Tudor Banea, CPA · Ottawa · working worldwide

Finance that runs itself. Almost.

I help businesses earning $100K to $10M a year bring AI into their finance work, from the first experiment to full automation, built on Excel and Power BI that your team already knows.

Book a call See the AI path
15+years automating finance
30+ → 10days to close the month
CPAprofessional accountant
Built withMicrosoft ExcelVBAPower BIPower QueryClaude and other AI toolsERP and accounting systemsVena
01

Explore

First steps

We look at where your team spends its hours and find the jobs AI can safely take on first.

02

Try it

Quick wins

Your team starts using AI tools on real tasks, with simple guides and clear rules about your data.

03

Connect

Joined-up systems

Excel, Power BI, your accounting system and AI tools linked together, so numbers flow without retyping.

04

Automate

Full automation

Reports, reconciliations and routine checks that run on their own, with people reviewing instead of building.

What I do

One partner for your whole finance function.

Bring me in for one piece or for the whole picture. Every project ends with your team able to run it on their own.

AI and automation

AI for finance teams

Practical AI set up around how your business actually works: drafting reports, checking data, answering questions about your numbers, and taking routine work off your team's plate.

Excel

Models and automated workbooks

Financial models, forecasts and investor tools that update themselves and are easy to check.

Power BI

Dashboards and reporting

Live dashboards connected to Excel and your systems, so leaders see today's numbers, not last month's.

Month-end

Faster month-end close

Fewer manual steps, clear ownership and automated checks, so the books close in days, not weeks.

Bids and proposals

Winning financial proposals

Budgets and financial sections for government and donor-funded contracts and RFPs.

Google ↔ Microsoft

Moving between Google and Microsoft

Switching from Google Workspace to Microsoft 365, or the other way? I plan and support the move for your finance files, spreadsheets, reports and shared drives, so nothing breaks, nothing is lost, and your team keeps working.

Leadership

Finance team set-up

Roles, processes and systems that turn separate pieces into one team working as one, alongside AI.

Faster month-end close
30+ → 10

days to close the books each month

Close the month in a third of the time.

I have taken a month-end close from more than 30 days down to 10. The approach works for a team of two or a team of twenty.

  • Map every step and remove the ones that add nothing.
  • Automate the repeat work in Excel, Power BI and AI tools.
  • Give every task an owner and a deadline everyone can see.
  • Build checks in so errors show up early, not at the end.
Fund performance dashboard in Excel, with names and amounts hidden
Fund dashboard. Names and amounts hidden.
Quarterly investor summary in Excel, with names and amounts hidden
Quarterly summary that feeds each investor statement.
Private fundsInvestor reportingExcel · automation

Investor reporting systems for private mortgage and real estate funds

For several private funds, I built the workbooks that run every quarter: each investor's share of the fund, interest, distributions and management fees, returns for each investor and for the fund, and a finished statement for every investor. The largest holds 25 investments and reports to 12 investors.

Changing one cell rolls the whole model to the next quarter and turns forecasts into actuals, with built-in checks against the accounting records and a manager sign-off before anything goes out.

  • Up to 25 investments
  • A statement for every investor
  • Investor and fund returns
  • Fees and distributions calculated
  • Reconciled to the books
Bookkeeping workbook home screen with a fictional demo company
Home screen. Demo company, fictional figures.
Monthly income statement in the bookkeeping workbook, demo figures
Income statement by month, built from the ledger.
Small businessBookkeepingExcel

A complete bookkeeping system in one Excel workbook

Sales, purchases, banking, HST, fixed assets, year-end and every report a small corporation needs, in one workbook that builds its own ledger. It lets a business drop paid bookkeeping software and still hand clean books to its accountant.

  • 20 connected tabs
  • Monthly income statement
  • HST return lines 101 to 109
  • Bank reconciliation
  • Year-end checklist

Get it free →

Operations command centre dashboard for a retail chain, on simulated data
Self-built demo on simulated data.
Retail and logisticsOperations dashboardSelf-built demo

An operations command centre for a multi-shop retail chain

Paste one day's transaction log and every tab updates: profit per shop, stock cover, deliveries, pricing against the local market, and a plain-English list of what to fix first. It runs on simulated data, and shows the kind of dashboard I build for operating businesses.

