Automating Monthly Revenue Allocations

Automating Monthly Revenue Allocations with Excelerate®

An accountant at a consultancy firm was spending nearly an entire day managing data from multiple Excel® workbooks—one for each subject-matter expert (SME) with tabs for each client serviced.
The process was tedious, error-prone, and far from scalable, occasionally defaulting to cut and paste.

Challenges

  • SMEs billing multiple clients at varying hourly rates
  • Monthly timesheets submitted in disparate Excel files with multiple tabs
  • Frequent data-entry mistakes and inconsistent formatting
  • Manual consolidation ate up a full working day
  • Risk of misallocated revenue and delayed client statements

Excelerate® Solution

  1. Error Detection & Correction Automatically scans each submitted timesheet, flags anomalies, and standardizes entries.
  2. Data Deconstruction Breaks down raw input into granular categories—per SME and per client.
  3. Automated Reconstruction Reassembles hours and rates into three key views:
  • Total hours and fees per SME
  • Revenue per client
  • Overall consultancy totals
  1. PDF Statement Generation Instantly produces polished, ready-to-send statements for:
  • Each client
  • Each SME
  • The firm’s tax accountant

Results

  • Processing time slashed from hours to minutes
  • 100% data accuracy—no more human-induced errors
  • Consistent, branded statements delivered on time
  • Freed up billing team to focus on analysis, not admin

Excelerate® can transform your revenue workflow and cut your month-end close in half.