Real tools, real Excel systems, real screen recordings — not mockups. Every clip below runs on sample data, built the same way client systems are built.
Short screen recordings — sound on for narration where available.
A sample company's Assumptions, Balance Sheet, Income Statement and Cash Flow linked into one working model — the same architecture behind every client build.
Subcontractor and internal-source cost tracking, calendar-month view, variance auto-calculated — sample data, real formula logic.
Real-time price feed, trend signals and buy/sell targets built into a live-updating Excel-linked dashboard.
Income, benefits, household bills and living costs, tracked and summarised automatically — the same discipline scaled down for individuals.
Material cost vs profit, inventory movement, stock turnover and revenue-profitability, all on one screen.
The same MIS, in table form — profitability ratios, inventory details and holding periods against benchmarks.
Buy/sell signals, trend detection and live target tracking on a market-data-linked dashboard.
Worked samples built on a fictional company with invented data. Your version runs on your numbers and your rules.
One-page sales and receivables dashboard with KPIs, budget variance, ageing and DAX measures. Open sample (PDF) →
Data checks, reporting tables, charts and an automated monthly report. Open sample (PDF) →
Inputs, P&L, budget vs actual, variance flags and charts, all driven by formula. Open sample (PDF) →
A manual follow-up process redesigned with rules, an AI draft and human approval. Open sample (PDF) →
A reusable skill that reviews an invoice list and writes a receivables summary. Open sample (PDF) →
The overdue-invoice follow-up designed in n8n and Zapier, with a human review step. Open sample (PDF) →
Monthly management view: sales, margin, expenses vs budget, ageing and top customers. Open sample (PDF) →
Swimlane map, BPMN file and written SOP for vendor invoice to payment. Open sample (PDF) →
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