  • One paste to update
  • Profit per shop, per day
  • Stock and delivery alerts
  • Plain-English insights
International consultingMonth-end closeProcess · leadership

Month-end close cut from 30+ days to 10

Several finance groups each closed their part of the books in their own way. I brought them onto one process, one timeline and shared tools, so the whole department now closes together in 10 days.

  • 30+ days to 10
  • One shared process
  • Automated checks
Government and donor fundingBids and RFPsBudgets · pricing

Financial proposals for federal government and international donor contracts

I have prepared the financial side of bids for federal government and international aid donors: budgets, pricing and the compliance rules that come with public money. That work has helped win contracts.

  • Federal government
  • International aid donors
  • RFP responses
  • Winning bids
Free download

Full bookkeeping in Excel. Free.

The same bookkeeping workbook I use for small corporations. Enter your email and I'll send it to you personally.

What's inside

  • Sales and invoices, with a list of who owes you and how late
  • Purchases and receipts, from the bank, a card or an owner
  • Bank and credit card reconciliation, month by month
  • HST return, lines 101 to 109, ready to file
  • Income statement, balance sheet and trial balance
  • Fixed assets, shareholder loans and a year-end checklist
  • Automatic checks that flag mistakes before your accountant does

Custom modules, built for your business

  • Multi-currency
  • QuickBooks mapping
  • Payroll
  • Timekeeping
  • Accounts payable and receivable
  • Advanced bank reconciliation
  • And more

I send each copy personally, usually within one business day. Set up for Canadian corporations (Ontario HST by default). Works in Microsoft Excel. Your email is never shared.

Home screen of the free bookkeeping workbook, with a demo company
Tudor Banea, CPA
About me

Hi, I'm Tudor Banea, CPA.

For more than 15 years I've been automating finance work with Excel, Power BI and, more recently, AI. I've built investor reporting for funds, prepared winning bids for federal government and international donor contracts, and led finance teams through big changes.

What I do best is bring many parts together into one whole. Finance teams often have good people working in separate silos, with their own files and their own ways of doing things. I connect the people, the processes and the systems so the whole department works in step.

I'm based in Ottawa and work with clients across Canada and around the world.

Many parts, one whole

All your finance staff, working as one, alongside AI.

Good people in separate silos, each with their own files and habits, slow everyone down. I bring people, process, systems and AI together so the whole department moves as one.

People

Clear roles and a team that pulls in the same direction.

Process

One way of working, written down and easy to follow.

Systems

Excel, Power BI and your accounting tools, talking to each other.

AI

A tireless helper on every team, doing the repeat work.

What clients say

In their words.

“Tudor helped us rebuild the reporting behind our funds. He brought our fund models into one consistent structure, with management fees at the centre of the workflow, and built a cash reporting tool and a KPI tracker for our team. He listens to how we actually work and shapes the tools around that, not the other way around. He explains his work clearly, keeps us updated, and is always available for adjustments. For any firm that needs numbers it can trust every quarter, Tudor is the person to call.”
Michael Marianer
General Partner, Gimlet
“I’ve known Tudor for many years, first when he worked with me early in his career, and since then as a client and a close friend. Over that time I’ve watched him build lasting relationships with his clients, who keep coming back to him because he delivers. He combines solid accounting knowledge with real skill in Excel, reporting and automation, and he takes the time to understand how each business actually works. His clients stay with him for years, and that says everything you need to know.”
Richard Nathaniel, CPA
Partner, International Tax, MNP
“I’ve worked with Tudor on several projects, from course design to building the Excel tools behind my university courses. He turned my grading spreadsheets into clean, reusable templates that I can roll forward each term by simply swapping in new student information, and he caught gaps I had missed along the way. He understands both the finance and the people using his tools, and he makes complex work simple. Whenever a spreadsheet really has to work, he’s my first call.”
Ajay M. Pangarkar, CTDP, FCPA, FCMA
CEO and Partner, CentralKnowledge.com
Get in touch

Let's find your first step.

Book a call, or send a message and tell me what is slowing your finance team down.

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