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.
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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.
A trial balance turned into a full management pack — actuals against budget, variances calculated, and a first-draft commentary on what moved and why.
Sixty seconds each, straight to camera — the things I find myself saying to finance teams over and over.
A dashboard that refreshes itself is genuinely useful. I'd still decide what it's allowed to reach before creating one.
First published 28 July 2026A first experiment you can run this week, using figures that are already public — so nothing confidential goes anywhere.
First published 16 July 2026Thirty years of month-ends — and why you don't have to love technology to want your evenings back.
First published 18 June 2026Implementation and imagination — why finance teams haven't automated yet, and why neither one is a skills gap.
First published 2 June 2026The first process to automate is the one that drains the month, not the clever one everyone expects.
First published 28 May 2026Lead with the pain instead of the technology. Nobody buys the tool — they buy their evenings back.
First published 26 May 2026Subscribe on YouTube to be first to see new walkthroughs and insights — or book a call to talk about your own month-end.