FROM EXCEL TO PYTHON
I help accounting and finance teams automate recurring reconciliations, consolidate system exports, and produce Excel reports they can review and reuse.
Free 30-minute call. Start with one recurring task.
01 / Bring your sources together
02 / Apply your business rules
03 / Review the result
A report ready for your teamSource references · Reconciliation differences · Items to investigate
For controllers, accounting managers, and finance teams who spend too much time getting data into a usable report.
Turn a recurring sequence of exports, lookups, and calculations into a repeatable reporting workflow.
Consolidate monthly files, apply account mappings, and generate your agreed Excel reporting pack.
Compare financial and operational records, trace differences, and give your team a clear list of items to investigate.
Match billing data to ledger exports, check totals, and surface missing or conflicting records.
Bring scattered files together and standardize the fields your reports depend on.
Combine Excel and CSV exports from multiple locations into one consistent dataset for Excel or Power BI.
A useful automation starts with understanding the business rules, the people using the report, and the decisions those numbers support.
Founder, From Excel to Python
My background spans more than 15 years of budgeting, business analysis, and operational improvement across banking, pharmaceuticals, transportation, shipping, and retail.
I combine that experience with Python, SQL, Power Query, and Power BI to turn recurring data work into practical processes your team can use.
Explore the business problem, the work involved, and the reported outcome in these examples from my experience.
Walk through your current process, the files involved, and the report your team needs.
Define the inputs, business rules, output, acceptance checks, timeline, and fixed project quote.
Build the workflow and compare its agreed outputs with source totals and expected results.
Receive the code, report, instructions, and a walkthrough so your team can run it again.
A fixed project quote follows the review. The number of sources, complexity of the rules, required checks, and final output determine the scope and price.
We agree on the processing environment and any external service costs before work starts.
You own the delivered code. Enhancements and changes to source formats are quoted separately.
Clear expectations about how your team will use the workflow and how the work is delivered.
Yes. Your workflow can produce the Excel report your team already uses. We agree on the layout and review process before building it.
You do not need to write code to use the agreed workflow. Setup, how to run it, and how to review the output are covered in the handover.
We agree on the environment and how files are shared, processed, and stored before work starts. An initial review can use a sanitized sample. Confidential files are shared only through the agreed channel.
The workflow is built around the agreed inputs and rules. New columns, changed formats, or new business requirements may need an update. Those changes are reviewed and quoted before additional work begins.
In a free 30-minute call, we will discuss the current steps, the result you need, and whether the task is a good fit for automation.
A description of the process is enough to start. No confidential files are needed for the call.