What needed to change
Every month, four Excel exports from the accounting software had to be manually reviewed and merged into one report. It was taking long enough that they were starting to think about hiring someone just to handle it.
Automation
Monthly Report Automation
Karen's team was spending hours each month merging four accounting exports by hand. We built a private browser tool that does it in one go - drop in the files, get one clean workbook out. Everything runs locally, nothing leaves the computer.
Result~$500/month saved, no extra hire needed
Build something similarPrivate tool — delivered to client
How we approached it
We sat down and mapped out exactly how it was being done each month - which files, which formats, where mistakes were creeping in. The goal was to make it a one-click job. No uploads, no accounts, no training needed.
What the client got
~$500/month saved, no extra hire needed.