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Financial modelling in Excel & Spreadsheet consulting
for Finance departments

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Finance Directors, Financial Controllers and Analysts spend on average over 550 hours every year working with Excel. The accuracy of financial data recorded and analysed in spreadsheets has implications on decision making by the executives. Also, financial forecasts have a crucial impact on business planning and the speed of Finance function determines company's ability to adapt and function. 

How an Excel Expert can benefit your Head of Finance and the team?

Our team has Excel Modellers & Developers specialised in the development and transformation of Finance domains in companies of all sizes. We are able to evaluate the bulk of operations that stretch beyond spreadsheets and include the process and performance improvement. Our clients especially treasure:

  • Elimination of time-consuming, mundane procedures that distract and lead to burn-out of Financial Controllers and high junior employee rotation 

  • Forecasting & budgeting processes optimisation with precisely-documented processes and clockwork spreadsheets that automatically execute up to 97% of manual work

  • Improved reporting satisfaction with clean, uncluttered and purposeful dashboards & visualisations

  • Predictable, error-free procedures aided with VBA macros and screen recordings, allowing for quick delegation when your colleague gets ill or leaves the company

  • Enhanced cross-departmental cooperation facilitated by file version control, access restriction, automated file editing logs, robust error prevention systems, colour coding, diagnostic messages & other enhancements

What our Excel Experts specialised in Finance can develop? 

During initial Excel consultation or workshop, our spreadsheet consultant will advise you on what types of tools and systems in Excel we can develop for you or enhance with VBA macros.    

  • Excel templates
    Templates keep it neat. Many businesses use them intuitively, using the previous month's report or recently used files to create another instance. We help you advance with thoughtful, automated and documented templates so you can save time and scale up your repeatable work.
  • Spreadsheet models & optimisation
    Rendering, simulating and investigating scenarios is crucial in business. We enable that with bespoke models that deploy statistics, econometrics, microeconomics and business insights. We delivered a wealth of Excel models for teams in various industries. Most common modelling challenges regard budgeting & forecasting systems for finance. Also, banks, investment firms, consultancies & logistics businesses use models heavily to valuate their investments models (property, stock, derivatives) and optimise resources.
  • Reporting with Excel & VBA
    Most businesses base their decisions on reports yet the methodology of their generation is often outdated. Let's develop & automate your reporting. We will find the optimal scope, design, create and implement reporting packages. In turn, your managers, clients & other stakeholders will be able to leverage meaningful insights to make accurate and timely decisions. We can help you with financial reporting, spending, business insights, KPI tracking and more. You may monitor sales or recruitment performance metrics, cost & spending or manage workloads and time tracking data. All of that inside bespoke spreadsheets or Power BI. You can enjoy repetitive reporting processes being automated with Visual Basic (including production, export and sending by email). You can create structured reports with a few button clicks.
  • Dashboards & visualisation
    We design and create clear graphical representations of your most complex business scenarios with Excel, Power BI, Google Data Studio & PowerPoint. Together with you, our Excel Specialists will choose the most meaningful graphs and charts so you can have all the data insights at your fingertips. You will quickly spot actionable areas and draw accurate conclusions or test different scenarios.
  • Tracker Spreadsheets
    Excel is a popular tool for capturing data and information. If you are tracking your projects, and performance, it’s crucial to ensure data quality and comparison potential early on to not waste time later. We develop bullet-proof trackers and advise on data structuring and processing.
  • Excel Generators with VBA
    Spreadsheets are useful to create custom documents and presentations, especially when containing insights. Invoices, consulting presentations and investment summaries can all be produced at scale with a macro-driven Excel template. Just choose the data source, and parameters and click a button to generate 1, 2 or 200 reports in seconds.
  • Calculators in Workbooks
    Excel is often used as a multifunctional calculator. Sales agents can quickly produce complex quotes using it. Finance, investment and insurance professionals can deploy it to calculate returns, premiums or payback periods to just name a few use cases.
  • Excel-based databases
    Spreadsheets still beat many custom databases used in logistics, e-commerce or by sales and marketing executives. Having all your products or stock components you can easily update and modify them. We can help you customise files to integrate databases with accounting, finance or invoicing systems.
  • Spreadsheet file systems
    A cascade of files can be hard to manage, especially if the links between them are not controlled. We can simplify and repair them without sacrificing any useful functionalities.

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See also invoice, receipt & quote generators

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