Excel Solutions for Modern Businesses

Unlock your financial potential with our expert Excel-based solutions. We deliver cutting-edge financial modeling, advanced data analytics, and strategic insights using the familiar Microsoft 365 suite. Transform your spreadsheets into powerful decision-making tools and streamline your financial processes.

Industry Experience

From construction sites to e-commerce stores, primary schools to financial institutions, our financial acumen spans the breadth of Australia's economic landscape. Our diverse skills and experience ensure that whatever your industry, our insights will be relevant, targeted, and transformative.

E-commerce

Optimise inventory management, revenue tracking, and sales forecasting with advanced Excel solutions.

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Real Estate

Streamline property valuation, cash flow forecasting, and investment analysis with our Excel expertise.

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Banking & Finance

Enhance loan calculators, serviceability, and debt management with our advanced Excel solutions.

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Professional Services

Optimise financial management, project budgeting, and resource allocation with precision Excel tools.

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Manufacturing

Optimise production costs, inventory control, and supply chain efficiency with tailored Excel models.

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With ExcelWiz, We Create Long-Term Value

True financial success goes beyond numbers—it's about empowering your business to thrive in an ever-changing world. With decades of collective experience, our expertise delivers more than just financial advice. We're your partners in building a robust, agile, and prosperous business.

Growth

Our strategic financial guidance doesn't just boost numbers—it fuels lasting business growth. We help you build a robust financial foundation that supports your long-term vision, enabling sustainable expansion and market leadership.

Efficiency

We believe efficiency is the cornerstone of profitability. Our tailored financial strategies and process improvements help streamline your operations, reduce unnecessary costs, and boost your bottom line, allowing you to do more with less.

Insights

Knowledge is power in business. We equip you with crystal-clear financial insights, transforming complex data into understandable, actionable information. This empowers you to make confident decisions that steer your business towards success.

Resilience

In today's dynamic business environment, we help you build financial resilience. Our forward-thinking approaches prepare your business to weather economic uncertainties, adapt to market changes, and emerge stronger from challenges.

80% of Business Pain Points Solved with Excel.

The Power of Web Apps

Excel is the most commonly used spreadsheet planning tool in the world. Our custom software amplifies Excel's power, enabling seamless data storage, editing, sharing, and analysis tailored to your unique business needs. Elevate your business to the next level.

Custom SaaS Web Applications
with Advanced API Integrations

Maximise your business potential with custom SaaS web applications that seamlessly integrate traditional systems and AI technology. Our solutions connect with essential cloud and on-premise systems, ensuring smooth data flow and functionality. By integrating cutting-edge language models like Claude and ChatGPT, alongside robust APIs, we deliver intelligent, adaptive, and responsive interfaces. Streamline processes, enhance user experience, and achieve new efficiency heights with our scalable, tailored solutions. Focus on innovation while we manage the complexities of integration.

Case Study

What Our Clients Have to Say

"Kate and James helped me present a number of data sets in excel with diagrams. The work was excellent - alongside all communication and this was completed with little time to spare in my deadlines. If you are considering others - don't. Choose Kate and James"

- Shaun D

"Kate has been a pleasure to deal with, very professional. My task was entered late on Friday PM and completed before I got back to work on Monday AM! The excel spreadsheets I was struggling with had their VBA macros fixed. Very happy, thanks again Kate. I will keep you in mind for future work."

- Ria B - Geologist

"Great fast efficient service would use again in future. Prompt replies and very professional."

- Jess G

"Kate was really quick and happy to do as requested. Very happy with what she provided in a very short time frame."

- Kylie B

"Really prompt and efficient and communication was second to none. James nailed the brief in one go as well!"

- Blake C - Managing Director

"Great to work with and very knowledgeable. Completed the task ahead of time with fantastic results. Would definately recommend."

- Julie C

"Great to work with. Explained everything clearly. Expert in excel, pivot tables and charts, and data analysis."

- Helen C - Operations Manager

"Extremely impressed by the quality and prompt turnaround of the work that you provided. You were able to analyse the information I sent you in a number of ways in a short period of time with 100% accuracy. Would highly recommend to anyone who needs analysis done!! Looking forward to working again in the future."

- Trent S

"Both Kate and James are professional individuals, I was not the easiest client as I was unsure what I needed. James considered what I was needling and Instead of taking me for the full funds offered came back with a proposal and completed works in a professional manner. Thanks"

- Caroline J - Business Owner

"James really easy to work with made learning easy and fun very knowledgeable would ask him to help again."

- Sue E - Government

"Amasing attention to detail! Turned the job around faster than anticipated. I highly recommend Kate for any task she bids for."

- Ben M - Business Owner

"Great to work with, fast turn around and they have a very extensive understanding of excel and how to build financial models. Accommodated changes and fixed errors with out issue. Also provide sound advice on how to track items for accounting reporting purposes. Look forward to a continued relationship."

- Tim G - Business Owner

"Service and quality were outstanding. Fast, accurate and exactly what I needed. Highly recommend!"

- Venessa P

"Highly recommend!! Kate was extremely helpful and very attentive throughout the whole task. Would definitely use again."

- Gus G

"Absolutely fantastic. I think Kate is the real superwoman, I don't think there is anything she can't do! Thank you so much Kate"

- Ben C

"Wow! Talk about a quick turn around! Kate is highly professional and has a good level of communication. The results speak for themselves and the task I had for her was done very well."

- Dima P

"I couldn't rate Kate highly enough if you need assistance with excel and data analysis. Not only did Kate assist me with this, she was able to explain my errors and help me understand how to not recreate these. I will definitely use Kate again!!!"

- Kathryn G

"Kate was easy to communicate with and made the task communication a great experience and hit the brief and target time! A definite wizard with Excel."

- Aaron F

"Kate worked extremely hard to get this model looking fine for some demanding investor presentations. 100% recommend and will use her for more work in the near future."

- Simon M

"A very helpful, highly experienced finance officer/advisor. I'm a small start up and will use her again. the turn around time was really quick, asked great questions! I'm not a numbers guy so made me feel in control and not stupid. i encourage anyone to give her a go!"

- Samuel V

"Kate was excellent to deal with. Professional and answered all my enquiries on the task timely and within the scheduled timeframe. The task was delivered ontime and although my request needed expanding Kate was able to go above and beyond in delivering the task and more. Will be keeping in touch for ongoing jobs in the future"

- Kate B

"Fantastic job done. I had a messy Excel task, but James and Kate got it done and quickly too. Thank you!"

- Amber J

"Highly recommended commercial finance skills. Appreciated the analytic and business problem solving contribution."

- Priscilla A - Entrepreneur

"Great modelling. Great communicator. Very happy with outcome. Will use again."

- Corrie W - Director

"Excellent service and appreciated the work!! Thank you Recommend to anyone with and Excel issue needing being solved"

- Peter L

"Super efficient and very helpful with follow up questions. Thanks for helping me out with something I find very challenging!"

- Vicki L

Join Hundreds of Businesses and Individuals Leveraging Our Complete Data Solutions

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