Automations that work with Excel
44 automation jobs we can connect to your Excel setup, from €99.
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. Affiliate Commission Reconciliation Automatically reconcile affiliate revenue-share statements against platform tracking data, so payout disputes get resolved with evidence, not guesswork. Aggregating Performance Review Calibration Data Aggregate review scores into a calibration-ready view with manager tendency bias, distribution context, and scoped visibility built in. 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arbitration and dispute-resolution clauses across the full contract portfolio, flagging inconsistent, conflicting, or outdated terms. Automate Vendor Security Questionnaire Completion Automate vendor security questionnaire and SIG responses drafted from your current control evidence, reviewed before submission. 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. 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. 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 Gaming License Regulatory Reports Generate MGA-format regulatory and license submissions that reconcile exactly, without hand-rebuilding the report every filing deadline. Automating Tax Provision Workpapers Automatically prepare tax provision workpapers from trial balance data, with permanent and temporary differences tracked and tied out. 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. 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. 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. 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. Discovery Production Log Tracking Automatically track every document produced in discovery — Bates ranges, production dates, privilege designations — in one defensible, current log. 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. 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. Indirect Spend Category Reporting Automatically categorize and report indirect spend across facilities, IT, professional services and more, the categories nobody actively manages. 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. Log Supplier Performance Incidents Automatically capture and log supplier performance incidents as they're reported, instead of complaints scattered across emails nobody compiles. 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. 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. Procurement Card Transaction Reconciliation Automatically reconcile procurement card transactions against receipts and category codes, instead of a month-end chase for missing paperwork. 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'. 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. Reinsurance Recovery Calculation Automate reinsurance recovery calculation against treaty terms, layers and retention, with every recovery figure routed for sign-off. 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. 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. Seasonal Inventory Buildup and Drawdown Planning Plan seasonal inventory buildup and drawdown from prior-year curves and current signals, timed to lead time so you're not stuck with leftovers. 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. Spend Categorization and Tail Spend Analysis Automatically categorize every purchase and surface fragmented tail spend hiding in maverick buying and one-off vendors, ready for consolidation. Spreadsheet-to-Dashboard Migration Tracking Track progress migrating teams off manual spreadsheet reporting onto governed dashboards automatically, with adoption and gap data, not guesswork. 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. Supplier Capacity Constraint Monitoring Track supplier order volume against known capacity limits and flag constraint risk before a PO gets rejected, delayed or partially filled. Supplier Consolidation Opportunity Analysis Automatically identify categories with fragmented supplier spend worth consolidating, surfacing real volume leverage hiding across many small vendors. Supplier Diversity Spend Reporting Automatically track and report diverse supplier spend against goals, instead of manually cross-referencing certifications against AP data each quarter. Supplier Scorecard Generation Automatically generate supplier scorecards from delivery, quality and pricing data, instead of a subjective quarterly rating filled in from memory. 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. Three-Bid-and-Buy Documentation Automatically assemble three-bid-and-buy compliance documentation as quotes come in, instead of reconstructing the file when an audit asks for it. User Access Review and Recertification Automate access recertification campaigns with a real fallback when a manager approval chain is broken, not a silent default. Vendor Lead-Time Performance Tracking Track quoted vs. actual supplier lead time per PO and flag drift automatically, so safety stock reflects real delivery reliability, not the quote. Vendor-Managed Inventory Replenishment Sync Sync live stock and consumption data to VMI suppliers automatically, so replenishment decisions run on current numbers, not a stale weekly export.