Stop Wrestling with Spreadsheets
Your business finances deserve better than endless Excel formulas and late-night reconciliation sessions. We'll show you how to automate the boring stuff so you can focus on what actually grows your business.
See How It Works
Smart Categorization
Remember manually sorting every transaction? Our system learns your spending patterns and handles categorization automatically. Most clients save 6 hours per month just on this.
Budget Control
Real-Time Alerts
No more end-of-month surprises. Get notifications when spending approaches limits or unusual patterns emerge. It's like having a financial advisor watching your back 24/7.
Choose Your Learning Style
Whether you prefer hands-on workshops, self-paced modules, or guided implementation, we've designed pathways that fit how you actually learn best.
Workshop Intensive
Three full days of hands-on learning in small groups. Perfect for people who learn by doing and want immediate feedback.
- Maximum 8 participants per session
- Your actual business data (anonymized)
- Take-home automation templates
Self-Paced Modules
Learn at your own speed with structured lessons and practice exercises. Ideal for busy professionals who need flexibility.
- Start any Monday through December 2025
- Progress tracking and milestones
- Community forum access
Guided Implementation
Work directly with an expert to implement automation in your specific business context. Results in 30 days, not months.
- Weekly one-hour sessions
- Custom automation setup
- Direct implementation support
Tessa Wakefield
Senior Financial Automation Specialist
"I spent 15 years manually reconciling accounts for SMEs before discovering automation. Now I help business owners reclaim their evenings and weekends."
Learn from Someone Who's Been There
Tessa understands the frustration of month-end financial chaos because she lived it for years. Her approach focuses on practical solutions that work in the real world, not just in theory.
She's helped over 200 Australian businesses streamline their financial processes, from cafes in Melbourne to consulting firms in Sydney. Her specialty? Taking complex automation concepts and making them accessible to non-technical business owners.
Meet Our TeamReady to Start This Year?
Our next cohorts begin in September 2025, with early-bird registration opening in July
Early Registration
Program Begins
Implementation Complete
