DRAWN Ai
Replacing Spreadsheets

When to replace spreadsheets with custom software, and when to leave them alone

Rosters, stock, job costing, quoting, compliance registers. Some spreadsheets should stay spreadsheets. Here is how to tell which yours is.

Overview

Almost every Australian business has one. A spreadsheet that started as a quick way to track something and is now, without anyone deciding it, the system the business depends on. The roster. The stock file. The job costing model. The quoting calculator with the pricing rules built into it. The compliance register that tells you whose induction expires next month.

The decision to replace spreadsheets with custom software in Australia is usually made too late — after a version conflict costs a day of work, or after a formula has been quietly wrong for a quarter. It is a better decision to make deliberately, while the spreadsheet still works.

Be clear about the other half of this. Plenty of spreadsheets should stay spreadsheets — a spreadsheet is the fastest modelling tool most businesses have. If one person uses a file to think, to model a scenario or test a price change, leave it alone. Building software around exploratory work makes it slower and worse. The same goes for anything used a handful of times a year, or where the point is that you can restructure it on the spot. The spreadsheets worth replacing are the ones several people depend on, that run on a schedule, and that other work is queued behind.

We are Drawn AI, an Australian business started in 2024 by Liam and Jacob — one from retail operations management, one from mining operations. Both of us have been the person maintaining the file everyone else relies on. We build replacements that connect to what you already run: Xero, MYOB, Shopify, Cin7, Deputy, SimPRO, Employment Hero, SQL Server.

Capabilities

What we build

A proper roster and shift system

Rostering with award-relevant rules, availability, shift swaps and a mobile view for staff, feeding approved hours into payroll rather than into a second spreadsheet someone retypes each fortnight. This is common in multi-site retail.

Stock and stocktake tracking

Live stock levels across sites, transfers, adjustments and stocktake counts done on a phone in the aisle, reconciled against your POS or inventory system rather than against a file emailed on Friday.

Job costing that updates while the job runs

Labour, materials, purchase orders and variations tied to a job number, with committed cost visible before the invoices arrive. On construction and trades work, this is where multi-tab costing workbooks most often fall over.

Quoting with the pricing rules built in

Customer-specific pricing, margin floors, approval thresholds and version history — so a quote cannot be sent below margin because someone copied last month's tab and missed a cell.

Compliance and expiry registers

Inductions, licences, insurances, permits, SWMS and plant certificates, with reminders before expiry and a record of every change. Registers are the strongest case for moving off a spreadsheet, which cannot prove who changed what.

Reporting on top of the new data

Once the data is structured, dashboards and reporting become straightforward. Most reporting pain is really a data-structure problem.

Signs this is worth looking at

  • Two people have the file open and someone is about to lose an hour of work — or already has, and nobody is sure which version survived.
  • One person understands how it works. When they are on leave, changes wait; when they leave the business, the knowledge goes with them.
  • A formula broke, or a range stopped extending when rows were added, and the number was wrong for weeks before anyone noticed.
  • You cannot answer "who changed this, and when?" There is no audit trail, which is a problem in front of an auditor, an insurer or a principal contractor.
  • Everyone who can open the file can see everything in it — pay rates, margins, supplier terms — because access control at the file level is all you have.
  • The people who need it most are in a store, on a site or in a vehicle, and the file is unusable on a phone.
  • The macros stop working after an Office update, the file only opens properly on one machine, or it now takes 40 seconds to load.
How It Works

How we approach it

1

Discover

We look at the actual file, not a description of it. The logic that matters is usually buried in three columns and one person's habits, and has to be understood before anything is rebuilt.

2

Map

We separate what the spreadsheet does from what it should do. Files that have grown over years carry rules nobody needs any more, and mapping the process properly keeps you from paying to rebuild those.

3

Build and run in parallel

We build the replacement and run it alongside the spreadsheet for a period, with the same data going into both. Nothing gets switched off while it is still unproven. You find the differences before you rely on the new one.

4

Migrate the data

We extract the history, clean it and load it — including the parts of a spreadsheet that fight back: merged cells, dates stored as text, blank rows carrying meaning, four spellings of the same supplier name.

5

Cut over and optimise

Switch when the parallel run says it is safe, usually at a natural boundary like the start of a pay cycle, month or stocktake. Then we refine it, often adding automation to the steps still done by hand.

Questions

Frequently asked questions

Three tests. Do several people need it at once? Does other work stop when one person is away? Would you be comfortable showing its history to an auditor or insurer? If the answer to any of those is no, the spreadsheet is doing a job it was not built for. If all three are fine, keep it.

Drawn AI works on a monthly subscription — minimum three months, billed monthly, 30 days' notice to cancel — rather than a fixed project price or an hourly rate. The figure depends on how much the spreadsheet does and what it needs to connect to. We give you a monthly number before you commit.

No. We build the replacement alongside the existing file and run both for a period with the same data going into each. You cut over at a natural boundary — end of a pay cycle, month or stocktake — once the parallel run shows the two agree. The original file stays as a reference.

It comes with you. We extract, clean and load the historical data, and we tell you plainly what is recoverable and what is not — old rows with missing fields, inconsistent naming, deleted tabs. Getting clean history in is often the most valuable part of the work, because it is what makes reporting worth anything.

Sometimes, and if a product fits we will say so. Configurable tools work well when your process resembles the one they were designed around. They get expensive and fragile when it does not, and you can end up rebuilding the same workarounds you had in the spreadsheet. That is the point at which custom software built for your process pays.

Yes. We are based in Melbourne, Victoria and Queensland, and work Australia-wide, remotely. Spreadsheet replacement work is well suited to it — the file, the data and the review sessions all travel. Send the file and a short description to outreach@drawnai.app and we will tell you what we would do with it.

Want to talk it through before committing to anything?

A first conversation costs nothing and usually ends with a clearer idea of what is worth building — sometimes that answer is “not yet”, and we will say so.

  • No obligation and no sales sequence
  • Built around your existing systems
  • Australian-based, Australian-hosted data
  • 3-month minimum, then 30 days’ notice
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