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Stop Wrestling With Spreadsheets Every Month

Financial automation isn't about replacing your accountant. It's about getting your evenings back and actually knowing where your money goes without the headache. We teach small business owners how to set up systems that work while they sleep.

Explore Our Programs
Financial automation workspace setup

Built by Someone Who Got Tired of Manual Reconciliation

Back in 2019, I was spending twelve hours each month just categorizing transactions. That's when I realized most small businesses were doing the same repetitive tasks that software could handle in minutes.

The problem? Nobody was teaching regular business owners how to actually set these things up properly. So we started running workshops in Port Macquarie, then expanded across NSW when demand picked up.

Our autumn 2025 intake starts September 15th. Classes run for eight weeks, and you'll walk away with your own automation system actually running.

What You'll Actually Build During the Program

  • Connect your bank feeds to accounting software without breaking anything or losing data from past months
  • Set up automatic transaction categorization that learns your business patterns over time
  • Build reporting dashboards that update themselves and email you weekly summaries
  • Create invoice automation that follows up with clients so you don't have to remember

This isn't theoretical stuff. You bring your actual business data, and we help you configure real systems during class time. Most students have their first automation running by week three.

Vera Lindström portrait

Vera Lindström

Completed December 2024

From Monthly Chaos to Quarterly Reviews

I run a small consulting practice, and before this course I was manually entering everything into QuickBooks. Took me three full days each month just to get caught up. The breakthrough moment was week four when we set up rule-based categorization.

Now my bank transactions automatically sort themselves, my invoices send follow-up reminders, and I get a weekly summary email every Monday morning. I still review everything quarterly with my accountant, but the daily grind is gone.

The best part? I'm not a tech person. The instructor walked me through each step using my actual business accounts, not some fake demo data. That made all the difference.

Choose Your Starting Point

Different businesses need different approaches. Pick the program that matches where you are right now, not where you think you should be.

Foundations program materials

Foundations Track

You're still using spreadsheets for most things and want to transition to proper accounting software without losing your mind. We start with basic bank connections and build from there. Eight weeks, Tuesday evenings in Port Macquarie or online.

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Advanced automation materials

Advanced Automation

Your accounting software is set up, but you're still doing too much manually. This program covers API integrations, custom workflow builders, and multi-system automation. Runs for six weeks starting October 2025.

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