Excel reporting automation

Month-end reporting that refreshes in one click.

I turn the exports you copy and paste every month into Excel models that update themselves and tie to your books. Built by a finance manager, so the accounting is right, not just the formulas.

Get a free report review See prices

Based in Centralia, MO. Working remotely with clients anywhere, in person in Centralia, Columbia, and Mexico.

October close: tie-out

Sample data

Operating income per report	22,614.00
Operating income per GL	22,614.00
Difference	0.00

Refreshed from 3 exports ✓ Ties

Sound familiar?

The same report, rebuilt by hand every month.

Copy, paste, repeat

You export the same data and rebuild the same report every month.

One bad paste

A row gets missed or doubled and the numbers stop tying. You find out after the report goes out.

One person knows how it works

When they're out, month-end waits. When they leave, nobody can fix it.

What the work looks like

From a raw export to a report you trust.

These samples use made-up numbers. Your project uses your own data, kept confidential.

Before and after

Power Query

Before GL export, as downloaded

Acct	Description	Oct-26
ACME SUPPLY CO Page 1 of 4 Run 11/02/26
4000-00	Sales - Product	203,412.00

5000-10	Material	98,105.33
5000-20	Direct labor	41,432.67
**	Subtotal COGS	139,538.00
6100	SALARIES & WAGES	28940
6400	Rent	8,500.00
6900	misc admin	'3820

After P&L, refreshed automatically

Income statement	Oct-26
Revenue	203,412
Cost of goods sold	139,538
Gross profit	63,874
Gross margin	31.4%
Operating expenses	41,260
Operating income	22,614

Report headers, blank rows, subtotals that would double-count, numbers stored as text: the cleanup steps run every time you refresh, so nobody fixes them by hand again.

The data model

Power Pivot

Measure	Formula
Actual	SUM ( GL[Amount] )
Variance	[Actual] - [Budget]

Measure

Formula

Actual

SUM ( GL[Amount] )

Variance

[Actual] - [Budget]

One model feeds every report. Add a month of data and every view updates.

The dashboard

Excel

Revenue, Oct$203K+4.1% vs budget

Gross margin31.4%Oct

Op. income$22.6KOct

ActualBudget$K

What I build

Four pieces, one reporting system.

Automated data cleanup

Power Query steps that take your raw exports and clean them the same way every time.

Data models and measures

Power Pivot tables and DAX measures for actuals, budget, variance, and margin.

Reports and dashboards

P&L, budget vs. actual, sales, AR. The views you need, in the Excel you already use.

Reconciliation checks

Built-in tie-outs that prove the report matches your books before anyone sees it.

Who I help

For the people who own the numbers.

Business owners

Get your evenings back from reporting. Know where the month stands without building it yourself.

Bookkeepers and CPA firms

A partner for clients who need more than the bookkeeping: reporting models you can hand them.

Finance teams

Extra hands to automate the reports nobody has time to rebuild.

Packages

Fixed prices. No hourly meter.

Report Automation

$450

One report automated with Power Query
Refreshes from your exports in one click
Handoff walkthrough

Reporting Model

$900

Everything in Report Automation, plus:

Power Pivot data model
DAX measures for actual, budget, and variance
Reconciliation check to your books

Full Reporting System

$1,500

Everything in Reporting Model, plus:

Dashboard
Written documentation
Walkthrough for your team

Every project starts with a free review of your current report. You get a fixed quote before any work begins.

How it works

Four steps, start to handoff.

Send me the report

Email me what you rebuild each month and the exports it comes from.

Get a fixed quote

I review it and send a fixed price and timeline.

I build it

With your data, kept confidential and used only for your project.

Handoff

A walkthrough and documentation so you can refresh it yourself.

About

I'm Jason Haynes.

I'm a finance manager in automotive manufacturing with experience across FP&A, cost accounting, and controllership. I build the kind of reporting I wish every finance team had: models that refresh themselves and prove they tie.

FP&ACost accountingControllershipManufacturing financePower QueryPower Pivot / DAX

Questions

Common questions

Do I need Power BI?

No. Everything runs in the Excel you already have.

What do you need to get started?

A sample export and the report you build from it. That's enough for the free review.

Is my data safe?

Your data is used only for your project and never shared.

Do you work in person?

Yes, in Centralia, Columbia, and Mexico, MO. Everyone else, remotely.

Free report review

Tell me which report eats your time.

Send a sample export and the report you build from it. I'll reply with what can be automated and a fixed price.

jason@jasonhaynesanalytics.com

Email me