If your business runs on spreadsheets, we’ll turn the process into a system.
We rebuild fragile spreadsheets as tested applications, turn documents into clean data, move data between systems and keep dashboards current, and we can run the work around them.
Projects and services
Scoped and priced one at a time. Most lead into work we run for you every month.
Workbook rebuilt as an application
An Excel rating or operations workbook rebuilt as a tested application, with proper access control and a record of every decision.
- The workbook’s logic reproduced and tested against its own results
- A web application with role-based permissions
- We can run the operations around it afterwards
Document processing
Invoices, statements, bordereaux and loss runs turned into clean data, checked by a person, priced per document.
- A person checks every batch
- Output in your system’s import format
- New document types on request
Migrations and integrations
Data moved between accounting, agency management and reporting systems, mapped, reconciled and signed off.
- Field mapping agreed before anything moves
- Record counts and balances reconciled after the move
- Recurring feeds between systems where they make sense
Dashboards kept current
Management and operational dashboards built on your data and refreshed every month.
- Built in the tool you already use
- Refreshed and checked every month
- Definitions written down, so a number means the same thing to everyone
From rating workbooks to a tested rating engine
A Canadian commercial-lines MGA priced its business in Excel workbooks that had grown over many years. We rebuilt the rating logic as a tested calculation engine, built a web application on it for underwriters and brokers, and support the operations that feed it.
How each service works
Questions about automation & reporting
Can you rebuild our Excel rating workbook as an application?
Yes. We reproduce the workbook’s logic in a calculation engine, test it against the workbook’s own results, and build a web application around it with role-based permissions and a record of every rating decision.
How is document processing priced?
Per document, where volumes are steady. A person checks every batch against the documents’ own totals before the data goes anywhere.
Do you use our documents to train AI?
No. Your documents and records are never used to train AI models, and we don’t put them into public AI tools.
How every engagement works
- 01 · Diagnostic
Health check or fixed-price cleanup
We start with a diagnostic review or fix the immediate pain first: a backlog, an overdue reconciliation, or a carrier deadline, starting with read-only access.
- 02 · Automate
We automate the repetitive work
Capture, matching and posting standardized for your exact systems, and checked by two people before anything touches your records.
- 03 · Operations
We run it, you review it
A monthly package for your volume: a named lead, a second reviewer on everything, and a weekly report on what was done.