MICROSOFT STACK
AI automations that work with Excel
Excel is still the system of record for a lot of finance, operations and reporting work. We automate the pulling, cleaning and distribution around your spreadsheets.
48 ready-made automations work with Excel, from €99.
What we automate with Excel
Procurement · 11
Automated Supplier Quote Comparison Normalize and compare vendor quotes across price, lead time, payment terms and freight so the cheapest number stops winning by default. Flagging Tail Spend Contracts for Renegotiation Automatically flag long-tail vendor contracts worth renegotiating based on spend growth and market pricing, before they roll over unexamined again. Indirect Spend Category Reporting Automatically categorize and report indirect spend across facilities, IT, professional services and more, the categories nobody actively manages. Log Supplier Performance Incidents Automatically capture and log supplier performance incidents as they're reported, instead of complaints scattered across emails nobody compiles. Procurement Card Transaction Reconciliation Automatically reconcile procurement card transactions against receipts and category codes, instead of a month-end chase for missing paperwork. RFQ Distribution and Response Collection Automatically distribute RFQs to qualified vendors and chase responses, instead of a buyer manually emailing and following up one by one.
Inventory & Supply Chain · 10
ABC Inventory Classification and Review Recalculate ABC (and XYZ) tiers from real revenue and usage data on a schedule, so review cadence and stock policy match current SKU behavior. Dead Stock Identification Flag genuinely dead stock, separated from slow-but-fine SKUs, with a recommended liquidation channel and recovery estimate — before it ages further. Inventory Aging and Obsolescence Flagging Track inventory age by SKU against category-specific obsolescence thresholds and flag risk early, before it turns into a forced markdown or write-off. Inventory Valuation Method Compliance Checking Check that inventory valuation stays consistent with the declared FIFO, LIFO or weighted-average method transaction by transaction, not just at close. Private-Label vs Branded SKU Margin Reconciliation Reconcile true landed-cost margin between private-label and branded SKUs, catching allocation errors that quietly overstate private-label profit. Raw Material Yield and Scrap Variance Tracking Track actual material yield against BOM-expected yield per production run and flag scrap variance, so shrinkage doesn't hide inside 'normal loss'.
All 10 Inventory & Supply Chain automations for Excel and others →
Legal & Contracts · 5
Arbitration Clause and Dispute Resolution Term Auditing Automatically audit arbitration and dispute-resolution clauses across the full contract portfolio, flagging inconsistent, conflicting, or outdated terms. Calculating IP Licensing Royalties Automatically calculate royalties owed under IP licenses from reported sales data, checked against the actual contract formula, with legal sign-off. Discovery Production Log Tracking Automatically track every document produced in discovery — Bates ranges, production dates, privilege designations — in one defensible, current log. Outside Counsel Budget-to-Actual Tracking Automatically track outside counsel spend against approved matter budgets across firms, flagging overruns while there's still time to course-correct. SLA Breach Tracking and Penalty Calculation Automatically track vendor SLA performance against contract terms and calculate service credit or penalty amounts owed when a breach occurs.
Tax & Compliance · 5
Automating Country-by-Country Reporting Data Automatically compile CbCR data across all group entities on a consistent basis, flagging entity-level inconsistencies before filing. Automating Tax Provision Workpapers Automatically prepare tax provision workpapers from trial balance data, with permanent and temporary differences tracked and tied out. Malta VAT Return Preparation with AI Prepare the figures for your Malta VAT return from Xero or Sage data, with AI checking invoices and flagging exceptions before you file. From €299. Refreshing Transfer Pricing Benchmarking Data Automatically track when transfer pricing comparable sets and financial data are due for refresh, flagging results drifting outside the arm's-length range. Tax Provision True-Up Documentation Automatically compare the filed tax return against the prior provision estimate, documenting every true-up adjustment with its explained cause.
HR & Onboarding · 3
Aggregating Performance Review Calibration Data Aggregate review scores into a calibration-ready view with manager tendency bias, distribution context, and scoped visibility built in. Compensation Review Cycle Data Preparation Assemble comp review packets with pay equity, band position and budget-fit data pre-checked automatically, before manager comp conversations begin. Headcount Budget Reconciliation Against Approved Reqs Reconcile actual hires against approved reqs and budgeted headcount, flagging unbudgeted hires and stale reqs before finance finds them.
iGaming Compliance & Regulatory Ops · 2
Affiliate Commission Reconciliation Automatically reconcile affiliate revenue-share statements against platform tracking data, so payout disputes get resolved with evidence, not guesswork. Automating Gaming License Regulatory Reports Generate MGA-format regulatory and license submissions that reconcile exactly, without hand-rebuilding the report every filing deadline.
Security Operations · 2
Automate Vendor Security Questionnaire Completion Automate vendor security questionnaire and SIG responses drafted from your current control evidence, reviewed before submission. User Access Review and Recertification Automate access recertification campaigns with a real fallback when a manager approval chain is broken, not a silent default.
Reporting & BI · 2
Automated Variance Narrative Generation Automatically draft the written commentary explaining budget and forecast variances, so analysts edit a first draft instead of starting from blank. Spreadsheet-to-Dashboard Migration Tracking Track progress migrating teams off manual spreadsheet reporting onto governed dashboards automatically, with adoption and gap data, not guesswork.
Data Entry & Migration · 2
Contact List Consolidation Before CRM Import Consolidate contact lists from multiple sources into one deduplicated, standardized dataset ready for CRM import, with conflicting details flagged. Spreadsheet-to-Database Conversion QA Catch the type mismatches, merged cells, and inconsistent formatting that break a spreadsheet-to-database conversion before they cause bad data downstream.
Finance & Accounting · 2
Odoo Vendor Bill Processing with AI Read supplier invoices, code them and create draft vendor bills in Odoo, matched to purchase orders. Fixed price from €299. Xero Bank Reconciliation Automation with AI Match Xero bank feed lines to invoices, bills and transfers with AI, and review only the exceptions. Fixed price from €299.
Sales · 2
Sales Commission Plan What-If Modeling Model proposed commission plan changes against historical deal data before rollout, so plan design surprises show up in a spreadsheet, not a payroll run. Sales Forecast Rollup and Variance Flagging Automatically roll up rep forecasts and flag variance against pipeline, historical accuracy, and prior periods before the forecast call, not during it.
How we connect to Excel
Direct file reads and writes, or Microsoft Graph for files in OneDrive and SharePoint.
Need something that isn't on this page? See our workflow automation service for custom builds.
Used most in: Manufacturing, Retail & E-commerce, Logistics & Distribution, Finance & Banking, iGaming.
Common questions
Can you add AI to Excel?
Yes. We connect through direct file reads and writes, or Microsoft Graph for files in OneDrive and SharePoint. We confirm the exact method for your setup when we confirm your price.
Do I have to replace Excel?
No. The automations work with the Excel you already have and take over the manual work around it. Your team keeps using Excel as normal.
How much does a Excel automation cost?
Single-workflow automations start at €99. Multi-step automations with AI extraction or decisions are typically €299, and complex multi-system builds start at €799. Every price is fixed once we confirm the scope.