Step-by-step walkthroughs with real finance data, plus short practitioner insights from 30 years running finance teams. Free, no sign-up required.
Start here — an overview of what finance automation looks like in practice, with real charity finance data.
This player cycles through everything on the channel — and updates automatically each time a new video is published.
Use the playlist icon in the top-left of the player to browse the full list of videos.
Each one shows a single month-end process running start to finish on real data.
Automated matching of the bank statement to the GL, with timing differences and reconciling items handled for you.
A bureau report split by cost centre and fund, posted as a journal, with actual-vs-budget variances flagged.
Statement import, transaction categorisation, GL code suggestions from history, and exceptions flagged for review.
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