WizardFlow simplifies repetitive processes, connects your tools, and turns messy manual work into cleaner systems your team can trust.
Automation first
Cleaner workflows, fewer manual steps, better handoffs
Reporting systems
Power Query, spreadsheets, dashboards, and repeatable packs
Support after build
Practical handover, checks, and improvements when needed
Automation direction
Clear steps, fewer manual touches, and outputs your team can repeat without rebuilding the process each time.
Clarity
Mapped process
Control
Fewer errors
Speed
Less admin
Proof
Visible output
Workflow automation
Processes mapped, cleaned, and automated
Data clean-up
Power Query, Excel, and system exports
Controlled outputs
Reports and handoffs that repeat cleanly
A simple enquiry can create a chain of repetitive admin. Automation handles every step the moment it arrives.
Before automation
New customer enquiry
“Could I get a quote?”
Repeated for every enquiry
~12 minutes
After automation
New customer enquiry
Triggers workflow instantly
Runs automatically, every time
~4 seconds
An anonymised example from a finance team at a professional services firm. The work replaced a fragile month-end spreadsheet routine with a repeatable Power Query and macro workflow.
Before
3-4 hours per cycle
After
Under 15 minutes
Impact
Fewer copy/paste errors
Power Query output
Anonymised finance pack refresh
| Client | Status | Net value | Exceptions |
|---|---|---|---|
| Client A | Matched | £12,480 | 0 |
| Client B | Review | £8,210 | 2 |
| Client C | Matched | £19,745 | 0 |
| Client D | Matched | £6,900 | 0 |
WizardFlow is for businesses that rely on spreadsheets, inboxes, forms, and repeat tasks but want a cleaner way to get the same work done.
Best starting point
Start with the highest-friction task: the report, tracker, approval, or handoff your team repeats most often.
The free audit is designed to spot that task quickly and estimate the time cost.
Automate repetitive admin, follow-ups, approvals, onboarding, and handoffs.
Turn spreadsheet-heavy reporting into a cleaner refresh process with Power Query, formulas, and macros.
Keep automations useful after launch with monitoring, fixes, improvements, and documentation.
Want proof before committing?
The anonymised case study shows the kind of manual finance workflow WizardFlow can turn into a repeatable automation.
Every business process is different, but these starting points make it easier to decide whether WizardFlow is the right fit before you send an enquiry.
Low commitment first step
Book a Free Audit to identify the repetitive task costing the most time and what a practical fix could look like.
from £299
A focused automation for one repetitive task, report, or handoff.
from £699
A deeper build for multi-step workflows, reporting packs, and connected tools.
from £199/mo
Monthly support for improvements, fixes, monitoring, and new small automations.
Not ready for a build yet?
Start with the audit. We will estimate the time cost of one manual process and show where automation would have the strongest return.
Clear stages, clean communication, and a build that stays focused on the outcome.
We review the manual process, current tools, and what the business needs to achieve.
We map the workflow, data sources, decision points, and outputs before build begins.
We build the automation with careful testing, documentation, and a clean handover.
We refine the launch, then provide support and optimisation as needed.
Share the workflow you have in mind, or ask for a Free Audit, and we'll reply with a clear next step.