Consolidation

Automated Excel Data Consolidation Solution

Overview – What is Consolidation: Excel consolidation is a structured process of combining data from multiple worksheets or workbooks into a single, unified summary. It is widely used in reporting, financial planning, and operational analysis to streamline data across departments or time periods.

Process of Consolidation:

  • Identify and select source files or folders
  • Define column mappings and header alignments
  • Automate data cleaning, formatting, and merging
  • Generate a centralized summary report with consistency and accuracy

Applicable Industries:

  • Finance and Accounting
  • Sales and Distribution
  • Inventory and Supply Chain Management
  • Human Resources
  • Operations and Project Management

Challenges in Manual Consolidation:

  • Time-consuming data copying and pasting
  • High risk of human error in formulas or data ranges
  • Inconsistent data structures across files
  • Lack of version control and auditability
  • Inefficiencies in repetitive updates

Bot Benefits:

  • Reduces consolidation time by up to 80% s
  • Enhances overall productivity and reporting accuracys
  • Enables processing of large volumes of Excel files effortlesslys
  • Eliminates manual errors and redundanciess
  • No technical expertise required to operates