Discover New Insights
Make better data driven decisions across your organization

We optimize Microsoft Excel spreadsheets to give you the insight you need. Get access to the world’s best Microsoft Excel specialists on demand for small and large jobs.

A solution for every need

Whether you’re a marketer trying to understand channel ROI, or an Accountant looking to increase profitability, Excel Business Insights has the expertise to get you on your way.
We optimize Microsoft Excel spreadsheets to give you the insight you need. 

Finance Solutions

Get the answers you need about your financial performance. Uncover unexpected insights and make strategic decisions to increase probability. We have multidisciplinary Accountants with multiple years of industry experience on hand to assist you. We offer a wide range of solutions including: 

Financial Planning and Analysis 

Good data doesn’t just allow you to plan for the future, it allows you to achieve your financial goals.

  • Identify trends and project revenue, cost of sales, and operating expenditure.
  • Assist with annual and quarterly forecasting.
  • Project Planning and Control

Revenue Analysis

Deliver a consolidated view of your revenue by product and location.

  • Revenue Recognition and analysis by revenue source
  • Accounts receivables Analysis

Operating Expenditure

Transform cost data into visible cost-reduction opportunities.

  • Analyse costs by cost centre
  • Accounts Payable Analysis
  • Broker Commissions

Management Accounting

Streamline the production of your month end management accounts. Improve your company liquidity so that you are always able to fulfill your short-term obligations.

  • Prepare monthly consolidated and regional financial analysis by assembling, analysing and summarising data.
  • Cash flow forecasting
  • Cash Accounting

KPI Reporting

Track and achieve your key business objectives. 

  • Sales, Marketing, Finance and Custom Service
  • Operations, IT and Human Resources.
  • Balanced Scorecard

Financial Close and Regulatory Reporting

Close your accounts faster 

  • Income Statement
  • Balance Sheet
  • Cash flow Statement
  • VAT (Tax Return)

Sales Solutions

Crush sales targets by doing more with your data. We put your sales pipeline under a magnifying glass and provide you with the insight you need to generate future revenue. Get a universal view of your sales performance now. We offer a wide range of solutions including: 

Better Forcast Sales

  • Get employee Win Rates
  • Forecast future sales revenue based on historical activity

Get Pipeline insights

  • Close more deals by identifying opportunities and sales representatives that need your attention
  • Identify and allocate resources to high value opportunities.
  • Identify the most successful and unsuccessful sales channels.

Sell more

  • Opportunity Analysis – Find top performing opportunities by stage and value.
  • Customer Analysis – Discover customer trends from historical sales, by location and product.
  • Sales Agent analysis – Rank sales agents and teams by performance. Provide coaching to low performing sales agents.

Marketing Solutions

Boost your ROI by becoming a data driven marketer. Now you can make data driven decisions by analysing your marketing campaigns and allocating the required resources to the right marketing channels. We offer a wide range of solutions including: 

Lead Generation Analysis

  • Identify top performing campaigns that convert leads to opportunities.
  • Identify new leads by source.
  • Identify current trajectory to lead generation goals.

Improve Conversion Rate 

  • Identify problem areas in your lead qualification process.
  • Identify conversion rate by each segment.
  • Find untouched leads and get the ball rolling again.

Improve Sales

  • Identify best selling leads by source.
  • Track money spent on each campaign to revenue.
  • Identify low performing campaigns and allocate resources to top performing campaigns.
  • Segment your customers and find the most valuable customer to up sell and cross sell to.

How you Benefit

Never lift a finger again. We handle small and large tasks, so you don’t have to.

Free up time and money

Never perform the same task twice.We can help with repetitive tasks.

Optimize your spreadsheets

Do much more with your spreadsheets. We are familiar with 250+ formulas/functions.

Reduce Human Error

Ensure spreadsheets are error free, and management information is correct.

Get Excel power users on your team

Never lift a finger. So you can focus on what really matters.

Discover Insights & Drive Innovation

Make data-informed decisions by extracting more useful insight from your existing data.

Get World-Class Support 24/7

Because problems happen at the worst possible time. We are always here to help.

What we do for you

We can help with small and large tasks to help you improve your spreadsheets.
We offer a wide range of services including: 

Formulas & Automation

Use Formulas to Perform Common Tasks and Calculations

  • Lookup Formulas
  • Conditional Math Functions
  • Logic Functions
  • Arithmetic Functions
  • Text Functions
  • Date Functions
  • Data Mapping Functions
  • Auditing Formulas
  • Absolute and Relative Cell References

Learn more about Formulas & Automation >>

Data Cleansing & Data Analysis

Get the insight you need into your data to be able to make actionable business decisions.

  • Data Cleansing
  • Data Reconciliation
  • Optimizing Data and Data Set
  • Sorting and Filters
  • Data Validation
  • Conditional Formatting Rules
  • Consolidate data from multiple worksheets

Learn more about Data Cleansing & Data Analysis >>

Interactive Reports & Dashboards

Get 360 degree visibility regarding all aspects of your business. 

  • Creating Pivot Tables
  • Analyse
  • Calculations
  • Extract Data from a Pivot Table
  • Managing Pivot Tables
  • Charts and Pivot Charts

Learn more about Interactive Reports & Dashboards >>

How it works

Upon request we can help improve your spreadsheets.
Here’s how it works in three simple steps:

Submit your task via our help desk

We work our Microsoft Excel magic

You plan your free time

Resolve my Business Data problems Now

Simple & Flexible Pricing Plans


Our Microsoft Excel power users are available 24/7 to fix small and large tasks.

Get started from $69 for a one off job. Or choose from our flexible monthly plans. 


Turn Data into Actionable Insights

Customer Success Stories

Our customers love us, because we help customers do more with their spreadsheets.

I had a one-off small problem with a formula that I couldn’t get my head around. Luckily I contacted Excel Business Insights otherwise I would have had to have made changes to thousands of records manually. Two thumbs up for a job well done.

Michael Adams – Finance Analyst

My team have now saved hundreds of hours. Having implemented controls and automation around our data we are no longer doing things manually and are no longer prone to human error. I don’t regard Excel Business Insights as an expense but as a vital business partner.

Kelly Watson - Sales and Marketing Manager

We save and will continue to save 10 hours a week, as a result of a one-off one day training session. I am impressed with Excel Business Insights ability to grasp an understanding of our problem. There recommendations were spot on. We are now Vlookup and Pivot Table experts.

David Brown – Head of Custom Acquisitions

Excel Business Insights in-depth knowledge of Formulas and Automation allowed us to successfully deploy a Self-billing module. They provided us with a rapid turn around. I have a few other projects in the pipeline, I cannot wait to work with Excel Business Insights again.

Samantha Anderson – Financial Controller