Time Entry & WIP Capture for M&A Analysts with Excel
The Problem
M&A Analysts write time at week's end from memory — billable hours get lost, project codes are wrong, and write-offs eat realization.
What We Build in Excel
AI watches calendar, email, and Datasite activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.
Excel Integration Approach
Audit your Excel configuration
We map the specific Excel objects, custom fields, and workflows the automation needs to touch for your transaction advisory practice.
Build on the Excel API or agent
Integration happens inside Excel — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Excel with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Excel instance
30-minute call. We'll look at your actual Excel setup and show exactly how this workflow fits.