Comprehensive VBA macro suite for managing complex financial spreadsheets across share groups. Automates dividend tracking, portfolio reconciliation, member contribution calculations, and consolidated reporting to replace hours of manual spreadsheet work with one-click operations.
Saves 25 hours per month
RB Alliance
The brief
Investment share groups were managing complex pooled finances in Excel — dividend tracking, member contributions, portfolio reconciliation and consolidated reporting — entirely by hand. The manual process was slow and error-prone.
What we built
A comprehensive VBA macro suite that turns those workbooks into one-click operations. It automates dividend tracking, portfolio reconciliation, member-contribution calculations and consolidated reporting across multiple share groups, replacing hours of careful manual spreadsheet work.
The approach
Rather than force a migration to new software, we met the client where they already worked. The suite is engineered for reliability on real, messy spreadsheets, with validation and reconciliation built in so the numbers can be trusted.
The outcome
What used to take hours of manual entry and cross-checking now runs in a single click, with fewer errors and clean consolidated reports.
