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SumProduct: Financial Modelling, Excel & Power BI Experts

 
Capital investment, refinancing, project finance, banking, private equity, investment appraisal, valuation, M&A, strategy, taxation work, education or other decision analysis. 

No matter what the industrial sector, the political, budgetary and resource constraints, all critical analyses need consistent, robust, flexible and transparent modelling.


Need help developing or reviewing a model?


We are process matter experts


We can help you with all your business decisions, whether critical, strategic, tactical, operation or planning in nature. Leveraging our expertise and experience, we can develop quantitative and qualitative tools with you using Excel, financial modelling, Fabric, Power BI and others as required, and agreed.

Why partner with SumProduct?

Expertise 

 
With over 100 years’ experience in business and financial modelling development, consulting, auditing and training, our team can solve, advise and review the most complex of problems. Our team includes AI experts, seasoned programmers, experienced accountants, post-doctorate mathematicians and accredited experts in Excel, financial modelling and Power BI.
 

Experience 

 
We have constructed more than 4,000 models using our CRaFT methodology (Consistency, Robustness, Flexibility and Transparency), reviewed over 1,000 models, trained over 500 companies (including some of our competitors) in 30+ specialist modelling / accounting / corporate finance / banking topics, and undertaken work in most industries and sectors in over 40 countries of the world.
 

Recognition and Awards 

 
Our team has received 19 Microsoft Most Valuable Professional (MVP) awards so far, the inaugural Lifetime Achievement Award for Financial Modelling (FMI) in 2021, and was recognised as one of three finalists for the Lifetime Achievement Award in Excel for 2023 (Global Excel Summit). SumProduct was a finalist for the Best Capability Development Program (AITD) in both 2022 and 2023.
 

Tailor your training with us.
Assess your team's capability against Best Practice in
financial modelling, Excel and Power BI.

Thought leadership

Publication of 10+ books, consultation / co-authoring of five different Best Practice modelling protocols,
circulation of over 4,000 articles on our website and the accounting / actuarial press.

Tip of the Day

Excel Tip of the Day

Modelling Tip: Explicit Units

Don't forget to include a column in your models to make it clear what the units are. It's a common issue on a calculation worksheet that end users struggle to understand formulae as they are unclear what the underlying units implicit in the formulae are. Transparency is key. Check out more,

read more...
Modelling Tip: Explicit Units Tip

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