excelinbi.
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BUSINESS CLARITY. PRACTICAL IMPROVEMENT.

See what’s costing
your business.
Know where to act.

See how money moves through your business.
Understand your costs, margins and what’s driving your profit.

We connect your business systems, organise your data and build dashboards, automations and AI assistants, helping you spot margin risks, manage stock and reduce manual work.

Find where to start Explore our work ↓

A free 30-minute conversation. No technical brief needed.

xero Connected ●
cin7 Connected ●
simproConnected ●
Business overview● Live demo

THE BIG PICTURE

See the change.
Find the next move.

✳
Gross margin38.4%Up 4.2 pts vs previous period
JANFEBMARAPRMAYJUN
✧

Three service lines explain 71% of the margin improvement.

✓
Your numbers. Your next move.From the systems you already use.

ILLUSTRATIVE DASHBOARD · SAMPLE DATA

Better answers from the systems you already use

  • Xero
  • Cin7
  • Simpro
  • AroFlo
  • HubSpot
  • Salesforce
  • MYOB
  • Odoo
  • Employment Hero
  • Stripe
  • Airtable
  • Jira
  • Zendesk
  • Excel
  • Power BI
  • Looker Studio
  • Google Cloud
  • Microsoft Azure
  • Snowflake
  • Scoro
  • SyncHub
  • Defontana

THREE WAYS WE HELP YOUR BUSINESS

Clearer numbers.
Better next steps.

Start with the decision you need to make or the work you need to improve. We connect the information and build the tools around that.

Reporting dashboard on a screen

01 / UNDERSTAND PERFORMANCE

Know what your numbers are telling you.

Sales, finance and operations tell different stories. Get a consistent view of performance, with calculations your team understands.

What we build around it

Agreed measures, connected reporting and a clear view of what changed.

Understand my performance
Warehouse team reviewing stock information

02 / FIND WHAT NEEDS ATTENTION

See where margin and cash are at risk.

Look beyond revenue to find stock tying up cash, products costing more than they earn and customers who may need a follow-up.

What we build around it

Focused sales, stock and cost analysis that helps you prioritise what to investigate.

Review my stock and margins
Team reviewing business information

03 / MAKE WORK EASIER

Give your team time to act.

Reduce repeated exports, manual handovers and routine questions so your team can spend more time on the work that needs them.

What we build around it

Refreshable reports, an agreed workflow automation or an AI assistant, chosen for the problem.

Make a repetitive task easier

Your business question comes first.

Connections, data preparation, dashboards, automation and AI are the tools. We agree the outcome, scope, deliverables and costs before work begins.

Discuss a first project

HOW WE DO IT

From your business question
to tools your team can use.

We work with you from the first question through to a working solution and handover.

01 / UNDERSTAND

Start with the business question.

We work with you to identify what needs improving, which decisions matter and how you measure success. Together, we agree a focused project and what it will deliver.

02 / CONNECT & MAKE SENSE

Make your data useful.

We bring information from your existing systems together, check its quality and apply your business rules, including costs, margins and historical changes. We agree the calculations with your team.

03 / BUILD & HAND OVER

Give your team the tools to act.

We deliver dashboards, analysis, automations or AI assistants around your question. We validate the results with your team, document the solution and show them how to use it.

A CLEAR WAY TO START

Start with a question worth answering.

Which products earn their space? Which customers need attention? Where does your team lose time? We agree the question, define a focused project and build a useful result.

Discuss your project

HOW YOUR DATA BECOMES USEFUL

The connection is the start.
The value is what comes next.

A connector brings records across. We make them useful: matching information, checking quality, applying your costs and business rules, and building tools around the decisions you need to make.

Xero · MYOBFinance & invoices
Cin7 · SimproStock, jobs & operations
HubSpot · SalesforceCustomers & sales
Excel · your other systemsFiles, APIs & business records

Numbers you can work with

Matched records, meaningful history and calculations that reflect how your business works.

✓ Agreed calculations✓ Quality checks✓ Defined access

AI built on that foundation

When it helps, use AI to explore approved data and agreed rules.

Dashboards & reportsKnow what changed and where to act.
Automated workflowsMove routine work forward with approval steps.
AI assistantsAsk questions using your business context.
Apps & decision toolsPlan purchases, follow up customers and manage work.

From information to insight. From insight to action.

Illustrative architecture. Connections, refresh schedules, access and approval steps are agreed for each project.

excel in bi / business insight agentSAMPLE DATA
Ready to explore

✳ ONE WAY TO PUT YOUR INFORMATION TO WORK.

From scattered data.
To your next move.

When an AI assistant is the right fit, your team can ask business questions using the same approved information and rules behind your reporting. Explore three examples below.

EXAMPLE INSIGHT

Ask one question across your systems.

Choose a question to see how the sample agent connects information and prepares an answer.

Illustrative workflow · No live customer connections
Explore an AI assistant project

Interactive demonstration using scripted responses and fictional data. Your project’s data access, business rules and approval steps are agreed before implementation.

START WITH WHAT NEEDS ATTENTION

Where could your
business work better?

Bring one question about your margins, stock, customers or manual work. We’ll help you define a practical first project.

Request a free 30-minute call Or say hello at contact@excelinbi.com

CONSULTING PROJECTS / NEW ZEALAND + AUSTRALIA

Find the right starting point.

Auckland-based, with remote delivery for teams across New Zealand and Australia.

AucklandWellingtonMelbourneSydneyBrisbaneCin7 reporting & integrations