The Company
A mid-sized construction firm facing routine data hand-offs between estimating and accounting. The client relied on multiple Excel estimating spreadsheets and needed to import that data into its general ledger system. Manual processes dominated their workflow, costing time and introducing errors.
The Challenge
The client struggled to get accurate data from estimating spreadsheets into the general ledger. Team members copied and pasted figures by hand. This process took hours each week, slowed the month-end close, and introduced frequent accounting errors.
The Solution
We built an intermediary spreadsheet that linked the estimating files to the general ledger. The tool pulled only the required data, transformed it into the format needed by the accounting system, and validated entries before import. Errors were flagged early so issues could be corrected before posting.
The Result
The automation stopped manual entry and eliminated routine data errors. The client saved more than 2,000 hours annually that had been spent on manual data entry. Accuracy into the general ledger improved dramatically, reducing rework and accelerating reporting.
About MS Excel Solutions
At MS Excel Solutions, we engineer business intelligence solutions that transform the way companies operate. Our Excel-based builds collapse hours of manual effort into instant, reliable results. With every project, we solve business challenges and empower teams to drive business decisions with confidence.
We’re problem solvers, consultants, and business partners who make technology work for your business.