Excel and VBA automation for SMEs
For many small businesses, Excel is the heart of day-to-day management: quotes, planning, stock, timesheets. Over the years, though, files become heavy, fragile and dependent on a single person. I turn your workbooks into reliable, automated tools without forcing you to change your habits or buy new software.
Does this sound familiar?
- You spend hours copying and pasting data between several files.
- Only one colleague still knows how "the big file" works.
- Formulas break, #REF! errors appear and nobody dares to touch anything.
- Monthly reports are built by hand and take half a day.
- Several versions of the same file are circulating by email.
What I build for you
Dashboards
A clear view of your key figures (sales, hours, margins, stock), updated automatically from your data.
VBA macros
Repetitive tasks in one click: data import, formatting, document generation, sending reports.
Management tools
Planning, job tracking, stock or order management directly in Excel, with simple data entry forms.
Making existing files reliable
I take over your current workbooks, fix errors, structure the data and document how everything works.
Connecting other sources
Automatic import from your accounting software, CSV exports or databases with Power Query.
Ideas for your industry
Trades & construction
A workbook that tracks every job: hours per visit, materials used, quotes and invoices, with an automatic monthly summary.
Industry & engineering
A production dashboard that consolidates machine data and automatically flags deviations from targets.
Retail & hospitality
Staff scheduling and daily revenue tracking, with weekly totals calculated without extra data entry.
Services & offices
Client reports generated in one click from your data instead of rebuilding them by hand every month.
How a project works
- 01
Meeting at your premises
I come to your business to see how you work today: your files, your tools, what costs you time. A video call works too if you prefer.
- 02
Clear quote
Within 24 hours you receive a free estimate with the scope, timeline and deliverables. Nothing starts without your written approval.
- 03
Step-by-step development
I work in short iterations and show you the tool as it grows, so you can adjust while changes are still easy.
- 04
Installation and training
I install the tool on site and train the people who will use it. You receive simple documentation for day-to-day use.
- 05
Support after delivery
Fixes are included for 30 days. After that, I remain available for maintenance and improvements on request, based on a quote.
Frequently asked questions
Can I keep my current Excel file?
Yes. In most cases I start from your existing files to make them reliable and automate them. You keep a tool you already know, only more robust.
Do I need a specific version of Excel?
A recent version of Excel for Windows (Microsoft 365, 2019 or newer) is enough. I check compatibility with your computers at our first meeting.
Can my staff use it without technical skills?
Yes, that's the goal. The tools work with buttons and simple forms, and I train users on site at delivery.
What if Excel is no longer enough?
If your needs go beyond what Excel does well (many users, mobile access, large volumes), I'll tell you honestly and suggest an alternative, such as a web app.
A need in this area?
Tell me about your situation: I'll get back to you within 24 hours with a free first estimate, and I'm happy to visit you to discuss it.
Request a free estimate