What does an Excel consultant do?

An Excel consultant designs and builds custom spreadsheet solutions including VBA automation, dashboards, financial models, and data pipelines. They help businesses replace manual processes with reliable, automated tools that save time and reduce errors.

How much does Excel consulting cost in the US?

XLS Experts projects typically start from about $1,000 USD for small automation tasks. Most projects fall in the $2,000–$10,000 range depending on complexity. We provide a clear scope and fixed price before starting any work.

Can Excel connect to SQL databases?

Yes. Excel can connect directly to SQL Server, MySQL, PostgreSQL, Oracle, and other databases using Power Query or VBA with ADO. This eliminates manual data exports and keeps reports automatically up to date.

What industries do XLS Experts work with?

XLS Experts works with businesses across finance, insurance, energy, healthcare, construction, logistics, retail, hospitality, education, and not-for-profit sectors in the United States and internationally.

Do you work with businesses outside the United States?

Yes. The .com site is for US and international teams. Most project work is delivered remotely, with one project manager as your point of contact.

US & INTERNATIONAL
BUSINESS AUTOMATION SPECIALISTS

The Global Microsoft Excel Specialists VBA Programming A.I. Solutions

We automate Excel and Google Sheets for US and international teams.

Whether you are managing a financial model, replacing manual reporting, or building a costing tool, we create practical USD-scoped solutions that save time and scale with your business.

Fixed-price projects available
Serving Global Clients
Trusted by SMEs & enterprise

Get a free quote See how we work View Case Studies View A.I. use cases

Common projects

Hundreds of custom business solutions delivered across engineering, finance, manufacturing, logistics and professional services.

Financial Modelling/Dashboards

Project Costing & Quoting ToolsResource Planning ToolsFeasibility StudiesSurvey ToolsSales Team AutomationsData AnalysisMembership SystemsGPS ToolsE-commerce Extensions

Trusted by 200+ SMEs and Enterprise Clients

Fisher & Paykel HealthcareEftpos Hire NZCamex CivilAMP Services NZ Limited

Ace1 TimberMidland Spreaders NZNew Zealand Forest Leasing LtdCentral Express

CMO MauiPorterCEDynasty Sport LtdThree60 Consult Ltd

350+Projects delivered

20+Years of expertise

GlobalUS-facing team, delivered remotely

Fixed PriceFixed pricing available

What we do

Services

Whether you need a quick formula fix or a full enterprise application, we have the expertise to deliver it — on time, on budget, and built to last.

Spreadsheet Design & Build

From simple calculators to complex multi-sheet models — formulas, named ranges, data validation, and clean layouts that anyone on your team can use.

FormulasData ValidationTemplates

Dashboards & Reporting

Interactive charts, pivot tables, and management dashboards that turn raw data into clear decisions. Connected to live data sources or refreshed on demand.

ChartsPivot TablesPower Query

Excel VBA/Macro Development

Eliminate repetitive manual work with clean, well-documented macros and VBA — one-click report packs, file handling, validation and automated workflows your team can trust.

VBAMacrosAutomation

Excel Integrations (SQL, API, etc.)

Connect Excel to SQL databases, REST APIs, Shopify, Xero and other business systems. Live refreshes, write-back and multi-user database-backed applications — no more copy-paste exports.

SQLAPIsPower QueryEDI

Web Applications

Custom web application development for New Zealand businesses—secure multi-user cloud apps, customer portals, field systems, hybrid Excel solutions and SaaS platforms.

Next.jsCloudMulti-user

Financial Modelling

Budgets, forecasts, feasibility studies, and fund management tools built to professional standards. Reliable models that stand up to scrutiny from finance teams and boards.

ForecastingFeasibilityFund Management

A.I. Workflow and Business Process Automation

End-to-end workflow automation with A.I. — connecting spreadsheets, cloud tools and business software. Automate summarisation, classification, approvals and reporting so your team focuses on higher-value work.

A.I.Power AutomateExcelAutomation

Power Query Consulting

Automated data pipelines in Excel and Power BI that eliminate manual preparation, standardise messy exports, and keep dashboards always current.

Power QueryETLPower BI

View all services A.I. use cases for Excel

Not sure which service fits your need?

Book a free discovery call

Our process

How we work

Simple, transparent, and designed around you — whether this is your first time outsourcing a spreadsheet or you are running a complex enterprise rollout.

Discovery call

We start with a free 30-minute call to understand your problem, your data, and what a good outcome looks like. No jargon, no sales pitch — just a straightforward conversation about what you need.

Scoping & quote

We send you a clear written scope of work and a fixed price or hourly estimate before anything starts. You know exactly what you are getting and what it will cost — no surprises.

Build & review

We build in stages and share progress as we go. You get to review, give feedback, and request adjustments before the final delivery. Your input shapes the outcome.

Handover & support

We deliver clean, well-documented work with a handover session so your team can actually use it. Ongoing support and enhancements are available whenever you need us.

Plain English communication — no IT jargon

You own everything we build, no lock-in

We work with your existing tools and systems

Available for both one-off projects and ongoing retainers

Ready to get started?

Book a free discovery call

Proof of work

Case Studies

Real problems, real solutions. A sample of what we have built for businesses across USA, Canada, United Kingdom, Australia

Facilities Management

Maintenance Scheduling & Optimisation Tool

1M / OCS Group

Problem

Operations staff needed to schedule and optimise asset maintenance across clients and asset classes without leaving their existing SIMPRO platform.

