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Excel programming

In many firms, tax practices and otherwise, the real work happens in Excel, Word and Outlook. An add-in brings the automation there, instead of opening yet another window or learning yet another program.

Example: A report that fills itself in at the push of a button

In detail

Your team keeps working in the programs it knows, except that these are now extended considerably and tailored more closely to your specific processes. The extensions are rolled out centrally, and nobody has to go looking for the program. The next time Excel, Word or Outlook starts, they are simply part of the familiar interface.

Typical functions include generating or formatting reports from external sources, processing emails automatically, or connecting other programs directly to Office through interfaces.

An add-in also has full access to the functions of the Office apps themselves, which cuts the development effort for many features considerably. The solution is cheaper and ready sooner as a result.

Through Microsoft’s interfaces, the Office apps can also be reached from outside. That allows deeper automation, such as reports created in SharePoint automatically, triggered by events in your other programs, or a ticket system that sits directly on real mailboxes.

Bots for Microsoft Teams let an action start from a simple chat message. That could be filling in an internal support request, asking who looks after a client and which deadlines are coming up, answered straight from DATEV, or logging working hours with a short message.

What you get

  • Add-ins used right inside Excel, Word or Outlook
  • Your own functions in the environments people already know
  • Rolled out centrally and available to every employee
  • Old macros replaced that nobody dares to touch

Typical starting point

  • The same steps in Excel, Word or Outlook repeat every single day.
  • Data from other systems gets exported and copied into Excel by hand.
  • A macro has run for years and nobody dares to touch it.

Typical cases

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