Custom Excel builds

Professionally designed spreadsheets that change the way you work.

Our team of expert spreadsheet designers and developers do the hard work for you, so you can get back to doing what you do best. Easy to use, built around your process, and yours to keep.

What we build

KPI & management dashboards

One page that shows the health of the business, refreshed from your live data with PivotTables, Power Query and Power Pivot.

Financial models & management

Budgets, cash-flow forecasts, fund performance comparisons and management accounts that reconcile every time.

Inventory & order tracking

Trackers that combine years of history into one place, with summary tables and charts so problems surface before they cost money.

Planning & scheduling tools

Production planning, staff rotas, work schedules, holiday calendars and event planning — with the clashes and capacity checks built in.

Order forms & pricing tools

Guided forms and quoting calculators your sales team and customers can use without breaking anything.

Lightweight CRM & databases

Contact, pipeline and case management in Excel — or connected to a cloud database when several people need to work at once.

Recent build

A decade of orders, one sheet

A healthcare company asked for an inventory tracker to monitor orders and stay on top of potential failures in distribution. We combined the last decade's information into a single sheet with all the necessary summary tables and charts.

Management now has a bird's-eye view of their own data, staff spend less time entering information and searching archives — and it saved money from month one.

Read client reviews

Discovery call

We learn how the work flows today, who uses the file and what "good" looks like.

Design & build

Clean structure, protected inputs, clear outputs. You see progress and give feedback along the way.

Handover

Documentation, a walkthrough for your team, and optional training. Pay in full only when you're satisfied.

Questions about custom builds

How long does a custom Excel build take?

A focused tool such as a tracker or order form typically takes days; a multi-sheet management system with automation takes a few weeks. You get a timeline with your fixed quote.

Will I own the spreadsheet?

Yes. Everything we build is yours outright, with no licence fees or subscriptions, and we document it so your team can maintain it.

Can you start from our existing files?

Absolutely. Most builds start from the spreadsheets you already use. We keep what works, redesign what doesn't and migrate your data across.

What if it needs to grow later?

We design for growth from the start, and because we're an in-house team, the same people are here to extend it when you need more.

Let's make things happen

We take the powerful functionality of Excel and tailor it to your exact needs.

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