Toronto Excel expert dedicated to better spreadsheets, automated workflows and AI enabled solutions.
For 20 years we've built custom Excel tools, VBA automation, Access and SQL databases for businesses. We improve them, audit them, and train your staff on how to make more efficient spreadsheets.
Over the past 2+ years we have been building stand-alone AI productivity solutions and extending our Excel solutions with AI-enabled features.
Learn about us, review our Excel or AI case studies, or see a complete list of services.
Contact us to discuss your requirementsExcel/VBA Development
Our services include building process automation tools (data aggregation and reporting tools, commission and fee calculators, budget and reporting packages, dynamic dashboards), VBA/macro development, Excel training, spreadsheet auditing, Microsoft Access/SQL Server database design and Access macros/VBA programming.
We build professional Excel and Access based tools that save time, money and reduce the potential for errors. The tools we build are user-friendly, robust and flexible. The code is developed according to best programming practices and can be digitally signed to enhance your security.
Our reporting packages and dashboards cut prep time by 75% or more, are impressive looking and incredibly effective.
We also fix and enhance tools we didn't originally build — if your developer has moved on, we can take over.
More about our Excel/VBA services →AI Solutions
The same approach we've taken with Excel — understanding your specific problem and building a practical solution — now applied to AI. We build AI tools for small and medium businesses, and for departments within larger organizations. Document processing, intelligent search, AI-queryable knowledge bases, process automation, and custom AI agent systems.
Project Management
Experienced project management across HR, finance, operations, sales, and technology. Available as fractional PM for your existing team, or PM with a support team.
Learn more →Latest News
AI Agent Framework for Accounting & Marketing
Developed an MCP-based AI agentic framework to support a small accounting department — automated transaction classification, account reconciliation and balance analysis. Extended the framework to support agentic management of marketing activities including website management, monitoring, optimization and content posting.
AI Document Processing
Developed a custom application that leverages AI to automate the naming, categorization and routing of scanned documents. Eliminates manual sorting and filing, reducing processing time from hours to minutes.
Salesperson Statements
Expanding on the commission calculator we built 11 years ago, we integrated an automated statement generator. It produces monthly statements for more than 30 sales persons, with data stored in a backend database that we're now using to develop a dynamic, web-based sales dashboard.
Onsite Speedup
We spent a day reviewing a client-developed market analysis tool. It now opens 500% faster, recalculates instantly, and has some new features. Sometimes a day of expert review is all it takes to transform an existing tool.
Case Studies
Financial Document Research System
Built a RAG-based system for a university research team that ingested thousands of publicly available corporate annual reports. The system provides semantic search across the full document library, AI-extracted financial data, and source citations with page numbers — turning months of manual research into instant, verifiable queries.
Process Automation in Excel
How we automated a complex, error-prone manual process into a reliable, one-click Excel tool.
DashboardExcel Dynamic Operations Dashboard
An interactive operations dashboard that replaced hours of manual report assembly.
VBA / AutomationVBA Generated Client Statements in PDF
Automated generation of professional client statements directly from Excel, output as PDF.
Get in Touch
Whether you have a specific project in mind or you'd like to explore how we can help, we're happy to talk it through.