CorporateFree
3 Excel Automations You Should Have Built Last Year
Power Query. XLOOKUP. Budget alerts. Build each once.
What This Is
Three Excel automations that should already be running in your finance department. Power Query for M-Pesa and bank statement refresh, XLOOKUP for GL mapping, and a budget alert formula that flags variances automatically. Each is built once. Each runs without you.
What's Inside
- 01Power Query M-Pesa statement refresh — one click, no copy-paste ever again
- 02Bank statement reconciliation with automatic duplicate flag
- 03XLOOKUP GL code mapper with department rollup
- 04Budget alert formula with RAG (red/amber/green) status
- 05Month-end checklist that updates itself based on completion status
You Get
- ✓Excel template file with all 3 automations pre-built
- ✓Step-by-step implementation guide with screenshots
- ✓Adaptation notes for your chart of accounts and bank format