Financial figures for 35 clinics, sent to headquarters one Excel file at a time
Each branch sent its financials to headquarters in its own Excel format, and someone consolidated them by hand. Formats varied, files named "final (2)" piled up so nobody was sure which was current, and management was always looking at numbers that were a step behind.
- Client
- Same group · finance for 35 branches
- Scope
- Data dashboard
- Key result
- 35 branches' numbers in one place
The problems we found
- Every branch had its own Excel format, and consolidating meant reconciling formats by hand
- Files named "final (2)" everywhere, and nobody was sure which one was current
- By the time the numbers reached headquarters they were already out of date, so management couldn't see the current state
What we changed
- A central database (self-hosted Supabase), so the data stays in the company's own hands
- A web dashboard replaces scattered Excel files, with one format across all branches
- An Excel batch import tool: choose the branch and month, and preview with a dry run before importing
- Old data fully migrated, so historical figures are centralized too
Results
- Financial figures for all 35 branches in one place, in one format
- Management no longer waits for manual consolidation to see the numbers
The first step in report automation often isn't the report. It's getting all the numbers to live in the same place.
Are your branch numbers still coming back as separate Excel files?
Start with a free 30-minute call about how the work runs today, and we'll judge whether a closer look is worthwhile. Finding where it really gets stuck means looking at the actual workflow.