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Automated Client Statement Generator | Excel & Word VBA Automation
I developed an automated client statement generation system that converts Excel transaction data into individual, professionally formatted PDF statements with just one click.
The solution combines Microsoft Excel, a macro-enabled Microsoft Word template, and VBA automation to eliminate repetitive manual work and simplify quarterly statement preparation.
Key Features
One-Click PDF Generation: Generate individual PDF statements for multiple clients in a single run.
Excel Data Integration: Automatically reads client details, account numbers, transaction descriptions, dates, amounts, and opening deposits from an Excel workbook.
Automated Calculations: Processes statement data and calculates totals automatically.
Individual PDF Export: Creates a separate PDF statement for each client, using their account number and name for file naming.
Reusable Quarterly Template: Update the Excel data for the next quarter and regenerate statements without manually creating each document.
Consistent Formatting: Uses a standardized Word template to maintain a consistent statement layout.
Tools & Technologies
Microsoft Excel • Microsoft Word • VBA Macros • PDF Automation • Data Processing
Project Outcome
This system streamlines repetitive reporting tasks, reduces manual document preparation, and makes generating statements for multiple clients faster and more consistent.
I build practical Excel automation solutions that help businesses save time, simplify reporting, and improve their workflows.
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