All work
Case study
AI-assisted Excel automation for financial modellers
A toolkit and workflow that let a financial modeller with 20+ years of Excel experience describe a task in plain language and get a working Python script that produces formatted workbooks.
- Client
- Financial modelling practice
- Role
- Engineer & trainer
- Timeline
- 2026 · used on real client data
- Stack
- PythonpandasopenpyxlXlsxWriterClaude CodeReactTypeScript
Problem
Consolidations, bank-statement parsing and contract matching took days of manual Excel work each month — and the person doing it did not program.
Approach & architecture
- A seven-step workflow — validate, profile the data, write a plan, confirm with the user, generate code, run with automatic retries, report — so the AI plans before it writes code.
- Eight graded examples, from an expense summary to a DCF with sensitivity analysis, a 12-file reporting pipeline with anomaly detection and time-series forecasting.
- A data profiler, bilingual guides and a small showcase site.
Result
Real jobs automated, including bank-statement parsing, contract matching and a construction-works pivot.
What made it robust
Each job keeps its inputs, the generated script and the outputs together, so results can be rerun and audited.
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