Quotes, pricing, payroll or month-end live in workbooks full of formulas, hidden sheets and macros, passed around by email. We write down what each one really does, in an Operating Manual (your SOPs, roles and rules in one place), show which fixes and AI uses pay off, and rebuild the work as one connected web app with logins and a record of every change, ready for automation and AI.
Free · 3 minutes · no files, no sign-up · your estimate on screen
Orders of 50 units or more get 8% off the list price. Orders of 200 or more get 12%. Key Accounts always get at least 10%.
Given an order of 60 units at $20.00 list, standard customer. When the quote is priced. Then the unit price is $18.40.
We read every formula, hidden sheet and macro, and follow the work from one workbook to the next and through the inbox. The Operating Manual writes down what each step really does, in plain words.
The Opportunity Map ranks every task worth fixing, automating or handing to AI, such as copy and paste between workbooks or a month-end built by hand, by what it saves a year and what it costs to build.
The workbooks become one web app with logins, roles, dashboards that flag problems early and a record of every change. Anyone who likes spreadsheets can still export to Excel.
With your numbers in one well-described place, automations and AI tools plug in safely, one at a time, each measured against what it saves.
Excel 2016 and Excel 2019 lost support on 14 October 2025. Support for Excel 2021 ended on 13 October 2026. Excel in Microsoft 365 carries on.
Support is only part of it. A workbook that runs the business often works on one person's PC, breaks when two people open it, and has no record of who changed what.
Good when The workbook is simple and you want screens on top of a table quickly.
Watch for They copy the cells. They cannot tell you how the workbook is really used, which steps are old mistakes, or where AI would pay off.
Good when You have a developer you trust and time to explain every step.
Watch for Without the steps written down first, the rewrite depends on what people remember. Rewrites usually fail on the step nobody knew was there.
Good when AI does the first read of every formula and macro. A person checks each step, you confirm it, and the Opportunity Map shows what to automate first.
Watch for It takes about an hour a week of someone's time who knows the workbook.
If an off-the-shelf product fits you better, the X-Ray says so. You keep the Operating Manual either way.
Yes. The new app can export any list or report to Excel, so the people who like spreadsheets keep them for analysis.
Wherever people copy, check or summarize by hand, such as drafting quotes from the price list, flagging numbers that look wrong or writing the month-end summary. The Opportunity Map ranks each one by what it saves a year.
Yes. Logins, roles and a record of every change come as standard, so you can see who changed a price and when.
No. That is what the Business X-Ray is for. It reads every macro line by line and writes down what it does, in plain words, for you to check. The free AI Readiness Check gives you an estimate on screen first.
Free · 3 minutes · no files, no sign-up · your estimate on screen