Your spreadsheet already knows how your business works. Let's make it software.
Excel is a wonderful tool, and it is often where the best thinking in a company lives. But when a workbook becomes the system the business runs on, it starts to crack. We keep the logic and give it a home that holds.
Where workbooks break
Two versions of the truth
Someone edits offline on a plane, syncs later, and now there are two budgets. Software keeps one record, with history.
Handoff breaks it
It works while the person who built it stays close. Once it gets handed off, formulas get overwritten and tabs get renamed.
Permissions by workaround
Locked cells and SharePoint folders stand in for real roles. Software lets each person see and change only their part.
It hits the ceiling
Feeder files, bigger datasets, rolling periods. The workbook slows down, needs resetting, and gets harder to trust.
How it works
- 01
Sheet review
A 30-minute call. Show us the workbook and the process around it. We tell you plainly whether software is worth it.
- 02
Map the logic
We pull out the calculations, inputs, and approvals that matter, and the friction that does not.
- 03
Ship a working version
Real users, real data, usually within weeks. Connected to your accounting system or ERP where it helps.
- 04
Grow it
Add the next process once the first one earns its keep. You own it, and it changes when your business does.
Workbooks we turn into software
- Budgets & reforecasts
- Cash flow forecasting
- 13-week cash flow
- Multi-entity & multi-ERP reporting
- Inventory forecasting
- Compensation & incentive plans
- Scheduling & dispatch
- Time tracking & billing
Live proof: Track Law Time, a full practice management platform built with practicing lawyers, from time entry through invoicing and payments.
Common questions
- Do we have to throw out our spreadsheets?
- No. Excel is usually where the real logic lives. We read the workbook, keep the logic that works, and rebuild the parts that break when more people, more data, or more locations get involved.
- How long does it take to move a workbook into software?
- Most first versions are working in a few weeks, not months. We start with the process that hurts most, put it in front of real users, then extend from there.
- What kinds of spreadsheets do you replace?
- Budgets and reforecasts, 13-week cash flows, multi-entity reporting, inventory forecasts, compensation and incentive plans, scheduling and dispatch sheets, time tracking, and trackers that have quietly become a system.
- Can it connect to QuickBooks, NetSuite, or our ERP?
- Yes. Pulling data from multiple accounting systems and ERPs into one place is a large part of what we have done for years, first in Excel and Power Query, now in software.
- Who builds it?
- Charlie Harrison, a former consultant with years of private equity, FP&A, and ERP integration work, using AI-enabled development and trusted technical specialists for architecture and data review.
Got a spreadsheet running too much of your company?
Bring it to a 30-minute call. No pitch deck, just an honest read on what it would take.