Financial Analysis and Automations

Advanced Financial Analytics

Transform your financial data into actionable strategies. Our expert consultants leverage robust Excel models to optimise cash flow, improve forecasting, and drive informed business decisions.

Free Initial Consultation

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.

Financial Analysis

Transform your financial processes with expert modeling and analytics, empowering you to make data-driven decisions and drive business growth.

Budgeting & Forecasting
Profitability Analysis
Business Valuation
Performance Tracking

Business Optimisation

Elevate your business operations with tailored solutions that streamline processes and enhance your team's capabilities.

Business Process Automation
Advanced Excel Training
Data Analysis
Spreadsheet Optimization

Data-Driven Insights

Harness the power of your data to uncover hidden opportunities and drive strategic decision-making across your organisation.

Dashboard Visualisation
Statistical Analysis
Machine Learning (AI)
Big Data Pipelines

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.

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