Spreadsheet automation, no more manual rows
A managed AI agent that reads and writes your Excel and Google Sheets — pulling data in, cleaning it, running the logic, and pushing results out — so the spreadsheets your business runs on update themselves.
The spreadsheet that eats your week
Half your business runs on a spreadsheet someone updates by hand — copying numbers between tabs and systems, fixing formatting, and reconciling rows. It works, until the person who knows it is out, or fat-fingers a cell.
- Hours spent copying data between spreadsheets and other systems.
- Manual cleanup, deduping, and reformatting every cycle.
- Errors from a single mistyped cell rippling downstream.
- Critical reports that only one person knows how to produce.
As a Finance / Controller, I need to stop rebuilding the same spreadsheet report by hand each month.
As a Operations Manager, I need to keep our working spreadsheets in sync with our systems.
As a Analyst / Ops Lead, I need to automate the data pulls and cleanup I do every week.
What the agent does
We map the spreadsheets your business depends on and the steps a person does to maintain them, then build an agent that does it on schedule — co-managed so it keeps working.
- 01
Pull the data
The agent gathers data from your systems, exports, and other sheets into one place.
- 02
Clean & validate
It dedupes, reformats, and checks the numbers against your rules, flagging anything off.
- 03
Run the logic
Your calculations and reconciliations run automatically — the same way, every time.
- 04
Write the output
Results are written back to the right cells, tabs, or systems on schedule.
- 05
Flag the exceptions
Anything that doesn't reconcile routes to a person with the row and the reason highlighted.
Wires into
- Excel / Microsoft 365
- Google Sheets
- Your ERP / CRM / database
- Email & storage
What it does
- Scheduled data pulls
- Cleaning & deduplication
- Calculations & reconciliation
- Write-back to sheets & systems
What's included
- Spreadsheet workflow mapping
- Read/write automation build
- System wiring
- Exception monitoring & break/fix
We build financial data automation. A verified win in reconciliation:
Reconciliation was a nightmare. We had accounts at Schwab, Fidelity, and TD, plus our own general ledger, and nothing matched without three days of manual work every month. ThunderStaff built an automated reconciliation engine that matches transactions across all custodians, flags exceptions by variance threshold, and generates reconciliation reports with full audit trails. Month-end close went from 5 days to 6 hours. We stopped paying our bookkeeper overtime and our advisors finally trust the numbers in client reports.
Take the hours spent maintaining your key spreadsheets each cycle and multiply by how often you do it. That's the recovered time — plus the costly errors you stop making and the single-person dependency you remove.
Run the numbers in the ROI calculatorRelated automations
Questions, answered
Does it work with Excel and Google Sheets?
Both. The agent reads and writes Excel (including Microsoft 365) and Google Sheets, and connects them to the systems your data comes from.
Will it break my existing formulas?
No. We build around your existing logic — the agent feeds clean data in and writes results out, so your sheet keeps working the way your team expects.
Can it pull from our other systems?
Yes. Part of the build is wiring the agent to your ERP, CRM, database, or exports so the data flows in automatically instead of being copied by hand.
How fast can it go live?
Most builds go from process mapping to a live agent in days, starting with a free Process Blueprint.
Let your spreadsheets run themselves
Start with a free Process Blueprint: we map your spreadsheet workflow, show where the time and errors come from, and scope an agent to run it — no commitment.