sergipopis

Automation and data

Every Monday you lose 2 hours consolidating files by hand.

I automate Excel, reports and dashboards so that data gets gathered, cleaned and displayed by itself. You review the result, you don't have to build the report.

What I automate

Reports and dashboards

Recurring reports (weekly, monthly) and dashboards in Power BI or Excel that update automatically with your data.

Cleaning and consolidation

I unify scattered files (Excel, CSV, exports from your ERP/CRM) into a single reliable data source, with no manual intervention.

Integrations

I connect the tools you already use (email, spreadsheets, databases) so information flows without anyone having to move it by hand.

Macros and scripts

VBA, Power Query and Python for repetitive tasks: document generation, automatic sending, data validation.

Use cases by industry

Accounting and consulting firms

Automatic consolidation of statements and invoices from several clients into a single monthly report, with no copy-pasting.

Logistics and distribution

Order and stock tracking dashboard that updates itself from the files your ERP already generates.

Clinics and service centers

Weekly report on occupancy, billing and patient admissions/discharges generated automatically every Monday.

How much time would automating this save you?

In the free audit we identify which manual process to automate first and the estimated savings.

Request your free audit