THE ONLY LIMIT
IS YOUR
IMAGINATION

DO YOU HAVE A TEDIOUS, REPETITIVE TASK THAT YOU PERFORM FREQUENTLY?

LET ME HELP YOU AUTOMATE YOUR TASKS!

PERFORMANCE CALCULATOR

Do you want to know how your staff or branches are performing?

DATA
TRANSFORMATION

Do you need data transformed from one format to another?

SENDING
BULK MAIL

Do you need to send a personal mail to multiple recipients?

AUTOMATED
INVOICING

Don’t want to spend money on an accounting program?

AUTOMATED
QUOTING

Does your quoting take up too much of your productive time?

COST EXPENSE
TRACKING

Are you struggling to control your project expenses and costs?

FINANCIAL
COMMISSION TRACKING

Is figuring out which policy commissions have been paid too time-consuming?

CONSIGNMENT
STOCK MANAGER

Do you find stock consignment handling from suppliers a heavy burden?

BILL OF
QUANTITIES

Have you tried setting up a BoQ and found it to be a nightmare?

BANK STATEMENT
CONVERTER

Have you tried importing your bank statement and it is a complete jumble?

DATABASE
DATA ANALYSER

Has web database data reporting and analysing been a day-to-day challenge?

SMART
SPREADHSEET DESIGN

Are you battling to create an efficient, multiple-criteria spreadsheet?

GET IN TOUCH

DO YOU HAVE A TEDIOUS, REPETITIVE TASK THAT YOU PERFORM FREQUENTLY?

LET ME HELP YOU AUTOMATE YOUR TASKS!

PERFORMANCE CALCULATOR

Do you want to know how your staff or branches are performing?

DATA
TRANSFORMATION

Do you need data transformed from one format to another?

SENDING
BULK MAIL

Do you need to send a personal mail to multiple recipients?

AUTOMATED
QUOTING

Does your quoting take up too much of your productive time?

AUTOMATED
INVOICING

Don’t want to spend money on an accounting program?

COST EXPENSE
TRACKING

Are you struggling to control your project expenses and costs?

BILL OF
QUANTITIES

Have you tried setting up a BoQ and found it to be a nightmare?

FINANCIAL
COMMISSION TRACKING

Is figuring out which policy commissions have been paid too time-consuming?

CONSIGNMENT
STOCK MANAGER

Do you find stock consignment handling from suppliers a heavy burden?

SMART
SPREADHSEET DESIGN

Are you battling to create an efficient, multiple-criteria spreadsheet?

DATABASE
DATA ANALYSER

Has web database data reporting and analysing been a day-to-day challenge?

BANK STATEMENT
CONVERTER

Have you tried importing your bank statement and it is a complete jumble?

GET IN TOUCH

HOW WE “IMPROVE PRODUCTIVITY”

with Microsoft Excel

DATA TRANSFORMATION

  • Take reports from your accounting system and create perfectly formatted spreadsheets in the blink of an eye.
  • Update complex quotes with the latest prices in your price list in seconds instead of hours.

SENDING BULK MAIL

  • Send a personalised mail to multiple individuals
  • Make sure no other recipients can see who’s receiving the mail
  • No need for a third-party program like MailChimp
  • Your emails appear in your Outlook Sent Items folder

AUTOMATED QUOTING

  • No need to use a paid accounting program
  • Use a template-based master to suit your exact requirements
  • Still have automated quote numbers
  • Generate a deposit invoice from your original quote
  • Generate a final invoice

PERFORMANCE CALCULATOR

  • Ideal for small Estate Agencies
  • Analyse and monitor performance by individual or branch
  • Have individual logins
  • Create performance charts
  • Create deal sheets showing deductions and commissions
  • Track commission earning

AUTOMATED INVOICING

  • Use a handy template-based master that is created specifically for you
  • Ensure your invoices have a professional look and feel
  • Have automated invoice numbers
  • Works with VAT and NON-VAT invoices
  • Track and analyse your invoicing by category

COSTING & EXPENSE TRACKING

  • This is ideal for contractors and tradesmen
  • Know your spending on each job by chosen category
  • Keep track of labour costs per job and monthly
  • Accurately track variations
  • Calculate actual profit in real time
  • Analyse jobs for profit reporting

FINANCIAL COMMISSION TRACKER

  • Ideal for anyone earning policy commissions
  • Import and track monthly policy additions, payments or non-payments
  • Track multiple commissions on single policies
  • Performance and profitability tracking
  • Calculate lead sub-commissions
  • Have an automatic year-end roll-over

CONSIGNMENT STOCK MANAGER

  • Receive stock in your “stock room”
  • Make and track sales
  • Handle returns from clients AND suppliers
  • Always know the value of your stock on hand
  • Know the potential profit value of the stock on hand
  • Know, in real-time how much you owe your suppliers

