Excel & VBA Financial Automation in London, UK
From Mayfair private equity and City asset managers to Lloyd’s insurance syndicates, we build robust, audit-grade Excel VBA tools, financial models, and automated reporting systems tailored to UK financial regulations.
What We Do
London finance and operations teams rely heavily on complex Excel workbooks for statutory reporting, valuation, and portfolio reconciliation. We engineer the automation and governance layer that eliminates human calculation errors and saves hundreds of monthly hours.
Automated management accounts and bridging workbooks compliant with HMRC Making Tax Digital (MTD) for VAT and Corporation Tax filings.
Automated daily reconciliation tools ingesting multi-currency GBP, EUR, and USD statements, custodian feeds, and clearing house transactions.
Dynamic DCF, LBO, and scenario analysis models built with strict formula validation, sensitivity tables, and automated executive dashboards.
Why Choose Us
Business Impact
Between month-end deadlines, auditor sign-offs, and board reporting, manual copy-pasting in spreadsheets introduces significant commercial and compliance risk. Our custom VBA tools transform high-risk sheets into automated enterprise assets.
VBA macro validation ensures numbers tie out across trial balances, balance sheets, and cash flow statements before HMRC submission.
Consolidate dozens of subsidiary files, cost-center sheets, and banking feeds into board-ready presentation packs with a single click.
Bridge your workbooks directly to SQL databases, REST APIs, or cloud ERPs so analysts work on live, verified data without manual exports.
Modular, commented VBA code with comprehensive technical documentation so your internal teams can maintain and audit every macro easily.
90% Less
Time Spent on Month-End Reconciliation
Our Process
We map your existing Excel sheets, formula linkages, and UK GAAP/MTD reporting requirements to identify friction and error vectors.
We develop modular, event-driven VBA modules, implement strict error handling, and test across high-volume financial datasets.
Capabilities
Clean, modular class modules, automated userforms, and Office Scripts for cloud Excel 365 workflows.
Direct data connections to SQL Server, PostgreSQL, Xero/Sage APIs, and CSV feeds via ADO and Power Query.
Sensitivity analysis, FAST standard modeling, cell locking, and full audit-trail logging for UK board and investor scrutiny.
FAQ
Everything you need to know about our process, pricing, and how we work.
