About Us - A Penny Saved is a Penny Earned
Our Story
At Finance & Excel, we simplify finance through smart automation and powerful insights. Founded by Suraj Kumar Lohani - The Excel Magician an MBA in Finance with over 22 years of experience, our mission is to turn raw data into strategic advantage
We’ve helped businesses save $7–8 million, designed 20+ automated systems, and supported 500+
At Finance & Excel, we simplify finance through smart automation and powerful insights. Founded by Suraj Kumar Lohani - The Excel Magician an MBA in Finance with over 22 years of experience, our mission is to turn raw data into strategic advantage
We’ve helped businesses save $7–8 million, designed 20+ automated systems, and supported 500+ clients across industries. With deep expertise in Finance, Accounting, Audit, Taxation, and tools like Excel, Power BI, and Google Sheets, AI, Python, SQL we build custom solutions that streamline operations and drive decisions.
"Data is the new oil—and we refine it into future-ready strategies."
From dashboards to full-scale financial systems, we help organizations automate, analyze, and grow.
Our Team - From Every Penny to Millions – Strategic Finance
Our Team
We’re a specialized team of financial experts, data analysts, and system developers led by Suraj Kumar Lohani, a veteran in finance and technology.
Suraj Kumar Lohani – Founder
- MBA in Finance
- 21+ years in Finance, Accounting, Audit, Taxation, and GST
- Expert in FP&A, Excel Automation, Power BI, and Business Intelligence
- Author of "Excel for F
We’re a specialized team of financial experts, data analysts, and system developers led by Suraj Kumar Lohani, a veteran in finance and technology.
Suraj Kumar Lohani – Founder
- MBA in Finance
- 21+ years in Finance, Accounting, Audit, Taxation, and GST
- Expert in FP&A, Excel Automation, Power BI, and Business Intelligence
- Author of "Excel for Finance and Accounting"
Suraj leads a network of talented associates who bring diverse expertise—from dashboard creation to financial modeling, from inventory automation to payroll systems. Together, we provide end-to-end CFO services, advanced analytics, and customized financial solutions to help your business scale with confidence.
Our team philosophy is rooted in precision, collaboration, and problem-solving. We don’t just deliver results—we embed ourselves into your business goals to ensure long-term value.
Our Services - The time is for AI
Our Services
Our "services" are custom-built systems—tailored, practical, and result-oriented. We don’t sell software off the shelf. We build what your business truly needs.
What We Deliver:
✅ Excel & Google Sheet Software Development
✅ Automated Templates for Finance, HR, Sales, and Inventory
✅ Power BI Dashboards & Data Modeling
✅ MIS, Financial Mode
Our "services" are custom-built systems—tailored, practical, and result-oriented. We don’t sell software off the shelf. We build what your business truly needs.
What We Deliver:
✅ Excel & Google Sheet Software Development
✅ Automated Templates for Finance, HR, Sales, and Inventory
✅ Power BI Dashboards & Data Modeling
✅ MIS, Financial Modeling, and Budgeting Tools
✅ Custom Business Intelligence Systems
✅ CFO Services & Financial Analysis Reports
✅ Industry-Specific Structures for Compliance & Reporting
Featured Services:
🔹 TradeSimply – A powerful Stock Market Software in Excel, designed for traders, analysts, and finance pros who need real-time portfolio insights with simplicity and accuracy.
Whether you’re managing a startup, SME, or large enterprise, our tools are:
- Customizable to your unique workflow
- Automated to save time and reduce errors
- Visually intuitive with dashboards and reports
- Scalable to grow as your business grows
"If you can imagine the tool, we can build it—in Excel, Power BI, or Google Sheets."