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.
built
experience
retention
Excel solutions for modern businesses
From Excel models to automated workflows, we build the financial tools your business actually runs on.
Financial Analysis
Transform your financial processes with expert modelling and analytics, empowering you to make data-driven decisions and drive business growth.
- Budgeting & Forecasting
- Profitability Analysis
- Business Valuation
- Performance Tracking
Business Optimisation
Eliminate manual work between your systems. We design and build automation workflows using n8n, AI agents, and your existing tools so your team stops moving data and starts making decisions.
- VBA & n8n Automation
- AI Agent Implementation
- Excel & Spreadsheet Optimisation
- Custom Tool Development
Data-Driven Insights
Your data already contains the answers. We surface them then automate what happens next. From live dashboards to AI-assisted reporting, we turn raw data into decisions your business can act on immediately.
- Dashboard Visualisation
- Statistical Analysis
- AI-Assisted Reporting
- 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 — from cash flow models to P&L dashboards — so you actually know where the business stands, not where you guess it is.
18 hours/week back in your calendar
Median time recovered by removing manual data entry, report generation, and email follow-ups. Less time in spreadsheets, more time running the business.
5-figure average first-year ROI
Measured across model accuracy improvements, automation savings, and fewer financial close cycles. Every engagement tracked against tangible numbers.
Models that actually forecast, not guess
From three-statement models to sensitivity analysis — built with real data, reviewed quarterly, and connected to live business inputs so your forecasts aren't static.
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
