Financial Automation Mastery
Transform your business operations through systematic automation strategies that actually work in the Australian market
Reserve Your SpotYour 12-Month Journey
We start slow and build momentum. Each phase gives you time to implement what you've learned before moving forward.
Foundation & Assessment
We begin by understanding your current systems and identifying the biggest opportunities for automation. No overwhelming tech dumps — just practical assessment.
- Current process mapping and bottleneck identification
- Basic automation tools introduction
- Quick wins implementation to build confidence
- Personal automation roadmap creation
Core Systems Integration
Here's where we get your main business systems talking to each other. Most people are shocked how much manual work disappears at this stage.
- Banking and accounting system connections
- Invoice and payment automation setup
- Customer communication workflows
- Error monitoring and backup systems
Advanced Workflow Design
Now we tackle the complex stuff. Multi-step processes that handle exceptions and edge cases without breaking down.
- Complex decision tree automation
- Multi-channel integration strategies
- Custom reporting and dashboard creation
- Compliance and audit trail automation
Optimization & Scaling
Fine-tuning everything for maximum efficiency. We also prepare your systems to handle growth without breaking.
- Performance monitoring and optimization
- Scalability planning and implementation
- Team training and handover processes
- Maintenance and update strategies
What Actually Happens After 6 Months
Last year, Marcus from Melbourne reduced his monthly financial admin from 40 hours to 8 hours. That's not unusual — most participants see similar time savings once the systems bed in.
The key difference with our approach is we focus on reliability over flashy features. Your automation needs to work every day, not just on demo day.
Who You'll Learn From
Our instructors have spent years implementing these systems in real Australian businesses. They know what works and what doesn't.
Darren Hartwell
Lead Automation Specialist
Spent 12 years fixing broken automation systems before starting to build them properly. Focuses on creating systems that actually stay working.
Trevor Kosinski
Integration Expert
Former bank systems analyst who understands the technical side and the regulatory requirements. Makes complex integrations seem simple.
Hugh Brennan
Process Consultant
Helps businesses identify which processes should be automated and which shouldn't. His workflow designs have saved thousands of hours across Australia.
How We Make This Work
Most automation training falls apart when you try to apply it to your actual business. Here's how we avoid that problem.
Start With Your Real Data
We use your actual business processes and data from day one. No theoretical examples that don't match your reality. If your invoicing system is messy, we'll work with that mess.
Build Incrementally
Each automation builds on the previous one. We never implement something that could break everything else. Your business keeps running while we improve it.
Test Everything Twice
Before any automation goes live, we run it through multiple scenarios including the weird edge cases that always seem to happen in real business.
Document The Why
You get complete documentation not just of what we built, but why we made each decision. Makes future changes and troubleshooting much easier.
