Structured Excel solutions for financial services firms that can't afford for their processes to fail.
Does this sound familiar?
Excel on Tap: Ongoing Excel Development Capacity — Without the Hiring Overhead
With Excel on Tap, your business gets ongoing access to senior Excel developers who understand your environment, your priorities, and your deadlines — without the cost or complexity of hiring.
We become, in effect, your Excel team. We work through a prioritised backlog with you, continuously improving and automating your most important Excel processes — month after month.
Whether it's automating a manual reporting process, rebuilding a fragile model, reducing key-person risk, or improving data accuracy — we handle it continuously, not just once.
No hiring. No overhead. Just results.
Stop asking your senior people to maintain spreadsheets they didn't build, fix macros they don't understand, or manually compile reports that should run automatically.
That's not a strategy — it's an expensive distraction.
Excel on Tap removes it permanently.
Who We Work With
We work with mid-tier financial services firms — asset managers, FX dealers, private equity firms, and options traders — where Excel is genuinely operationally critical. Our clients are typically COOs, CFOs, and Heads of Operations who are responsible for processes that run on Excel and are tired of the risk, the manual effort, and the key-person dependency that comes with it.
Business & Financial Benefits
Mid-tier financial services firms typically rely on one or two internal "Excel experts" — often senior, expensive people whose time is far better spent elsewhere. Or they ask their IT team, who are generalists without the specialist Excel skills to deliver what the business actually needs.
The result is the same either way: fragile workbooks, manual processes, and operational risk that quietly accumulates.
With Excel on Tap, you can:
What We Deliver
Excel processes that currently take hours or days can be automated to run in minutes — with greater accuracy, better documentation, and significantly reduced risk.
Our clients have achieved ROI gains of up to 631% and reclaimed dozens of hours every month from manual Excel work.
What we build and automate for Excel on Tap clients:
In most financial services firms, the people best placed to analyse data are the same people manually collecting it. Excel on Tap changes that.
See How it Works in 3 Steps
Most issues are resolved within a few business days. You get direct access to a senior Excel developer — no call centre, no delays.
3. Review
You approve the work. Need revisions? You get direct access — no tickets, no queues.
Why Excel on Tap is smarter than hiring
You get the experience of a senior Excel developer — without the salary, the recruitment cost, or the management overhead.
Excel on Tap — Coverage Tiers
Each tier represents a different level of ongoing development capacity, aligned to how critical Excel is to your business. You're not buying hours — you're buying coverage. The depth of attention, the speed of response, and the scope of continuous improvement we provide scales with your tier.
Features & Pricing
Foundation
Efficiency
Leverage
Strategic
Monthly Investment (USD)
$3,800/mo
$5,400/mo
$8,500/mo
$14,000/mo
Typical Capacity
16-20 hr/mo
25-32 hr/mo
40-50 hr/mo
65-80 hr/mo
Direct access to senior Excel developer
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Prioritised work backlog
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Monthly progress reporting
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NDA — your data and IP protected
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No long-term contract
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Best for
Firms beginning to address Excel debt systematically
Firms with regular development needs across multiple workbooks
Firms with operationally critical Excel processes requiring continuous attention
Firms where Excel is core infrastructure and failure has serious consequences
Prices are published in USD. GBP pricing is available on request. We hold accounts in both currencies — clients can pay in either without currency conversion.
Your final monthly investment reflects the complexity of your Excel environment, the criticality of your processes, and the speed of response you require. For most clients it lands very close to the published figures.
Not sure which tier is right for you? That's exactly what the discovery call is for.
Free Download
Download the Excel on Tap Service Guide
Everything you need to understand how Excel on Tap works, what's included, how pricing works, and what results our clients have achieved — in one document.
— Market Risk Team, Mid-Tier Asset Manager
4 days of manual reporting. Became 10 minutes
Ready to stop managing Excel and start improving it?
Book a 30-minute discovery call.
We'll look at your current Excel environment, identify where the biggest risks and inefficiencies are, and tell you honestly whether Excel on Tap is the right fit.
No sales pitch. No obligation. Just a straightforward conversation about your situation.
Not ready for a call yet? Send us a message and we'll be in touch.