Access, Excel & VBA Development | Custom Applications & Automation Services

Expert Solutions for Access, Excel, and Visual Studio Applications

With over 30 years of experience in developing Access, Excel, and Visual Studio applications, I have built an extensive library of tools and code to help clients solve challenges efficiently. Whether you need VBA training, one-on-one tutoring, or advanced automation solutions, I offer both on-site visits and remote support to meet your needs.

Why Choose Us?

  • Custom Application Development: Tailored solutions to automate processes, enhance efficiency, and solve complex problems.
  • Expert VBA Training: Comprehensive one-on-one or team-based training for Excel and Access users of all levels.
  • Affordable Rates: Competitive hourly pricing for remote support—contact us for more information.

Recent Projects Showcase

Here are examples of how I’ve helped clients streamline operations and improve productivity:

Financial and Trading Systems

  • Proof of Concept (POC): Developed a complete fund trading and management system illustrating table relationships and message flow.
  • Broker Data Normalization: Consolidated broker data from various sources into a unified table for accurate reconciliation with client transactions.

Automation & Integration

  • Invoice Matching Automation: Automated the import and reconciliation of supplier invoices with freight bookings across CSV, Excel, and XML formats.
  • Portal Automation: Designed a system to automatically log into the DTCC portal, download 500+ nightly reports, and save over 2.5 FTEs.

Database Maintenance and Reporting

  • Automated Database Maintenance: Leveraged Microsoft Task Scheduler for nightly database compaction and report generation, producing 1,400+ reports uploaded to SharePoint.
  • Departmental Reporting System: Automated spending report extraction from Coda, delivering PDFs via email and intranet for self-service access.

Custom Applications

  • Freight Booking System: Created an XML-based booking system integrated with SQL backends, automating notifications, payments, and invoice generation.
  • Client Onboarding: Built a tool to convert Excel data into Oracle SQL update/insert scripts for streamlined onboarding.

Key Solutions We Provide

  • Access Applications: Automating financial reporting, reconciliation, and regulatory compliance (e.g., EMIR, ASIC).
  • Integration Expertise: Seamless connections with Sage, Coda, Exchequer, Agresso, and other accounting systems.
  • 24/7 Process Automation: Independent systems running continuous tasks, such as broker data parsing and ledger reconciliations.

Get In Touch Today!

Transform how you manage your data and workflows with bespoke solutions. Contact us for a consultation or to learn more about our training, support, and development services.