Power Query
Automated data pulls and transformations that replace manual copy-paste across sources.
Best for teams manually copy-pasting data from multiple sources into one file every cycle.
- Source connection setup
- Transformation logic build
- One-click refresh
- Handover walkthrough
Excel, Power Query, SQL, and AI-assisted workflows that cut manual data entry, reduce errors, and shorten your monthly close.
How this can be structured.
Who this is built for.
- Teams stuck on manual monthly reconciliation
- Businesses with repetitive Excel workflows
- Companies wanting AI-assisted reporting
About Power Query.
What data sources can this pull from?
Most common ones — Excel files, databases, and many cloud accounting/CRM exports.
Does this require Power BI too?
No, Power Query works standalone inside Excel as well.
Other services in this category.
Excel Automation
Repetitive Excel tasks rebuilt as one-click, error-resistant workflows instead of manual copy-paste.
Power Pivot
Data-model-driven reporting for large or multi-source datasets that outgrow flat spreadsheets.
VBA
Custom macros and scripts for workflows Excel's built-in tools alone can't automate.
Automated Reporting
Reports that generate and refresh themselves on a set schedule, without anyone touching a spreadsheet.