ExcelWhiz Insights
Expert articles on financial modeling, business automation, Excel tips, and data analytics to help you make better business decisions.
Oct 18 2026
The Annual Budgeting Process in Excel for SMEs
A practical guide to the annual budgeting process in Excel for SMEs: the budget calendar, department templates, consolidation, review and locking the budget.
Oct 15 2026
Management and Board Reporting Packs in Excel
How to design a monthly management and board reporting pack in Excel: page order, variance sign conventions, one data sheet and version control.
Oct 12 2026
Quote Generator for Small Business
How to build and store quotes for a small business: the fields a quote needs, GST treatment, deposit limits and how to track which quotes actually win.
Oct 11 2026
AI-Assisted Month-End Close Workflows in Excel
Where a language model helps in an Australian month-end close, from bank matching to variance commentary, and the guardrails that keep a person accountable.
Oct 7 2026
Build an Excel Scenario Selector With One Input
How to switch a whole model between Base, Upside and Downside from one drop-down cell, using a scenario driver table with CHOOSE or INDEX and MATCH.
Oct 5 2026
Excel Custom Number Formats for Financial Reporting
How the four-section custom format works, how to scale figures to thousands and millions, and when a helper column beats a format in a report.
Oct 2 2026
Profit vs Cash Flow: Why Profitable Businesses Run Out
Why an Australian business can report a profit and still run short of cash, and how to build a monthly profit to cash bridge in Excel that reconciles.
Sep 28 2026
Headcount Planning and Cost Model in Excel (Australia)
How to build an Australian headcount plan in Excel with fully loaded role costs, super, leave loading, payroll tax and start-month timing.
Sep 24 2026
Debt Schedule and Covenant Tracking in Excel
How to build a debt schedule in Excel that rolls every facility forward, feeds the balance sheet debt line and tracks covenant headroom each period.
Sep 16 2026
Keeping Client Financial Data Safe When Using AI
A practical framework for Australian accountants and finance teams: what client data may go into an AI tool, what belongs in a firm AI policy, and when local models matter.
Sep 11 2026
AI in Accounting 2026: What AI Leaders Say About Jobs
What AI leaders say about AI and accounting jobs, why task-level analysis matters, and what it means for Australian accountants and finance teams in 2026.
Sep 9 2026
Overtime & Penalty Rate Calculator in Excel (Australia)
Build an Excel overtime and penalty rate calculator for Australian awards, covering weekend percentages, public holiday rates, casual loading and pay checks.
Sep 6 2026
Can ChatGPT Build a 3-Way Financial Model? One Year On
Can ChatGPT build a 3-way financial model? A year of testing says the arithmetic and the checks belong in a deterministic system, with a professional reviewing the outcome.
Sep 4 2026
Financial Model Review: What an Independent Review Covers
What an independent financial model review checks in Australia: formula consistency, circular references, scenario integrity, debt logic and tie-outs, plus what it costs and when to get one.
Sep 1 2026
Excel Dynamic Array Functions for Business Reporting
Use Excel dynamic array functions like FILTER, SORT, TAKE and GROUPBY to build business reports that update themselves when new data arrives.
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