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Accounting / finance · Excel macros

Accounting team saves ~5 hours a cycle with one-click macros

Custom Excel macros that turn repetitive Workpapers prep into one click.

~5 hrs/cycle
saved on prep(approx.)

Before: Workpapers prep was hours of manual transfer and formatting. After: custom macros save an estimated five hours each cycle.

1 click
was fully manual

Before: every step was done by hand. After: the repetitive prep happens at the click of a button.

  1. 1

    The problem

    Preparing a Workpapers file meant repetitive manual data transfer and formatting — hours of routine work each cycle that also invited mistakes.

  2. 2

    What we built

    We wrote custom Excel macros that automate the data transfer and formatting inside the Workpapers file, so the repetitive steps all happen at the click of a button.

  3. 3

    The result

    Prep that used to be fully manual is now a single click, saving an estimated five hours per cycle and eliminating the formatting errors that crept in along the way.

Industry example. Figures marked “approx.” are typical/representative, not a guarantee.

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Case Study: Workpapers Prep Saves ~5 Hours a Cycle — YittBox