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Excel Consulting

Excel Consulting

Excel Consulting Services: Streamline Spreadsheets and Simplify Reporting

Transform Your Data Into Actionable Insights

Excel remains a cornerstone of business intelligence and our consulting services take it beyond the basics. From advanced formulas and macros to data modelling and automation, we help you make Excel a smarter, faster decision-making tool.

Save Time

Eliminate the inefficient, redundant and manual actions by automating  reporting

Dashboards

Allow for dynamic reports rather than static spreadsheets

New Insight

Make new discoveries and find opportunities within your business

Save Money

Identify cost savings and action accordingly

Easy Setup

Connect directly to all your favourite data sources

LIVE DASHBOARD
Explore It Yourself

Hover, click, and interact to discover the full potential of the dashboard

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SERVICES

Formulas

Complex Excel formulas

Training

Classroom or office based

Automation

Save time by automating repetitive manual actions

Reporting

Easy reporting on Excel data

Scenario Modeling

Use what-if analysis to model complex scenarios

How Does Our Consulting Process Work?

We help you clean up clutter, automate manual tasks, and extract meaningful insights from your data.

1
Book a Discovery Session

We assess your spreadsheets, business processes and goals to understand where improvements can be made.

2
Excel Strategy

Our consultants streamline calculations, improve structure, and automate where possible using formulas, VBA or Power Query.

3
Implement & Support

We implement the changes, walk you through how to use them, and provide support for future updates.

FAQ

What does an Excel consultant actually do for a business?

Excel consulting turns messy, manual spreadsheets into efficient, dependable business systems. A skilled consultant doesn’t just fix errors, they design smarter workflows, improve accuracy, and help teams make confident decisions using the data they already have. Most Australian businesses still rely heavily on Excel for forecasting, reporting, and operations, but over time those workbooks become slow, complex, and difficult to maintain. An Excel consultant restructures them for clarity and scalability. That means creating clean data models, simplifying formulas, building error-proof automation, and connecting workbooks securely across departments.

At Report Simple, we treat Excel as a living system, not a static file. Our consultants rebuild your spreadsheets to run faster, integrate smoothly with other platforms like Xero or CRMs, and remain transparent enough for any team member to use confidently. The result is less time spent fixing errors and more time turning data into insight.

How does Report Simple combine human expertise and AI to future-proof Excel for business?

At Report Simple, we believe the future of Excel isn’t purely automated, it is intelligently guided. AI is rapidly transforming how data is managed, but the long-term advantage belongs to businesses that combine automation with human reasoning. Our consultants design Excel systems that are AI-ready yet human-centred. We integrate tools like Copilot, Power Automate, and Power BI for efficiency while structuring the underlying logic, formulas, and relationships so AI operates safely within clear boundaries. The result is reporting that evolves automatically but always stays true to your company’s unique goals, definitions, and controls. We also train teams to think like analysts, not just users, teaching them how to interpret AI insights critically, validate outputs, and make confident data-driven decisions. That is the real meaning of future-proofing, not depending on technology blindly but learning to harness it intelligently.

For Australian organisations, this hybrid approach builds resilience. As AI advances, your Excel systems remain compatible, compliant, and completely under your control, scalable automation backed by the one thing machines cannot replicate: human understanding.

AI Excel automation vs human consulting. Which is better?

It is not a competition, it is a collaboration. AI automation is incredible at repetitive, predictable tasks such as cleaning data, suggesting formulas, or performing quick calculations. But human consulting excels where pattern recognition meets business strategy, understanding why something matters, not just what the numbers say. An AI model can identify that sales dipped 12 percent last quarter; a consultant investigates whether that is a seasonal trend, a data entry lag, or a pricing issue.

AI can merge data sources instantly, but only a human can decide which relationships actually make sense to your business. At Report Simple, we design Excel systems where AI does the heavy lifting and humans do the critical thinking. We automate the busy work while keeping decision logic transparent and auditable. This blend is what produces trustworthy automation, where speed meets strategy and AI works for you, not instead of you.

How can Excel consulting save time and money for a business?

Excel consulting delivers measurable ROI by combining human expertise and AI automation to eliminate inefficiencies hiding in everyday workflows. Every business relies on spreadsheets, yet over time they become bloated, slow, and full of hidden risks. Consultants identify where time is being wasted, then rebuild those systems with structure, validation, and automation built in.

Take, for example, an Australian logistics firm managing hundreds of shipment trackers across regional branches. Each team spends hours copying data manually and reconciling totals at month’s end. A consultant can redesign that process into a single connected workbook that refreshes automatically and updates dashboards in real time. AI tools can then flag anomalies or highlight unusual patterns, but the consultant’s human oversight ensures those alerts are meaningful, not false positives.

This partnership creates a flywheel effect: time savings as automation handles repetitive entry and consolidation; accuracy because formulas, Power Query logic, and macros are built correctly the first time; and trust as reports are validated by humans before automation scales them across the business. Over a year, those improvements compound. Staff spend less time fixing data and more time interpreting it. Managers gain confidence in numbers, and leadership can make faster, evidence-based decisions.

AI makes Excel faster. Humans make it right. Together, they make it profitable. That is the foundation of every Excel consulting engagement at Report Simple, efficiency without compromise.

What’s the difference between hiring an Excel consultant and managing spreadsheets in-house?

The main difference is depth, speed, and reliability. Most internal teams know Excel, but consultants master it at a systems level. They do not just understand formulas; they understand how to design entire reporting ecosystems that scale with your business. When you manage Excel internally, fixes tend to be reactive, patching problems as they appear. Consultants, by contrast, take a strategic view. They identify structural weaknesses, eliminate redundancy, and future-proof files so they remain stable even as your data grows.

In-house teams often lack time to document or optimise their processes, which leads to dependency on single staff members and risk when they leave. Excel consultants solve that with transparent logic, automation, and clear documentation, ensuring your business intelligence continues smoothly regardless of staff changes. Hiring a consultant does not replace your internal knowledge, it amplifies it. You keep ownership of your data, but gain an external perspective and a faster, cleaner, more consistent system.

Report Simple Gold Coat

78% of new clients engage us for a second project within a year.

Let’s start with your first. Fill out the form, and our team will get back to you promptly to discuss how we can help.

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

Related services & resources

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Frequently Used With Excel

Take Excel further with complementary technologies

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  • Azure - secure and scale your analytics in the cloud

  • Power Apps - digitise manual workflows with tailored solutions

Visualisation Options Beyond Excel

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Expand Your Excel Capabilities

Choose the level of Excel expertise that matches your business needs

Examples from Data to Decisions

Learn how organisations turn data into decisions with these examples


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