Data Analytics Consultant Australia & New Zealand | Power BI, AI & Data Warehouse from Scratch | Excel in BI
Data Analytics Projects · Power BI · AI · Data Warehouse · Australia & NZ

Build your complete data analytics solution – from scratch.

Excel in BI is the go-to partner when Australian and New Zealand businesses need to build their entire data foundation from nothing – no data warehouse yet, no problem. We deliver Power BI dashboards, AI-powered insights, and data pipelines as a fixed-scope project across Australia and New Zealand.

Book a Discovery Call → See Services
Works with
Xero Xero
Power BI Power BI
Google Cloud Google Cloud
Google Looker Google Looker
Snowflake Snowflake
MYOB Business MYOB Business
Salesforce Salesforce
HubSpot HubSpot
simPRO simPRO
Profit visibility
$1.24M
Connected reporting
One clear view
Business Clarity Dashboard
Live
Revenue
$1.24M
↑ 12.4%
Gross Profit
$476K
↑ 8.1%
Clients
42
↑ 3 new
Avg Margin
38.4%
↓ 1.2%
Monthly Revenue
By Segment
Services 42%
Projects 31%
Other 27%
Action Signals
Low margin alert2 Jobs
Cashflow healthyOn Track
Top Accounts
Hartley Group$64.2k
Cascade Holdings$52.8k
Job Profitability Dashboard
Live
Active Jobs
14
↑ 2 new
Avg Job Value
$28.4K
↑ 6.2%
On-Time Rate
91%
↑ 4%
Labour Cost
34.1%
↓ 2.3%
Job Revenue by Month
Cost Breakdown
Labour 34%
Materials 29%
Overhead 37%
Delivery Signals
Overrun risk3 Jobs
On-time trendImproving
Highest Margin Jobs
CBD Fitout41%
Meridian Office37%
Free Discovery Call
30 minutes · No obligation · Book online
Project Delivery
Fixed scope, from 20 hours of consultancy
Start from zero
No data warehouse? We build it for you
AI + Power BI + Data
Full analytics stack in one project
📊 Power BI Dashboards 🏗️ Data Warehouse from Scratch 🤖 AI Analytics Projects 🔗 Data Pipelines 💰 Profit Visibility 📈 Cash Flow Forecasting 📋 Automated Reports 🔗 Xero · MYOB · Simpro Integration 📊 Power BI Dashboards 🏗️ Data Warehouse from Scratch 🤖 AI Analytics Projects 🔗 Data Pipelines 💰 Profit Visibility 📈 Cash Flow Forecasting 📋 Automated Reports 🔗 Xero · MYOB · Simpro Integration
Why Australian and New Zealand businesses work with us

Your analytics foundation, built from the ground up

Most businesses have data scattered across Simpro, Xero, their CRM, and a dozen spreadsheets – but no data warehouse, no dashboards, and no single source of truth. We solve the whole problem. Excel in BI is the partner you call when you need to build your analytics solution from scratch, even if you have never had a data warehouse before.

🏗️
No data warehouse? We build it for you
Most clients start with nothing but Xero, spreadsheets, and operational software. We design and build the data pipeline and warehouse layer that makes everything else possible.
🔗
Your data is spread across too many systems
Simpro, Xero, MYOB, Excel, your CRM – data is everywhere but there is no single view of jobs, revenue, and margin. We connect them all into one Power BI dashboard.
🤖
AI should be working with your data – it is not yet
AI analytics projects that flag margin risks, generate insight summaries, and forecast performance are now accessible to Australian SMEs. We make them practical and usable.
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You cannot see which jobs, clients, or products are profitable
Your ERP or accounting system has the data – but it does not show you which jobs, service lines, or clients are actually making money vs. costing you margin. We build that clarity.
WAREHOUSE OPTIMISATION TRACKER MODEL – AUCKLAND, NEW ZEALAND
CONSTRUCTIONS EXPENSES TRACKER REPORT – BRISBANE, AU
PROJECT COST AND FORECAST DASHBOARD – HAMILTON, NEW ZEALAND
We care about your business
Excel in BI clients reviewing Power BI dashboard analytics
How we work

We build your entire analytics solution – from the first data pipeline to AI-powered dashboards.

Excel in BI

Most analytics projects fail because the data foundation was never properly built. We start there. Excel in BI handles the complete journey – data warehouse architecture, pipeline engineering, Power BI dashboards, and AI projects – as a single fixed-scope engagement. You do not need existing infrastructure. We build it for you, then make sure your team knows how to use it.

Project-based delivery – starting from 20 hours of consultancy, no retainer required
We build your data warehouse from scratch if needed – no existing infrastructure required
End-to-end: data pipeline, AI layer, and Power BI dashboard in one engagement
Microsoft-certified · works with Simpro, Xero, MYOB, Salesforce, Google Cloud & more
Book a Discovery Call →
Tools we commonly connect

We work with the systems you already use to bring your reporting into one clear view.

