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.
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Excel solutions for modern businesses
From Excel models to automated workflows, we build the financial tools your business actually runs on.
Financial Analysis
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.
- Budgeting & Forecasting
- 3-Way Financial Modelling
- Profitability Analysis
- Business Valuation
- Variance Analysis
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.
- VBA & n8n Automation
- AI Agent Workflows
- Excel & Spreadsheet Optimisation
- Custom Tool Development
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.
- Dashboard Visualisation
- KPI Dashboards
- Statistical Modelling
- Data Pipeline Architecture
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.
Measurable outcomes
Clearer financial picture in days
Cleaned and connected financial data so you actually know where the business stands, not where you guess it is. Budgets that track to actuals, cash flow models that predict real outcomes, 3-statement models, profitability analysis across products or teams, and P&L dashboards you can rely on.
18 hours/week back in your calendar
Recover time by removing manual data entry and report generation. We strip out the repetitive work: auto-generating reports from accounting exports, connecting job data to tracking sheets, pricing calculators that update themselves, and invoice workflows that don't need you to touch a cell.
Broken spreadsheets, actually fixed
No more #REF! errors, formulas that don't add up, or pricebooks with broken macros. We clean up your critical sheets: contract sum trackers, fee calculators, job costing templates, work orders, and get them working right so your numbers stay reliable as the business grows.
Reports that add up every time
No more 'which version is the right one?' We set up clean reports with numbers that tie through: P&L, budgets, forecasts, property cost analysis, valuation models. Consistent, versioned, and ready to share with your accountant, bank, or investors.
Custom Code for Business Solutions
Excel remains the most widely used business planning tool in the world, and the best automation systems are built on top of it, not instead of it. We extend your spreadsheet data into connected workflows, AI agents, and custom-built tools that automate the work that happens around your models.
AI-native apps and workflow automation
We connect and augment your existing tools — n8n pipelines, Claude-powered document workflows, and browser automation — so your team focuses on decisions, not data entry.
- n8n workflow automation: multi-step business processes automated across your apps and data sources
- AI agent integration: Claude and GPT-powered agents embedded into your approval, reporting, or operations workflows
- Automated document processing: intake, extract, classify, and route documents without manual handling
- Browser and web automation: repetitive web-based tasks handled by agents, freeing your team for higher-value work
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
