Recurring workbook automation

Do the report by hand.
Once.

Velarc learns your monthly workbook from one before-and-after example — then rebuilds it every period from your new exports. Formulas, tabs, formatting: to the cell.

Run verificationCLIENT BILLING WORKBOOK
MATCH 1.000164/164 CELLSFORMULAS ✓FORMATTING ✓
  • SEP 2026awaiting exportDUE
  • AUG 2026billing_export_aug.csvVERIFIED
  • JUL 2026billing_export_jul.csvVERIFIED
  • JUN 2026billing_export_jun.csvVERIFIED

Every Velarc workbook carries its own verification record — taught in June, proven against the original to a 1.000 match, running every month since.

How it works

Three steps, and the job runs itself.

  1. 01

    Teach it once.

    Upload last period's raw export and the finished report you built from it. That single before-and-after is the whole setup — no formulas to write, no rules to configure, no integrations.

  2. 02

    Watch it prove itself.

    Velarc rebuilds your example from scratch and diffs its work against yours, cell by cell — values, formulas, tabs, formatting. Nothing is published below an exact match.

    REBUILD MATCH 1.000

  3. 03

    Run every period.

    From then on the whole job is one gesture: drop the new export, download the finished workbook. Every formula and every border exactly where you always put them.

Why finance teams can trust it

Engineered like the numbers depend on it.

Exact or nothing

A workflow that cannot reproduce your taught example to the cell is never published. There is no “close enough” in a financial report.

Runs are deterministic

Your monthly files are processed by the learned rules — the same file in produces the same workbook out, every time. No model touches your recurring numbers.

Held, never guessed

When an export changes shape — a renamed column, a missing field — the run is held with a plain-English note about what changed. Nothing silently wrong ever ships.

Works with the files you already have — .xlsx and .csv in, your own workbook out. Your recurring files are processed by learned rules on our servers and are never used to train anything. How we handle data

Next period

The last time you build it by hand.