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My apologies for the length of the post. I am hoping for advice on the questions at the end.

I work for a service provider that manages ICT shared services for about 60 different entities.
Each entity has a unique suite of services. My team is responsible for the monthly invoicing of the entities. The monthly process for charging each of the vendor services in summary is: (using mobile phones as an example)
Rename the previous month's Excel service chargeback template to this month.
Download the mobile phone charges CSV from the mobile service vendor's portal.
Download the Employee Establishment Report that details the active employees of the 60 entities.
Add this month's CSV and Active Employee data to the Monthly Excel template.
The Monthly Excel template has a Summary and Detail tab with 60 entities under 12 overarching Portfolios.
The template maps the individual user charges to one of the 60 entities on the Detail tab with the totals for the entities and Portfolios on the Summary tab.
Next step is to group the Summary and Detail tabs - choose Move or Copy, copy to (new book) break links and name it 'Mobile Phone 202405 - All' .
We copy the file 12 times, manually filter and delete all references to other Portfolios and save the file under the Portfolio name. Rinse & repeat for all 12 Portfolios.
We have a SharePoint setup that has a folder for each Portfolio, with subfolders for each service provider. We place a copy of each 'Mobile Phone 202405 - Portfolio Number 1 of 12' into the Mobile Phone folder for each Portfolio.
Previously we have been providing the Summary and Detail for the 12 Portfolios. For the coming financial year they want us to create a separate file for each of the 60 entities and place them in the vendor subfolders of each entity.
We have around 20 Monthly Excel template processes.
We have two people to do this and the number of separate mouse clicks and movements will end in occupational injuries.

Questions

I am hoping for a brief summary solution and some links to tutorials

How could I automate the process of creating the 60 separate entity files? And 2) how can I automate the pushing of each of the entity files to the monthly folders?

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