Data, Excel and reporting · Across Australia

Off the spreadsheet, onto a data platform that reconciles.

Every business has the spreadsheet everyone's afraid to touch. We replace it with a data platform that pulls from your ERP, CRM and accounting system, reconciles to the source, and feeds dashboards that refresh themselves. Finance and operations finally argue about the decision, not the number.

SOURCESMODELREPORTSERPCRMAccountingFinanceOperationsMaster_v7_FINAL.xlsxReconciled to source
Before and after

Where your numbers live, before and after.

Today

  • The numbers live in six places
  • ERP exports emailed around and reworked by hand
  • Month-end takes a week
  • Two teams bring two figures for the same thing

After the build

  • One model that reconciles to the source systems
  • Dashboards that refresh themselves
  • Excel still there, reading from the warehouse
  • One figure for each measure, whichever team brings it
Excel and spreadsheets

The spreadsheet only one person understood.

We've spent years inside Excel, VBA and Power Query. If your business runs on a workbook nobody wants to touch, we can untangle it, fix it and hand it back with instructions.

The workbook someone left behind

Built by a person who has since moved on, and only they knew how it worked. We work out what it does, write it down, and make it safe to change.

Macros and VBA nobody can read

Code that runs every month and that nobody on the team wrote. We explain what it does, fix what's broken, and rewrite the fragile parts.

Power Query and Power Pivot

Queries that break when a file moves or a column is renamed. We rebuild them so a refresh is one click and the model holds together.

An idea you haven't built yet

You know what the spreadsheet should do but not how to lay it out. We design it with you, build it, and show your team how to use it.

The file that takes minutes to open

Lookups across tens of thousands of rows, links to other workbooks, and formulas copied down too far. We make it fast and tidy.

When it has outgrown Excel

If the workbook is really doing a database's job, we'll say so, and move the data onto one while Excel stays the tool people work in.

Is this you?

Three signs it's time to fix the underlying system.

01

Month-end takes a week because the numbers live in six places.

02

Two teams bring different figures for the same thing to the same meeting.

03

You've outgrown Excel but a data warehouse sounds like a two-year project.

What we do

What we build and run.

Spreadsheet to database

We take the workbooks that run the business, model what they're really doing, and move the logic into a governed database. People can keep their spreadsheet, but it now reads from the database.

Cloud data warehouse

Redshift, Snowflake or Microsoft Fabric, whichever fits the systems and skills you already have. Ingestion from SAP Business ByDesign, Dynamics, Xero, MYOB, Salesforce and flat files.

Dashboards and board packs

Power BI or QuickSight on a single governed model, so the number in the deck matches the number in the system. Row-level security means people only see the rows they should.

Data governance

Lineage, access control and documentation that passes an audit, including cross-account setups for government and enterprise.

Finance analytics

Margin, cash, inventory and sales models built by someone who has sat in a finance team through month-end.

How it goes

How it runs.

01

Map the numbers

Discovery on the reports you produce, the systems they come from, and where they disagree today.

02

Build the platform in phases

The first dashboard lands early, on real data, so people are using it before the whole model is finished.

03

Hand over with the manual

Documented model, runbooks and a training session. Optional support after that.

Tools we use

Picked to suit the systems you already run.

ExcelVBAPower QueryPower PivotPower BIMicrosoft FabricAmazon RedshiftSnowflakeAthenaAWS GlueAppFlowdbtQuickSight
Questions

What people ask before we start.

Also see

The adjacent work.

AI consulting

AI that does a job, not a demo. We find the one process where a model pays for itself, build it on your data, and measure it.

Learn more

Cloud migration and operations

Out of the server room and onto AWS or Azure without the outage. Then we hand it over or run it for you, your call.

Learn more

Managed IT services

Helpdesk, devices, security, backups and cloud costs, looked after by engineers who know how it's built. A plain-English report every month.

Learn more

Contact centres and phone systems

Calls routed to the right person, answered from a browser wherever your team is, with reporting on every call.

Learn more

Websites and apps

Websites, customer portals and internal apps, built with Daniels Digital Service and connected to the systems behind them.

Learn more

App support and operations

Your users answered and your app kept running, in business hours and after hours. One team from the first message to the fix.

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Start a conversation

Tell us which report you still build by hand.

Thirty minutes, no deck. If we're not the right fit we'll say so and point you somewhere useful.