inputs and controls, then automate the repeatable steps using Excel, Power Query, structured templates, and AI-assisted review where it is useful.
The report design starts with how decisions are made.
Refresh steps are documented and easy to operate.
Checks highlight missing mappings and unusual movements.
Ready to reduce recurring manual finance work?
Send a short note about the workflow. I will help you decide whether it is worth automating first.
Contact Andriy about this workflow