Advanced Financial Analytics
We build financial models, automate business processes, design data dashboards, and uncover the insights in your data — so you can run your business with clarity and confidence.
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Excel solutions for modern businesses
From financial models to automated workflows to data dashboards — we build the tools your business actually runs on.
Financial Modelling
Integrated financial models that connect your P&L, balance sheet, and cash flow. We build management reporting, profitability analysis, budgeting and forecasting, and 3-way financial models that reveal how every assumption flows through to your bottom line.
Business Automation
Make your business processes run faster with less manual effort. We design automated workflows from VBA macros to n8n pipelines to AI agents so your team stops moving data between systems and focuses on higher-value work.
Data Analytics
Turn operational data into business insights you can act on. We build dashboards, KPI trackers, and statistical models that surface the signals in your numbers so you can make data-driven decisions with confidence.
Excel handles most.
Code handles the rest.
Excel is still the best place to model your business. But not every problem is an Excel problem. When your data lives in three systems, your reports take two days to compile, or your team is copy-pasting between 12 spreadsheets - that is where custom code, APIs, and AI agents unlock time that Excel alone cannot.
Budgeting, forecasting, dashboards, valuations, and reconciliation. Excel is the right tool for most financial work.
API integrations, AI agents, and web apps. For jobs where the highest ROI comes from building something new.
Workflow automation
Automated pipelines that connect your apps and eliminate manual data moves
AI agents
Claude and GPT-powered agents for document processing, triage, and reporting
API integrations
Connect Xero, MYOB, Shopify, CRMs, and banks into a single data layer
Custom tools
Internal dashboards and web apps for what off-the-shelf software cannot do
Industries we serve
E-commerce
Optimise inventory management, revenue tracking, and sales forecasting with advanced Excel solutions. Automate reorder alerts, reconciliation, and reporting with connected workflows.
Real Estate
Streamline property valuation, cash flow forecasting, and investment analysis with our Excel expertise.
Banking & Finance
Enhance serviceability, debt management, and loan analysis with our calculators and advanced Excel solutions.
Professional Services
Optimise financial management, project budgeting, and resource allocation with precision Excel tools. Automate client billing reports, timesheet consolidation, and pipeline tracking.
Manufacturing
Optimise production costs, inventory control, and supply chain efficiency with tailored Excel models. Automate production cost variance reports and inventory threshold alerts.
Construction
Streamline job costing, subcontractor management, and project cash flow forecasting with purpose-built Excel models. Automate progress claims, variations, and reconciliation across multiple sites.
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
Get a quote.
Best solutions & quick turnaround.
Phone
0415 777 620Service Area
Australia-wide — remote
We aim to respond within 24 hours on business days. Existing clients please call or email directly.