Accounting experience meets business process and Excel systems thinking.
Excel Automation Studio was founded by Luis Alexander to help growing businesses improve the financial and operational work that lives between accounting systems, spreadsheets, recurring processes, reporting, and the people who depend on them.
Luis Alexander
Founder & Principal of Excel Automation Studio, based in Baton Rouge, Louisiana.
- Senior accountant and accounting automation consultant
- M.S. in Accounting & Data Analytics, Michigan State University
- B.S. in Business Administration, Washington and Lee University
- QuickBooks Online ProAdvisor Certified
- Advanced Excel, Power Query, Power Pivot, VBA, DAX, and structured data modeling
- Connect on LinkedIn
Built from the work businesses actually run every month.
EAS grew out of a simple observation: many important financial and operating processes do not live cleanly inside one system. They live in exports, schedules, spreadsheets, reconciliations, workpapers, and reports that only one or two people fully understand.
Luis has worked across consulting, SaaS, healthcare, insurance, nonprofit, real estate, and PE-backed environments, building close workflows, reconciliations, KPI models, automation, and Excel-native reporting infrastructure.
Over time, the same pattern kept appearing: the spreadsheet itself was often only part of the problem. Definitions were inconsistent, information moved through manual handoffs, controls depended on memory, and processes had grown around the limitations of the systems people already had.
The goal of EAS is not to replace every system. It is to understand the work, improve what needs improving, and make the resulting process clearer, more controlled, more repeatable, and easier for someone else to operate.
Three disciplines brought together.
Accounting Foundation
Monthly close, reconciliations, financial statement support, amortization schedules, management reporting, KPI packages, forecasting, controls, and CPA handoff.
Excel Automation
Power Query, Power Pivot, dynamic arrays, VBA, cube formulas, DAX, structured input tables, refreshable workflows, exception handling, and QA checks.
Business & Information Architecture
A focus on how the business creates value, the processes people perform, the meaning of important information, authoritative sources, ownership, controls, handoffs, and the decisions the resulting information needs to support.
From public-company schedules to PE-backed reporting.
EAS is shaped by hands-on accounting and process work, not theory alone.
- Designed a reusable Excel-native prepaid software subledger with amortization, reconciliation, JE export, dashboard workflow, validation logic, and SOP-ready handoff.
- Consolidated 20+ loan workbooks into a normalized Power Query model for a 44-bank / 90+ property real estate cleanup.
- Created a contractor payout schedule using Power Query, reducing time to close by 60%.
- Streamlined cash application work, saving roughly three hours per day.
- Built KPI and board reporting support in PE-backed healthcare and insurance environments.
- Supported public-company reporting, fixed assets, inventory, content assets, and 10-Q / 10-K schedules.
Build something the business can trust — and keep using after the builder leaves.
A good Excel system is not just technically correct. It should make the result trustworthy, make the information understandable, work again the next time the process occurs, and belong to the client rather than the person who built it.
Practical, clear, and built for handoff.
EAS is designed for growing businesses that need meaningful improvement now — not a giant transformation project before anything gets better.
Start as small as the problem allows.
Start with a short discovery call. If one recurring process is the real problem, a focused Excel Process Improvement Sprint may be all you need. If the pain spans multiple processes, systems, or sources of information, Phase 0 provides a structured way to step back, understand the business, and decide what deserves attention first.
No black boxes.
Workbooks and modules are designed with understandable inputs, visible outputs, appropriate checks and reconciliations, documentation, and handoff in mind. The goal is for your team to understand what the system is doing and be able to operate it without permanent dependence on EAS.
What process is taking too much time, creating too much uncertainty, or depending too heavily on one person?
Start with a short discovery call. We’ll understand the problem, determine whether the right next step is one focused improvement or a broader Phase 0 engagement, and avoid building anything that does not earn its place.