Automate Excel reports

Excel report automation software is the answer to spreadsheet sprawl and data chaos

Reduce manual work & generate automated excel reports

Excel spreadsheets are necessary in almost any business function. The time people spend manually updating, consolidating and fixing them is not. No-code automation software can automate Excel and create a digitized and standardized workflow for your manual spreadsheet-heavy processes.

This means automatically generated reporting documents and deliverables, more accurate, up-to-date data, more visibility and less breakage. Replace fragile spreadsheets containing complex macros or formulas and outdated information with Excel report automation software.

Make your work flow with our no code Excel automation tool

Catalytic is the no-code workflow automation platform empowering business people to click-and-create digitized, automated and AI-enabled workflows.

Watch the video to see Catalytic’s Excel automation tools in action. It’s the only cloud platform created for business users, balanced with IT governance—and above all—with people in mind. At the core is a self-managing, intelligent data layer driving it all forward for powerful processing, visibility and a low-maintenance, dynamic infrastructure.

Global powerhouses to nimble startups have embraced Catalytic workflows like these to do more with less, while overcoming years-long obstacles.

Use Catalytic to automate success

Try our no code Excel automation tool and reclaim your work day.

Let us show you firsthand what’s possible with Catalytic for your operations.

 

"Highly customizable while also simple to use. I have no technical expertise but I'm able to build very complex processes and incorporate predictive modeling with no additional support."

- Senior Director of Business Operations & Transformation 

 

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The best way to automate Excel reports

Excel certainly has its place in most types of work. However, manual reporting, data entry and spreadsheet pileup usually contributes to wasted time, bottlenecks, errors, outdated data and fragile processes.

Today many companies have an alarming number of processes running on disparate and fragile Excel programs. 71% of organizations depend on spreadsheets for collecting data across the majority of their business. But in the same study showing how out of control Excel reporting has gotten, 43% of respondents don’t know how many spreadsheets are in use in their company.

Somewhere between 80% to 90% of spreadsheets also contain errors, which can create expensive risks and time-consuming fixes like this list of the 10 costliest spreadsheet mistakes in history. 

The majority of documents also reside on individuals’ computers, which means entire operations can suddenly break down if an employee leaves or something happens to the computer or the file. In the cloud era, this is an unnecessary risk.

Even when functioning properly, Excel processes and data exist in a black box providing little to no transparency and visibility to know what’s going on in real time across processes. 

Trying to automate Excel with macros, complex formulas, VBA automation or even Robotic Process Automation (RPA) doesn’t really solve the heart of these issues. Sometimes these methods can provide some time saving benefits—but usually not for long as they are still prone to breakage and are usually owned by only one person (or very few people) that can fix it, let alone understand it while it is working. 

The best way to handle Excel report automation is by looking at the larger process and using data more dynamically. No-code workflow automation can not only automate Excel, but it can coordinate and automate many tasks and steps that happen across teams, plus your other software and data.

Picture a monthly automated finance reporting workflow that is scheduled or triggered by requests, incoming emails or updates to another system. It can pull updated data from different formats: apps like Salesforce, other spreadsheets, even PDFs like invoices. This data can be reviewed for exceptions and routed to people for accuracy or approvals. Then, it can all be aggregated to generate or update an Excel deliverable from a template, automatically applying any filters or formulas for accurate reporting and metrics. 

When you automate Excel reports with a no-code workflow automation platform, it doesn’t have to stop there. Customize your workflow to send segmented reports out to different stakeholders, even generate presentation-ready PowerPoint slides for a review meeting.

An advantage of using a no-code workflow automation platform like Catalytic is that your entire process also becomes more dynamic and visible. These digitized and standardized workflow steps all run on a real-time self-documenting data layer so that everything is trackable, data is more reliable and up-to-date. With this digital infrastructure, your mission-critical processes are no longer running in a black box, or hanging by the fragile thread of Excel spreadsheets.

The opportunities don’t stop there, using Catalytic can also mean using spreadsheet data for an easy way to continuously improve, stay agile to change and implement machine learning into your processes, even turn your Excel models into products and apps for new revenue, better experiences and even more innovation.

Want to try no-code workflow automation free with Catalytic?