Toronto Excel Expert and Consultant
Custom Excel, VBA and AI solutions for businesses across Canada.
Jerts Consulting is a Toronto-based Excel consultant specializing in custom Excel and AI solutions for businesses.
We build custom Excel and VBA tools that automate reporting, analysis and operations — replacing manual processes, reducing errors and improving decision-making.
We also design and deliver standalone AI solutions, including document processing systems, intelligent search, AI-queryable knowledge bases, workflow automation and custom agent frameworks — as well as AI integrations with existing Excel and business systems.
Learn more about us, review our Excel and AI case studies or see a complete list of our services.
We help businesses:
- ✓automate reporting and analysis in Excel
- ✓replace manual processes with custom tools
- ✓build AI-powered document and data systems
- ✓create internal knowledge bases and search tools
- ✓integrate AI into existing workflows
Excel/VBA Development
Custom Excel and VBA solutions that automate processes, improve reporting and reduce manual work.
We build data aggregation and reporting tools, commission and fee calculators, budgeting systems and dynamic dashboards — along with database-backed solutions using Access and SQL Server.
Our tools are designed to be reliable, user-friendly and maintainable, with clean code, strong structure and optional digital signing for security.
We also fix, enhance and take over existing spreadsheets and systems when the original developer is no longer available.
More about our Excel/VBA services →Blind Spots 45 mins $125
AI Solutions
Custom AI tools built to solve real business problems — from document processing and intelligent search to AI-queryable knowledge bases, workflow automation and agent systems.
Designed for small and medium businesses and for teams within larger organizations that need practical, reliable solutions.
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 →Recent Work and Ongoing Engagements
Internal AI system (Accounting + Operations)
Jerts runs its own accounting on AI agents we built — transactions are classified, accounts reconciled, invoices drafted and payments matched. The same system now monitors website analytics and suggests improvements.
AI document processing system (client project)
Built a custom AI system to automatically name, categorize and route scanned documents, reducing processing time from hours to minutes.
Excel performance optimization (onsite engagement)
Spent one day reviewing a client-built market analysis tool. It now opens 500% faster and recalculates instantly.
Long-term Excel system (12+ years in production)
We continue to support the Excel tool we originally built over 12 years ago, generating and distributing salesperson statements with automated messaging.
Case Studies
AI research pipelines, production planning systems, dynamic dashboards, automated statement generators — real projects across financial services, education, manufacturing, and more.
View Case StudiesGet 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.