Solution

Built an Excel add-on interfacing with SIMPRO via CSV/EDI uploads, enabling exception reporting, schedule optimisation across asset classes, and automation routines that run outside the core platform.

Outcome

Extended platform functionality delivered at a fraction of custom software cost, with zero changes required to the core business system.

Technologies

ExcelVBAEDISIMPRO Integration

Hospitality

Valet Parking Hybrid App

Pullman Hotel Auckland

Problem

Valet staff needed a compact mobile app for bay management while admin needed a powerful parking console — both connected to the same live data.

Solution

Enhanced an existing Excel tool as the admin dashboard, connected to a cloud MS SQL database. Built a companion mobile web app for parking staff sharing the same database with real-time inbound and outbound bay control.

Outcome

A hybrid Excel + .NET solution delivering both a mobile-first field experience and an analytics-rich admin console — without building two separate systems.

Technologies

ExcelVBASQL DBMobile Web App.NET

Insurance

Claims Analysis Enterprise App

NZI

Problem

NZI required an enterprise app for collecting, collating, and reporting on claims analysis data that could be further analysed in-house using familiar tools.

Solution

Built a web app for data collection via a browser interface, feeding into Excel via SQL DB connectivity. VBA automation processed and presented the data as pivot summaries and trend charts, leveraging Excel's familiar interface for the analysis team.

Outcome

A full-stack enterprise solution built around Excel — giving analysts powerful reporting without retraining staff on new software.

Technologies

ExcelVBASQL DBWeb AppCharting

Financial Services

Financial Modelling & Reporting Suite

AMP Financial Services

Problem

AMP required extensible financial modelling tools that could connect to internal data systems and present complex data in a clear, auditable format.

Solution

In-depth discovery followed by enhanced Excel modelling workbooks with VBA automation, EDI and SQL DB connectivity, and structured reporting outputs designed for both internal analysts and executive stakeholders.

Outcome

Delivered a modelling suite that replaced manual processes, reduced reporting time significantly, and integrated cleanly with existing AMP data infrastructure.

Technologies

ExcelVBAEDISQL DBFinancial Modelling

We have 350+ projects across construction, finance, retail, logistics and more.

Book a free discovery call

Who we are

About Us

We are a global data automation consultancy with expertise in Excel, VBA, Google Sheets, and modern workflow automation tools. We specialize in transforming data management tasks into valuable business tools — for businesses of every size.

Global Client Services

Our team works with you, wherever you are. One project manager as point of contact with 20+ years of experience.

SMEs to enterprise

We work with solo operators, engineers, construction firms, retailers, and corporates alike. Every client gets the same quality of attention.

Broad technology stack

Excel, VBA, Google Sheets, Office Scripts, Apps Script, React, .NET, A.I., Zapier, and N8n — we choose the right tool for your problem, not the other way around.

The team

Mike ColwillProject Manager / XLS Data Guru

With over 20 years experience developing data solutions across a wide variety of business sectors, Mike acts as Project Manager on all projects to ensure every delivery meets our standards.

WilderSenior Solution Architect

With a Bachelor's in Engineering, a Master's in Computer Engineering, and an MBA, plus over 10 years of hands-on experience, Wilder brings deep architectural thinking to every project.

JasonAdvanced Formulas & Reporting

Jason is our go-to specialist for advanced nested formulas and great looking charts and reports. If the logic is complex, Jason will untangle it.

KayData Analysis & Business Intelligence

With strong skills in manual and programmatic data analysis, Kay oversees all work related to BI tasks including Power Pivot and Tableau-driven reporting.

ParkerPower BI / VBA / SQL

Parker is an experienced VBA developer and data analyst with excellent SQL and database skills, bringing rigour and precision to every data pipeline project.

SittiXLS Allrounder

Sitti is well-skilled in all aspects of Excel and Google Sheets and steps in wherever the team needs her — reliable, thorough, and always delivering clean work.

Elastic pool of specialist freelancers

Beyond our core team, we maintain an elastic pool of trusted specialist freelancers — giving us the ability to scale up quickly and bring in exactly the right expertise for your project. Our extended network covers Excel, VBA, ASP.NET, Cursor, Java, Python, Power BI, SQL, React, .NET, and more. You get a small-team feel with enterprise-grade capability when you need it.

ExcelVBAASP.NETCursorN8NJavaPythonPower BISQLReact.NETGoogle SheetsA.I. / LLMsGoogle CloudAmazon Web ServicesAzure

Our brands

Excel Experts NZ|Excel Experts International|Excel Experts UK

Start a conversation

Let's talk about what you need

Big or small, we are happy to discuss it. Send us a message or book a free discovery call — we typically respond same business day.

What happens next

1
We review your enquiry carefully and reach out personally — usually same business day. No obligation, no hard sell.
2
We clarify scope, then provide a clear fixed-price quote and realistic delivery timeframe so you know exactly where you stand.
3
Once agreed, we build in stages, keep you updated, and hand over a solution your team can rely on — with support if you need it.

Contact directly

+64 21 783 967 WhatsApp us

USAAuckland practice — serving US and international clients

Our brands

Excel Experts NZ Excel Experts International Excel Experts UK

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