Empowering growth through data automation and visualization


About us

exelerate was founded with the mission of empowering businesses to focus on their core strategies, through the automation and visualization of core business data.  Our solutions are aimed at reducing the costs of finance and accounting related processes while boosting overall efficiency and giving our clients a better understanding of how their business is performing.

Our expertise lies in financial process improvement by leveraging the power of Microsoft Excel and Power Bi.  Using these technologies we have been able to build reporting templates for consolidated groups and single entities that are updated with a simple refresh, which means no more manual data entry to produce your management reports.  By using Power Bi's powerful data modeling and visualizations we are able to provide valuable insights into your business, that may have otherwise gone unnoticed.


Why Choose exelerate

Steamlined Processes

Research shows the inefficiency of business processes costs businesses anywhere between 20 and 30% of their annual revenue.


The consequences of employing antiquated financial process solutions are multi-faceted and damage your business’s bottom line. Globally, close to 50% of businesses believe productivity can increase if they have access to relevant technology and tools


Cost Effective

We employ cost effective tools that many businesses are already using, all of our templates are built with Microsoft excel and Power Bi.


Power Bi desktop can be used completely free, or for a monthly fee of $10 per month for the premium version. 


*The premium version of Power Bi may already be included with your existing Microsoft 365 Business license

xero + datadear

Our templates have been built from the ground up to get your financial information directly from xero using datadear.

Our reports update with a one-click refresh using the datadear toolbar, which means no more manually downloading trial balances or account transactions to create your monthly management reports.


KPI Dashboard


Our Power Bi templates have been designed to take the pain points out of your month-end schedule, reduce costs, and increase the visibility that you have over your business.

If you own a group of companies and consolidation is a requirement, our template has you covered.  Unlike our competitors our consolidation template performs a true consolidation, not just an aggregation of your group's trial balances, neither does it require you to set up a separate consolidation entity in xero.

Out of the box our template is designed to work with two entities, if you operate more companies than this, or would like the report tailored to your business needs please use the form below to contact us and one of our experts will be in touch to see how we can help.




Power Bi Reports

We have a range of Power Bi templates that have been designed to update with your latest financial information straight from xero.  After the initial set up new financial information is brought into the Power Bi report by a simple refresh.


Our standard templates can be used for single entities or a consolidated group of 2 companies.

Excel Templates

If you are not quite ready to take the plunge with Power Bi we also offer Excel templates that can be customized to suit your business needs.

We also offer Excel consultancy services, so if you have a formula that is not working quite right, or you might have an idea about how to improve efficiency in your current workflows by harnessing the power of Excel our Workflow Optimization services might be able to help.



Workflow Optimization

Our Workflow Optimization services are completely tailored to suit your business, these services could range from implementing one of xero's many add-ons.  Or undertaking a detailed review of your current financial systems and processes, and providing suggestions on how to increase efficiency and reduce the risk of error. 


We are also datadear certified experts meaning we are able to provide automated solutions using the datadear excel add-in.


Contact us

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