Palmetto Business Automation Excel, dashboards, and workflow systems Book a Discovery Call

Excel, reporting, and workflow automation for small businesses

Palmetto Business Automation

I help small businesses stop wasting time in messy spreadsheets and manual reports. I clean up reporting, automate repeat work, and build simple systems that are easier to run.

Or text 843-900-0124 directly if your app does not open.

Simple, low-cost support for small businesses.

  • Service-area business
  • Available for in-person or virtual meetings
  • Low-cost, practical support

How I help

Simple Automation
for Small Businesses

I help small businesses stop wasting time in messy spreadsheets and manual reports.

1
Clean up messy reports

Excel files, exports, duplicates

2
Automate repeat work

VBA, Power Automate, Python

3
Build simple dashboards

Power BI, SQL, weekly summaries

Result

Fewer manual steps, clearer numbers, and one simple view built from the tools your business already uses.

Services

Practical automation work that helps teams move faster.

Small businesses do not need a giant software build to make a real improvement. They usually need cleaner reporting, fewer manual steps, and a few dependable tools that fit the way the business already works.

Excel cleanup

Messy spreadsheets

Messy spreadsheets, exports, formulas, and report repair.

Workflow automation

Repeat work

Power Automate flows, approvals, reminders, and repeat tasks.

Dashboards & reporting

Simple reporting views

Simple views that show the numbers owners actually need.

Python / SQL data cleanup

Data prepared for reporting

Clean, join, standardize, and prepare data for reports.

Need a small system to feel a lot simpler?

I can help you clean up the spreadsheet mess, automate the repeat steps, and build a better view of what is going on.