About

Hi, I’m Karl. I work in finance, and I’m teaching myself to automate the repetitive parts of the job with Power Automate, Microsoft 365 and Excel.

I’m not a professional developer. I’m a finance person who got tired of chasing emails and rebuilding the same spreadsheets every week. So I started building flows to do it for me, and it turns out I really enjoy it.

Why KarlPilot?

Microsoft has Copilot. I’m Karl, and I’m learning to put the boring bits of finance work on autopilot. This site is where I share what I build as I go: real projects, the numbers behind them, and the mistakes I made along the way.

What you’ll find here

  • Power Automate walkthroughs of real flows, step by step
  • Excel tools for finance, such as reconciliations, cash flow forecasts and budgets
  • Honest results: how much time each project saved, and how I measured it

If your team runs a weekly process on emails, chasers and spreadsheets, I’d love to hear about it. Get in touch.