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Joel Evert
Finance and accounting automations · Copenhagen & Køge

AI moved the line on what can be automated in finance. Most of the new ground is sitting in your Excel files.

I find the repetitive parts of your close, reconciliations, and reporting that can now run on their own, build them on the tools you already use, and hand them back documented. Bring the one that wastes the most time.

Have more questions? Ask my assistant.
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30
// 01 — Proof

One job, start to finish.

One reconciliation I rebuilt, from 30 hours a month to about 30 minutes. Real spend, real volumes, anonymised. The full detail on a call.

30 hours of reconciliation, down to 30 minutes

Problem Monthly travel and expense reconciliation. The data came out of an old Oracle ERP with no real export, so the accounting keys got pulled into Excel by hand and dropped into a pivot to find the travel accounts that weren't sitting at zero. Every one of those meant digging into a separate travel system with no API, checking how each trip was booked and paid. The thinking was quick. The formatting and flipping between systems took 30+ hours a month.
Build Everything from each source now lands in one Excel file, a tab per source. AI-built scripts turn it into a single self-matching database, so standard entries clear themselves and only real exceptions surface. A person still verifies those in the source system, then one click writes the booking keys, ready to post.
Result 30+ hours a month down to about 30 minutes. The judgment stayed with a person. The copying, formatting, and matching stopped being done by hand.
Evidence note Internal University of Iceland result; anonymised process notes available in conversation.
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01 PullEvery source into one Excel file, a tab each.
02 MatchScripts turn it into a self-matching database; standard entries clear themselves.
03 VerifyA person checks the real exceptions in the source system.
04 PostOne click writes the booking keys, ready for the ledger.
BANK STATEMENT
02-06 TRNS-901 -12,500.00
03-06 TRNS-902 -340.50
05-06 TRNS-903 -45,000.00
07-06 TRNS-904 -8,220.00
GENERAL LEDGER
GL-ENTRY #802 -12,500.00
GL-ENTRY #803 -340.50
GL-ENTRY #804 -45,000.00
GL-ENTRY #805 -8,220.00
// 02 — Offer

How working together goes.

Three steps, and you can stop after any of them. A free call to find the one process worth fixing, a short audit to map it, then a fixed-fee build that hands you back something that runs on its own.

First conversation

Start with the job you'd most like to never do again.

If it already lives in Excel, even better. The logic is visible, your team knows the current path, and we can test a fix without changing any system.

current workflow systems + files control risk quickest useful next step
Free discovery call
30 minutes · no fee

Look at one process, the recurring cost of leaving it as-is, and whether there is a sensible next step.

Finance workflow audit / automation roadmap
1–3 days · diagnostic

Map where the hours go, where errors start, what data is involved, and which automations are worth building first.

Automation build + handover
2–3 weeks · build

A one-time, fixed-scope build using Excel, Office Scripts, Power Automate, or Python. You get a fully automated workflow running on your own infrastructure, complete with clear exception-handling controls, documentation, and a zero-dependency handover. No platform lock-in, no recurring subscription fees.

Fixed fee per project. Most engagements fall between DKK 10,000 and 80,000, scoped up front. No meter running.

INCOMING AP
INV-2026-9041 14,250.00
INV-2026-9042 9,450.00
INV-2026-9043 11,120.00
PO RECON
PO-MATCH-8402 14,250.00
PO-MATCH-8403 9,450.00
PO-MATCH-8404 11,120.00
// 03 — Contact

One call. Bring your worst process.

Bring one process that takes too long, breaks too easily, or leans on one person. Thirty minutes, and by the end you'll know whether it's worth automating. If it isn't, I'll tell you.

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JE Advisory · Joel Evert · Køge, Denmark · 2026 · Accounting automation consultant Denmark
Joel Evert
DA
Joel's Assistant
I am Joel's assistant. Ask me about hiring Joel for a finance operations/controller role, or engaging JE Advisory to automate your processes.