04 / Office & accounting teams

Less retyping.
Less reminding.
Room to breathe.

You keep the details together for everyone else. We connect the forms, files, and follow ups behind your day so you can spend less time copying information and reminding people what’s missing.

Start with a conversation. The first one is free.

We build with the Microsoft
tools you already use.

Power BI

Power Apps

Power Automate

SharePoint

Teams

Excel

A lighter load.
A clearer process.

The work still needs care and judgment. The copying, searching, and chasing shouldn’t take up the whole day.

One entry. Fewer missing details.

The same request gets typed into a form, an email, and a separate spreadsheet.

We connect guided forms and apps to shared records, so the details needed for the next step are captured together.

Power Apps · SharePoint

Follow ups you can keep track of.

Checking aging reports and matching invoice copies leaves little time for resolving the actual issue.

We connect invoice details, follow up drafts, and customer responses so your team can review and act from a clearer starting point.

Power Automate · Excel

Files with a place to live.

People ask for the latest document because the shared folder and the tracker don’t tell the same story.

We organize shared workspaces around your team’s tasks, with clear ownership, useful navigation, and access matched to each role.

SharePoint · Microsoft 365

“Why are we entering this again?”

Capture it once. Let the information follow the work.

Less chasing.
More together.

See how these connections work in practice. These examples show solution types We’ve designed and implemented.

AR follow up

Invoices, reminders, and responses in one process.

Shared workspaces

A clear home for files, records, and team resources.

Anonymized, representative mockups. No client data is shown.

Start with one recurring problem

What are you tired
of doing twice?

Bring one recurring task that takes more effort than it should. We’ll talk through how it works now and where a better connection could help.

The first conversation is free.

Alex McCue

Founder, Virtual Data Analyst

A real person in your corner

We know the work behind the report.

Alex’s background in finance helps us understand why definitions, ownership, and a clear trail back to the source matter. We start with how your team works, then build a system that supports it.

Previously

General Motors

Senior Financial Analyst

Bosch

Senior R&D Controller

Prior employment experience only. No endorsement or affiliation is implied.

Your business stays your business.

An NDA can be in place before sensitive information is shared. We agree on the access the work requires, with your systems under your control.

Less retyping. Less reminding. Room to breathe.

A lighter load.A clearer process.