From my experience with Tableau all the use cases you described can be achieved in the tool. The first one is pretty similar to market basket analysis (customer that bought this also bought that). The second is comparing customers performance is also a very well known case. The third got me a bit confused... are the identifiers related to the accounts or the transactions? But regardless it is also something Tableau can achieve
If you could provide some transactions from the Excel we could build some proof of concept so you can have a more consolidate scenario to make your decision.