Reporting automation
The multi-step monthly assembly reduced to one button, with a log of what it did and when. The most commonly requested Excel automation, and usually the one with the clearest payback.
United States · New York City · VBA & automation
Automation in a New York finance team has to survive an audit question. A macro that quietly reformats a figure is worse than a manual step somebody documents, so we log what each routine did and leave the judgement calls to a person.
Abhishek
Abhishek Singh
Akhilesh
Prahalad
ShaktiA remote team of Excel and spreadsheet specialists. You work directly with the person building your file, from the first question to the final handover. More about us.
A typical job here
Typically 12–20 hours. Unusual cases land outside that, and we say so in the estimate rather than discovering it halfway through.
| Automate the assembly of a month-end pack from eleven source files | 12–20 hours |
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Why New York City specifically
Clients for this are typically in Midtown, the Financial District, Long Island City and Downtown Brooklyn, across investment and asset management, commercial real estate, media, and professional services firms billing by the hour. Deal models, portfolio packs and month-end consolidations that have to survive review.
For the wider picture of what we see in this market — the recurring problems, the source systems, how the time difference plays out — the New York City guide covers it properly rather than repeating it on every service page.
12–20 hours is typical here. You get a number in writing before we start.
Unlocked files, documentation, recorded handover.
Full guide
This page covers one service. The city guide covers the whole picture, including the problems we see most in this market.
Excel experts in New York CityScope
Two of the things this covers most often for New York City clients. The vba & automation page sets out the full scope and method.
The multi-step monthly assembly reduced to one button, with a log of what it did and when. The most commonly requested Excel automation, and usually the one with the clearest payback.
A new macro written to a brief, for a process that currently happens by hand. We watch the process first — what people actually do differs from the documented procedure, and the difference is normally where the bugs live.
Any step that needs judgement stays manual. Automating a decision is how automation projects quietly produce wrong answers for months before anyone notices.
Usually over a screen share. We time it too — if the task takes ten minutes a month, automating it may not be worth your money, and we would rather say that at this stage.
Need to check a feature before hiring? Read Microsoft’s official Excel help and learning for formulas, PivotTables, importing data and troubleshooting.
Questions
Answers for this service in this market, including the ones that might cost us the job.
Ask us something elseThey generally accept it when the macro logs its actions, the source data is retained, and the procedure is documented. What draws questions is automation nobody can explain. We build for the second conversation, not just the first run.
Yes, with one caveat worth knowing upfront: ActiveX controls and some Windows-only API calls do not exist on Mac. If the workbook has to run on both, we build it with form controls from the start rather than discovering the problem at handover.
We keep assumptions in one place, avoid hard-coded numbers inside formulas, add reconciliation checks that fail loudly, and write a short update procedure that lives in the file. None of that is exotic — it is just discipline that gets skipped when a model grows under deadline pressure.
Related
Most projects touch more than one of these. We scope them together rather than selling them separately.
Same service elsewhere
Start with the problem
Send the workbook or describe the problem. An hours estimate back within a day, at no cost and no obligation.
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