2D Canada builds financial models, forecasts and reporting workbooks that do the repeat work for you. Change one input and the whole model rolls forward, with built-in checks that catch mistakes before anyone else does.
And everyone worries about what happens when they are away.
Last month's file is copied, pasted over and fixed by hand.
Quarterly statements, returns and fees that have to be right every time.
Walk through how the numbers are used today and where time goes.
Design the workbook around your process, with inputs, checks and outputs kept apart.
Test it with your real data and train your team to run it on their own.
For several private mortgage and real estate funds, 2D Canada built the quarterly workbooks that calculate each investor's share, interest, distributions and fees, and produce a statement for every investor. The largest holds 25 investments and reports to 12 investors. Changing one cell rolls the model to the next quarter.
Yes. Many projects start with an existing workbook that has become slow or hard to trust. It can be cleaned up, simplified and given proper checks.
That is the goal of every build. Inputs are clearly marked, the logic is kept simple, and your team is shown how to run and update it.
Only where they genuinely save time. Many automations work better with formulas and Power Query, which are easier for others to follow.
Yes. Workbooks can be set up as a clean data source for Power BI dashboards.
Tell 2D Canada what is slowing your finance team down. You'll get a straight answer on where to start.