External Files (Excel, CSV, XML)
Automatically consolidating hundreds of regional or departmental files into one master view.
From startups to Fortune 500 companies, we've delivered Excel and Access solutions that drive real business results.














Join hundreds of satisfied clients who've transformed their business workflows with our expert solutions.
Limited availability: 2 automation projects this month
Schedule Free ConsultationMost organizations do not have a "lack of data"—they have a data logistics problem. Information is trapped in silos, forcing teams to act as "data janitors" rather than analysts. Having rebuilt hundreds of reporting pipelines, we see the same recurring bottlenecks:
Critical data is spread across disconnected Excel files, CSV exports, SQL databases, and web-based platforms.
Analysts spend 80% of their time moving data between workbooks and only 20% actually analyzing the results.
Multiple versions of the "final" report circulating through the company, leading to meetings spent debating which number is correct.
By the time a report is manually consolidated and checked, the data is often 48 to 72 hours old.
Manual data consolidation is more than an inconvenience—it is a significant business liability. When your reporting depends on human intervention, the risks compound:
Your most expensive employees are tied up in repetitive, low-value administrative tasks.
Every manual touchpoint is an opportunity for a typo, a missed row, or a broken formula that misrepresents performance.
If your team cannot see yesterday's margins until Wednesday afternoon, you are always reacting to old news.
When leadership spots an error in a manually prepared report, they lose confidence in the entire data system, reverting to "gut feel" over evidence.
We move beyond simple macros to build robust, structured data pipelines. By treating Excel as a central integration hub, we transform it from a static document into a controlled, automated system.
We link Excel directly to your source data, removing the need for manual exports and imports.
Reports update at the click of a button or on a pre-set schedule, ensuring you are always looking at current information.
We build logic that automatically cleans, re-formats, and validates data as it flows into your reporting layer.
Our systems are built using professional data modeling techniques (Power Query and Power Pivot) to handle millions of rows without crashing.
A truly automated hub must be able to "speak" to your entire tech stack. We specialize in integrating:
Automatically consolidating hundreds of regional or departmental files into one master view.
Real-time links to SQL Server, Oracle, MySQL, or PostgreSQL for live operational reporting.
Pulling data directly from ERPs, CRMs (Salesforce, Dynamics), and Accounting platforms (QuickBooks, Xero).
Connecting to modern web platforms to pull marketing, logistics, or financial data directly into your workbook via JSON or XML.
Seamlessly integrating with SharePoint and OneDrive for collaborative data pipelines.
We provide end-to-end automation consulting to replace manual work with reliable systems:
High-speed merging of disparate data sets into unified, report-ready tables.
Setting up secure, read-only links for live reporting without compromising system integrity.
Building specialized integrations to pull data from cloud-based business tools.
Creating "Health Checks" that automatically flag missing data or inconsistencies before the report reaches management.
Modernizing "heavy" workbooks to ensure fast load times and responsive interactivity even with large datasets.
Building resilient automations that provide clear feedback if a data source is unavailable.
Our professional approach ensures your automation is both secure and sustainable for the long term:
We map your data's journey from the source system to the final report to identify every manual touchpoint.
We choose the right integration method (Power Query, SQL, or VBA) based on your security and speed requirements.
Establishing robust links to your data sources following IT best practices.
Building the logic that cleans and reconciles data automatically.
Rigorous parallel testing to ensure the automated output matches your manual benchmarks 100%.
Providing your team with the knowledge to maintain and refresh the system independently.
Dashboards that refresh daily with consolidated sales, labor, and margin data.
Rolling up data from multiple entities or departments automatically at month-end.
Integrating vendor lead times, stock levels, and transit data from multiple platforms into one view.
Combining data from Amazon, Shopify, and brick-and-mortar stores for a unified inventory view.
Connecting live accounting data to budget spreadsheets for real-time variance tracking.
Manual Reporting: Takes hours or even days to gather, clean, and consolidate data for a single report.
Automated Integration: Reports update in seconds with a single click, providing real-time visibility whenever you need it.
Manual Reporting: Carries a high risk of human error due to manual entry, typos, and "broken" copy-pasting.
Automated Integration: Uses consistent, rule-based logic that processes data identically every time, ensuring 100% mathematical accuracy.
Manual Reporting: The process breaks down or becomes "too heavy" as your data volume grows, leading to file crashes and slow performance.
Automated Integration: Built on professional data engines (Power Query), these systems easily handle millions of rows without losing speed.
Manual Reporting: High recurring costs. You are essentially paying for expensive analysts to perform administrative "data janitor" work every month.
Automated Integration: A low, one-time setup cost eliminates the need for manual labor, allowing your team to focus on high-value strategy.
Manual Reporting: Prone to accidental "over-writing" of formulas and data, making it difficult to audit or verify source numbers.
Automated Integration: Uses read-only, preserved data sources. The connection is governed, meaning the original data remains untouched and secure.
This service is designed for organizations that depend on Excel as a critical reporting and analysis layer within a larger data ecosystem.
Who spend more time preparing data than analyzing it.
Looking for a cost-effective way to provide business users with governed data access.
Managing data from multiple, disparate systems that do not "talk" to each other natively.
One-Time Data Cleanup: If you only need to fix a spreadsheet once, our systems-based approach is likely excessive.
Unstructured Data: If your source data has no consistent rules or structure, automation cannot solve the underlying quality issue.
Quick "Macros": We build professional data pipelines, not quick-fix scripts that break when the file is moved.
A retail group spent 15 hours a week manually consolidating sales data from three POS systems and an e-commerce platform into a single Excel sheet.
We built a Power Query integration hub that automatically pulls data from API endpoints and CSV exports, unifying the format and cleaning the data on refresh.
Manual prep time was reduced to zero. Management now receives a unified sales dashboard every morning by 8:00 AM, enabling daily performance adjustments.
A finance team had to wait for IT to run database queries every month, often delaying the month-end close by 3-4 days while waiting for data.
Established a secure, direct SQL-to-Excel connection with built-in transformation logic, allowing the finance team to refresh their own data on-demand.
The finance team became self-sufficient, reducing the month-end close time by 48 hours and eliminating the reliance on IT for basic data pulls.
Find answers to common questions about our services
Tell us your data sources and reporting needs. We’ll design a fully automated solution and respond within one hour.
Prefer to talk? Call us at +1 801 704 5604