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Created a professional Expense Tracker in Excel to record and organize daily expenses. Used formulas, tables, formatting, and a summary section to make expense tracking simple and clear.
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If you run a busy team, I’m an operations and automation specialist.
I help small businesses eliminate manual admin by turning repetitive tasks (like tracking forms, student/staff records, or timesheets) into automated background flows using Microsoft 365 tools they already pay for.
If your team is wasting hours copying data between Excel files or chasing updates, I’d be happy to build a quick, simple proof-of-concept flow for you.
Worth a quick 5-minute chat?
good luck craig!
Still updating the same spreadsheet every week? 👀
Copy → Paste → Clean → Update → Repeat. 🔄
There’s a better way.
I help businesses automate Google Sheets, Excel & reporting workflows using Apps Script and smart automation—so you spend less time maintaining reports and more time using the data.
⚡ Less manual work
📊 Faster reporting
✅ Fewer errors
If your spreadsheet feels like a full-time job, let’s automate it.
DM me - let’s find something we can automate. 🚀
Love the execution on this!
I designed a Business Intelligence and financial reporting solution that transforms scattered data from multiple sources into centralized, validated, and decision-ready information.
The solution automates the complete reporting workflow: connecting and consolidating data, cleaning and standardizing information, applying business rules, building a structured data model, calculating financial KPIs, and generating executive dashboards and recurring reports.
Instead of manually combining spreadsheets and preparing reports every reporting period, the workflow creates a repeatable data pipeline that reduces manual work while improving consistency, traceability, and visibility.
Key capabilities include:
Multi-source data consolidation
Automated ETL and data transformation
Data validation and quality controls
Power Pivot data modeling
Financial KPI calculations
Interactive executive dashboards
Automated and scheduled reporting
Exception and duplicate detection
Audit trails and process traceability
Technologies: Excel, Power Query, Power Pivot, VBA, DAX, SQL/CSV data sources and automated reporting workflows.
The goal of the project is not simply to create a dashboard, but to build the automated data process behind it — turning raw information into reliable insights that can support faster business decisions.
All information, companies and metrics displayed in this case study are fictional demo data created exclusively for portfolio purposes.