Xero
Xero
Power BI
Power BI
Google Cloud
Google Cloud
Snowflake
Snowflake
MYOB Business
MYOB Business
Salesforce
Salesforce
HubSpot
HubSpot
simPRO
simPRO
Airtable
Airtable
Excel
Excel
Google Looker
Google Looker
Azure
Azure
API
+ More Integrations
How it works

How We Build Your Analytics Solution

Every engagement starts with a discovery call. We then scope and deliver your project – whether that means building a data warehouse from scratch, launching a Power BI solution, or adding AI to your existing data.

1
Start here
Free Discovery Call
A 30-minute conversation to map your current systems, identify your reporting gaps, and recommend the right project scope. No preparation needed, no obligation required.
Complimentary
30 minutes · No obligation · Book online
2
Most popular
Data Analytics Project
We build your full analytics stack – data pipeline, warehouse foundation, and Power BI dashboards – as a single fixed-scope project. Starting from 20 hours of consultancy. No existing infrastructure required.
Project-based
Fixed scope · Starting from 20 hours · AU & NZ delivery
3
Level up
AI Analytics Project
Add AI to your data foundation – automated insights, risk flags, forecasting, and natural language reporting. Practical AI that your team will actually use, built on Power BI, Google Cloud, or Azure.
Project-based
Starting from 20 hours · Built on your data layer
See Services →
Resources and videos

Learn from practical sessions and real examples.

Join our webinars, podcast, and videos to build stronger reporting and data skills in a practical way.

YouTube
Main Channel
Excel in BI
Power BI tips, dashboard walkthroughs, and business reporting advice for owners and teams.
Subscribe ▶
Excel in BI podcast on YouTube
Podcast Channel
Data Over Coffee
Conversations about data, business decisions, and analytics without the jargon.
Listen ▶
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Upcoming webinars
Free webinars and practical sessions
Join us live for practical sessions on Power BI, reporting, and turning business numbers into better decisions. All sessions are free unless noted.
Free webinars and workshops Browse all past events →
Where we work

Industries We Serve

Serving New Zealand and Australia with clear reporting support – remote-first delivery with practical analytics for businesses on both sides of the Tasman.

🇳🇿
New Zealand

Supporting New Zealand businesses with practical dashboards, reporting, and analytics guidance that fit the way local teams work.

Xero NZMYOBSimproFergusServiceM8
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Australia

Helping Australian businesses improve visibility across finance, sales, and operations with connected reporting and Power BI dashboards.

Xero AUMYOBProcoreBuildXactDeputy
Common questions

Questions Australian and New Zealand businesses ask us.

Data analytics, Power BI, AI, and data warehouses – answered plainly. No jargon.

Yes. Excel in BI is a remote-first Power BI consultant working with businesses across Sydney, Melbourne, Brisbane, and all of Australia. We connect your data from Xero, MYOB, Simpro, Salesforce and more, and deliver a working dashboard in 2-4 weeks. No office visit required – everything is done via video call and shared workspace.
All projects start with a free Discovery Call where we scope the engagement. Projects are priced per deliverable – not by the hour – starting from 20 hours of consultancy. You receive a fixed scope and quote before any work begins. The right project size depends on how many data sources are involved, whether a data warehouse needs to be built, and the complexity of your reporting goals.
Absolutely. Simpro, Xero, MYOB Business, and MYOB Advanced are the most common systems we connect for Australian businesses. We use certified APIs and connectors so your data refreshes automatically – no manual exports or spreadsheet gymnastics. We also connect to Procore, Salesforce, HubSpot, ServiceM8, and most other systems your business uses.
Yes – these are core industries we serve. For construction and trade businesses we build job profitability, WIP, and cash flow dashboards connecting Simpro, Procore, or BuildXact to Power BI. For logistics, we focus on fleet utilisation, delivery performance, and route profitability. For mining services, we connect operational systems with financial reporting to show true project margins.
This is exactly where we excel. Most clients come to us with nothing but Xero, spreadsheets, and operational software – and no data warehouse at all. We design and build the full stack: data pipelines, warehouse layer, Power BI dashboards, and optional AI analytics, as a single end-to-end project. You do not need any existing data infrastructure to start.
See Power BI Services →
Industries we serve

Power BI built for your
industry and workflows.

We understand the data and reporting challenges specific to Australian construction, logistics, mining services, and professional services businesses – not just generic BI templates.

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Construction & Trade

Job profitability, WIP tracking, and cash flow dashboards for builders, tradies, and contractors using Simpro, Procore, or BuildXact.
🚛

Logistics & Transport

Fleet utilisation, delivery performance, and route profitability dashboards that replace weekly spreadsheet compiling.
⛏️

Mining & Resources

Operational KPIs, project margins, and equipment cost dashboards for mining services and resources businesses across Australia.
💼

Professional Services

Utilisation, revenue by client, and retainer performance dashboards connecting your CRM, accounting system, and timesheets.
View all industries →
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Ready to see your business more clearly?

Start with a Power BI Discovery Call

Let Excel in BI help with your reporting, your systems, and where better data visibility could help your business most.

Book a Discovery Call → View Services →