Finance that runs itself (without hiring 3 analysts)

I help finance teams kill manual reporting, messy data pipelines, and month-end chaos — so you get your nights back and your team gets strategic again.

  • Automation + data modeling + AI workflows (without the hype)
  • Designed for real finance teams, real deadlines, real mess
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Fast heads-up: this isn’t a sales page. It’s an application. If it’s a fit, we’ll talk. If it’s not, I’ll point you somewhere better.

If your reporting depends on copy/paste… it’s not a process. It’s a ritual.

You don’t need more effort. You need a system that refreshes, reconciles, and explains itself — so your team stops being spreadsheet janitors and starts being decision support.

  • Reports rebuilt every week “because it’s faster”
  • Month-end = late nights + mystery variances
  • Data lives in 9 tabs, 3 exports, and a prayer
  • Smart people… stuck doing dumb tasks

Finance On Autopilot

Done-with-you automation build. We replace recurring busywork with a clean, refreshable system — so reporting runs on rails and your team stops living in spreadsheet chaos.

  • Best for teams drowning in recurring reporting + ad hoc fire drills
  • You want measurable time savings in weeks, not “someday”
  • You need reporting that scales without adding headcount

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Drop in a “before → after” visual here (workflow, dashboard, report pack, or your “Finance On Autopilot” graphic).

Refreshable reporting

One refresh. Same outputs. No rebuilds. Your “weekly reporting day” becomes… a normal day.

Single source of truth

Clean model. Consistent metrics. Less arguing about whose spreadsheet is “the real one.”

Exec-ready insights

Dashboards + commentary that explain results — so you stop narrating every chart like it’s story time.

1) Diagnose

We map the workflow, bottlenecks, and data sources. No guessing. No “maybe it’s the ERP.”

2) Build

We implement automation, modeling, and reporting outputs — designed to refresh and scale.

3) Transfer

Documentation, enablement, and guardrails so the system survives past week one.

“We cut our weekly reporting cycle from a full day to under an hour.”

Mike rebuilt our workflow so everything refreshes cleanly. The best part: our team can maintain it without calling IT (or sacrificing weekends).

— Director of FP&A, SaaS (placeholder)

“This was the first automation project that actually stuck.”

Clear process, clean handoff, and it didn’t break the second the data changed. I didn’t think that was possible in finance.

— Finance Manager, Manufacturing (placeholder)

Ready to get finance off your back?

Apply now. If it’s a fit, we’ll book a quick call. If it’s not, I’ll be honest — and still try to be helpful.

Apply for Finance On Autopilot

Not looking for a build? Train the team.

If you already own the tools and just need your team dangerous-fast, corporate training is the move.

Corporate Trainings

Practical, no-fluff sessions for finance teams who want to move faster with Power Query, Power BI, and AI — without breaking governance, security, or common sense.

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Add a logo band here if/when you want. Or swap for a credibility line like “Teams trained across FP&A, Accounting, Finance Ops.”

Virtual Webinar (60 min)

Best for: exec overview + quick wins + “what’s actually possible now.”

Includes: live demo + playbook + Q&A.

Workshop (2 hours)

Best for: hands-on practice + real examples your team can reuse.

Includes: exercises, templates, and guided builds.

Live Coaching (Weekly)

Best for: adoption + workflow redesign + an actual plan that survives.

Includes: applied use cases + implementation roadmap.

Popular training topics

  • Power Query for reporting automation (the 80/20 that actually sticks)
  • Power BI + modeling for self-serve finance reporting
  • AI in finance: practical workflows + safe guardrails
  • Forecasting & scenario workflows that don’t implode mid-cycle

What your team walks away with

Not “inspiration.” Actual assets and muscle memory.

  • Templates + examples your team can reuse immediately
  • A clear “what to automate first” roadmap
  • Guardrails so AI helps — and doesn’t create compliance nightmares

“Our team finally understood how to automate without breaking everything.”

Clear, practical, and not a single buzzword. We left with templates and a plan we can execute.

— Controller, Healthcare (placeholder)

“The best training we’ve done in years because it was built for finance, not tech.”

We got quick wins immediately — and a longer-term roadmap that leadership actually bought into.

— VP Finance, Consumer (placeholder)

Want your team moving faster next month?

Apply and tell me your audience, tool stack, and goals. I’ll follow up with the best format + a scoped proposal.

Apply for Corporate Training

Frequently Asked Questions

Usually within weeks. We focus on repeatable cycles first (weekly reporting, month-end packs, forecast refresh) — the stuff that reliably steals your life.

Typically Excel/Power Query, Power BI, and light AI workflows. If your stack is different, apply anyway — I’ll tell you what’s realistic.

Yes. I’ll scope the audience, current tool maturity, and your highest-ROI workflows, then build the session around that.

Nope. I teach it like finance: clear rules, practical examples, and guardrails so you don’t accidentally paste your GL into a public chatbot.

Apply Now

Tell me what you’re trying to fix and which offer you’re applying for. If it’s a match, we’ll book a quick call. If it’s not, you’ll still leave with clarity.

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