EXCELlent BILL OF QUANTITIES

  • No more item numbering hassles
  • Simplified carried forward and brought forward forumlas
  • Prepare your BoQ with no numbering or page breaks
  • Flag an item type and numbering style with a code
  • Create a complete bill including a summary in seconds

SAGE BANK STATEMENT CONVERTER

  • Import bank statements in csv format
  • Generate payment and receipt files in the right format
  • Be able to upload this information into Sage 50
  • Track recurring items
  • Automatically insert ledger codes

SMART DATA ANALYSIS

  • Choose how to display your data e.g. sales by area, sales by sales agent, sales by invoice etc.
  • Drill down using timeline and data slicers
  • Make use of pivot tables
  • Create a professional, user-friendly dashboard
  • Make use of smart charts
  • Create conditional formatting to suit your needs

SMART SPREADSHEET DESIGN

  • Prevent users from deleting/changing what they shouldn’t
  • Restrict input to permissible limits or list values
  • Choose key values that you want automatically highlighted
  • Formula error checking
  • Create self-propagating formulas
  • Customise your spreadsheet to look professional

BESPOKE WEB DATABASE DATA ANALYSER

  • A custom-built utility can be created to access online data
  • Choose how and what data is analysed
  • Detect and monitor equipment in the field
  • Monitor and track expiring contracts
  • Add functions to suit your specific requirements

DATA TRANSFORMATION

  • Take reports from your accounting system and create perfectly formatted spreadsheets in the blink of an eye.
  • Update complex quotes with the latest prices in your price list in seconds instead of hours.

SENDING BULK MAIL

  • Send a personalised mail to multiple individuals
  • Make sure no other recipients can see who’s receiving the mail
  • No need for a third-party program like MailChimp
  • Your emails appear in your Outlook Sent Items folder

AUTOMATED QUOTING

  • No need to use a paid accounting program
  • Use a template-based master to suit your exact requirements
  • Still have automated quote numbers
  • Generate a deposit invoice from your original quote
  • Generate a final invoice

PERFORMANCE CALCULATOR

  • Ideal for small Estate Agencies
  • Analyse and monitor performance by individual or branch
  • Have individual logins
  • Create performance charts
  • Create deal sheets showing deductions and commissions
  • Track commission earning

AUTOMATED INVOICING

  • Use a handy template-based master that is created specifically for you
  • Ensure your invoices have a professional look and feel
  • Have automated invoice numbers
  • Works with VAT and NON-VAT invoices
  • Track and analyse your invoicing by category

COSTING & EXPENSE TRACKING

  • This is ideal for contractors and tradesmen
  • Know your spending on each job by chosen category
  • Keep track of labour costs per job and monthly
  • Accurately track variations
  • Calculate actual profit in real time
  • Analyse jobs for profit reporting

FINANCIAL COMMISSION TRACKER

  • Ideal for anyone earning policy commissions
  • Import and track monthly policy additions, payments or non-payments
  • Track multiple commissions on single policies
  • Performance and profitability tracking
  • Calculate lead sub-commissions
  • Have an automatic year-end roll-over

CONSIGNMENT STOCK MANAGER

  • Receive stock in your “stock room”
  • Make and track sales
  • Handle returns from clients AND suppliers
  • Always know the value of your stock on hand
  • Know the potential profit value of the stock on hand
  • Know, in real-time how much you owe your suppliers

EXCELlent BILL OF QUANTITIES

  • No more item numbering hassles
  • Simplified carried forward and brought forward forumlas
  • Prepare your BoQ with no numbering or page breaks
  • Flag an item type and numbering style with a code
  • Create a complete bill including a summary in seconds

SAGE BANK STATEMENT CONVERTER

  • Import bank statements in csv format
  • Generate payment and receipt files in the right format
  • Be able to upload this information into Sage 50
  • Track recurring items
  • Automatically insert ledger codes

BESPOKE WEB DATABASE DATA ANALYSER

  • A custom-built utility can be created to access online data
  • Choose how and what data is analysed
  • Detect and monitor equipment in the field
  • Monitor and track expiring contracts
  • Add functions to suit your specific requirements

SMART SPREADSHEET DESIGN

  • Prevent users from deleting/changing what they shouldn’t
  • Restrict input to permissible limits or list values
  • Choose key values that you want automatically highlighted
  • Formula error checking
  • Create self-propagating formulas
  • Customise your spreadsheet to look professional

SMART DATA ANALYSIS

  • Choose how to display your data e.g. sales by area, sales by sales agent, sales by invoice etc.
  • Drill down using timeline and data slicers
  • Make use of pivot tables
  • Create a professional, user-friendly dashboard
  • Make use of smart charts
  • Create conditional formatting to suit your needs
How can I help you?
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