Automatedxs

Excel automation

If your team rebuilds the same report every week, it can probably run at the press of a button. We work in Excel and VBA, so you keep the tool your people already know.

Data and reporting

Turn raw exports into clean, checked numbers.

  • Data preparationMerge files from different sources, remove duplicates, filter records and standardise dates, names and codes.
  • Data analysisOrganise, validate, analyse and present large data sets without manual steps.
  • DashboardsClean interactive dashboards and summary reports, with the calculations locked away from accidental edits.

Models and templates

Spreadsheets built to be used by other people.

  • Financial spreadsheetsAccounting, budgeting and forecasting files with clear inputs and outputs.
  • Data modellingUse historical data to project the longer term.
  • VBA consultingFixing, extending or rewriting existing macros, and advanced Excel programming.

CRMs and back‑office tools for forex brokers

Internal systems built around how your brokerage actually works: your IB structures, your commission rules, your reports. For your own staff, not an off‑the‑shelf package you have to work around.

Client and IB management
Clients, introducing brokers and their hierarchies in one place, with the history your team needs.
Commissions and rebates
Calculation of IB commissions and rebates from your own rules, with clear breakdowns per account and per period.
Platform integration
Connections to your trading platforms and existing back‑office or CRM systems, so data isn't re‑entered by hand.
Reporting
Dashboards and exports for management, sales and finance, built on the same data.
Access control
Each role sees what it needs: sales, support, finance and management.

CRMs for accounting firms

One system for your clients, their deadlines and their paperwork, instead of shared spreadsheets and inbox folders. Built around the services you offer and the way your team divides the work.

Client records
Companies, contacts, services and engagement details in one place, searchable by the whole team.
Deadlines
Tax, VAT, audit and annual return dates per client, with reminders before they're due.
Tasks and workload
Who is working on which client, what's pending and what's waiting on the client.
Documents
Track what each client has sent and what is still missing for every job.
Billing and reports
Fees per client and service, unbilled work and summaries for the partners.

How we work

Small projects or ongoing ones, the process is the same.

  1. Walk us through itYou show us the current process and where time is lost.
  2. Agree the scopeA short written plan with what will be built and what it costs.
  3. Build and testWe build it and test it on your real data with you.
  4. Hand overYou get the working tool, documentation and support afterwards.

Tell us what takes too long

Send a short description of the task or the system you need. We reply with what's possible and a price.