Power BI & Data Analytics Partner

Excel in BI helps small and medium-sized businesses turn their operational data into clear financial and performance insights.

Many SMEs rely on spreadsheets and manual reporting, making it difficult to clearly understand profitability, revenue trends, and operational performance. Excel in BI builds automated financial dashboards and reporting environments using Power BI and Google Looker, giving business owners and managers real-time visibility into their data.

Using SyncHub as the data integration layer connecting systems such as Xero, HubSpot, Simpro, and Employee Hero, Excel in BI designs the analytics layer on top of this data, transforming it into reliable reporting, dashboards, and advanced analytics.

We have successfully supported businesses across New Zealand and Australia in building financial dashboards, executive reporting, and operational analytics using modern BI tools, AI capabilities, and LLM-powered insights.

Services include:

• Power BI financial dashboards for profit analysis, revenue tracking, and management reporting
• Executive reporting with clear financial and operational KPIs
• Google Looker dashboards for marketing and business performance analytics
• Advanced analytics and AI use cases, including LLM-powered insights and forecasting
• Data modelling and transformation using SQL, Python, and modern analytics tools

Excel in BI focuses on delivering clear, practical insights that help SMEs move beyond spreadsheets toward automated, transparent, and data-driven reporting.