Financial Automation That Actually Works

Stop wrestling with spreadsheets at midnight

Most businesses lose around 15 hours per week on manual financial tasks—reconciling accounts, chasing invoices, trying to figure out where money went. We spent years watching small business owners drown in admin work when they should've been focused on growth.

Our automation systems handle the tedious stuff. You get real-time visibility into cash flow, automated invoice processing, and reconciliation that happens while you sleep. No more guessing, no more panic before tax time.

See How It Works
Financial automation dashboard showing real-time cash flow tracking and automated reconciliation processes

What Changes When You Stop Doing Everything Manually

Real scenarios from businesses that switched to automated financial operations in 2024

Before Automation

A Port Macquarie retail business spent 12 hours weekly entering supplier invoices, manually matching bank transactions, and creating reports for their accountant. Their books were usually 2-3 weeks behind actual operations.

Cash flow surprises happened monthly. The owner missed early payment discounts worth $4,000 annually because invoices sat in email folders.

Average reconciliation time: 6-8 hours per week

After Implementation

Same business now has invoices automatically captured, categorized, and matched to purchase orders. Bank feeds reconcile nightly. Their accountant gets clean data exports without asking.

The owner checks their phone app every morning—sees exactly where they stand financially. They caught $12,000 in duplicate vendor charges in the first quarter. Early payment discounts are automatic now.

Current reconciliation time: 45 minutes per week
Business owner reviewing automated financial reports on tablet, showing streamlined workflow and improved efficiency
Kasper Lindhurst, Operations Director at Coastal Trade Services
"
We had three people spending half their time on financial admin. Now those same people focus on client relationships and business development. The system catches errors we never would've spotted—found a billing mistake that saved us $18,000 last year. Reconciliation used to take days before month-end. Now it's done automatically every night, and I can see our financial position any time I want. Worth every cent.
Kasper Lindhurst Operations Director, Coastal Trade Services Implemented full automation system in August 2024

Programs Starting September 2025

We're running structured implementation programs—not just software setup. You'll learn to build and maintain these systems yourself.

Foundation Setup

$2,400
8-week program
  • Bank feed automation
  • Basic invoice processing
  • Expense categorization
  • Monthly reporting setup
  • 2 coaching sessions
View Schedule

Enterprise Integration

$9,200
24-week program
  • Multi-system integration
  • Advanced workflow automation
  • Custom API connections
  • Team training included
  • Ongoing optimization
  • 12 coaching sessions
Request Consultation
Training session showing participants learning financial automation systems and implementation strategies

How the Learning Programs Actually Work

These aren't watch-and-forget video courses. You'll implement systems in your actual business while we guide the process.

First two weeks focus on mapping your current workflows—understanding where time disappears and which processes cause the most friction. Then we build automation step by step, testing each piece before moving forward.

  • Weekly implementation sessions where you build your systems
  • Direct access to instructors when you hit technical roadblocks
  • Templates and frameworks we've refined over 100+ implementations
  • Troubleshooting support for the first 90 days after program completion

Most participants see measurable time savings within the first month. Complete implementation typically takes 3-6 months depending on business complexity. Next cohort starts September 2025.