Finance Automation Accelerator
$4,000.00
Stop missing dinnertime because of manual finance work. In just 30 days, Finance Automation Accelerator helps you reclaim 40+ hours every month… forever.
Description
If this sounds familiar, youโre not alone:
- โIโll finish the pack after the kids go down.โ
- Rebuild the same broken exportโฆ again.
- Recons drift, variance ties slip, and the โweek of closeโ becomes two.
- Weekend โjust one more pullโ that eats Sunday.
- More keystrokes = more errors = more stress.
You donโt need a promotion to get your life backโyou need fewer manual steps. Finance Automation Accelerator gives you a clear 30-day plan to automate the three workflows stealing your evenings, using Microsoft tools you already have.
What youโll achieve
- Save โฅ 40 hours every month in 30 days
- Close faster with fewer manual touches and fewer errors
- Be home for dinnerโwithout the guilt
- A repeatable approach you can apply to future workflows
How it works (3 simple phases)
- Choose Your 3 โ A 15-minute worksheet + time-ROI matrix picks your biggest โhour hogs.โ
- Build with Frameworks โ Short, focused lessons and editable Microsoft templates/patterns (Excel, Power Query, Power BI/Automate) with checklists to reach first runโno โplug-and-playโ promise.
- Operationalize โ Turn on refresh/alerts, verify outputs, and confirm weekly hours saved with a lightweight tracker.
Guided implementation (your first 30 days)
You wonโt do this aloneโsubmit artifacts at three checkpoints and get specific, expert feedback:
- Milestone 1 โ CY3 Review: validate your picks with line-by-line feedback (avoid โcool but low-ROIโ traps).
- Milestone 2 โ Design Review: Loom walkthrough with fixes on your queries/flows/models (unblock data quirks fast).
- Milestone 3 โ Pre-Live Review: final tighten-up + go-live tips on checks and alerts (stability before scale).
Whatโs included
- On-Demand Automation Training โ Lessons โค20 minutes so you can move between meetings and kid pickup.
- Choose Your Three Decision Kit โ Time-ROI matrix + worked examples so the right three are obvious.
- Microsoft Templates & Patterns Library โ Editable starting points for Excel/Power Query/Power BI/Power Automate.
- 3 Guided Implementation Reviews โ CY3, Design, Pre-Live (first 30 days, 48h SLA).
Upgraded bonuses (built to remove real blockers)
- Finance Automation Lab (12 months): Private async community with workshops, tips, and fresh patterns/templatesโkeep momentum without meetings.
- Executive Greenlight Pack: Email scripts, a 6-slide deck, and a lightweight controls/compliance checklist to win manager/CFO buy-in fast.
- Data Quality Rescue Kit: 15 common Power Query fixes + a troubleshooting tree so messy exports donโt stall you.
Guarantee
The 40-in-30 Guarantee: Do the steps and submit your three milestone reviews. If youโre not at 40 hours/month saved by Day 30, youโll receive personal 1:1 coaching until you hit the mark. No extra cost.
4 reviews for Finance Automation Accelerator
5.00 out of 5 stars
Only logged in customers who have purchased this product may write a review.
Alex Roberts (verified owner) –
I didnโt think I needed this course until I took it. Now Iโm wondering how I ever functioned without it.
Iโve been a senior accountant for a few years, and like most of us, I just assumed the late nights and spreadsheet juggling came with the job. But this course showed me that half of what I was doing could be automated, and shouldโve been automated a long time ago.
The lessons are super straightforward, no tech jargon, no drawn-out theory. Just practical stuff I could use right away. Within the first week, I had cleaned up one of our messiest reports using Power Query, and now it's running automatically every month. Total game changer.
If you're tired of fixing the same broken formulas and copy-pasting your way through close, do yourself a favor and take this. Itโll save your brain, your time, and probably your keyboard from being smashed in frustration.
Anna Pickett (verified owner) –
Iโll keep it simple: this course saved me hours, like 20+ hours just during our last reporting cycle.
Iโve been in finance a long time, and Iโve seen a lot of โgame-changingโ tools and trainings that end up being all buzz and no backbone. This oneโs different. Itโs practical, clear, and honestly kind of addicting once you see how fast you can clean up your process.
What used to take me multiple evenings of back-and-forth, copy-pasting, and sanity-checking numbers now happens in a fraction of the time. Iโm using Power Query and Power BI in ways I didnโt even know were possible, and itโs made a noticeable difference in how I show up at work. My team notices. My leadership notices.
I used to think automation was for techies or startups and not for folks buried in legacy spreadsheets and real-world chaos. I was wrong. This course made it approachable, and it actually stuck.
If you're burned out from doing the same manual grind over and over, just take the course. You'll get your time (and your sanity) back.
Jordan Thompson (verified owner) –
This course was exactly what I needed.
Iโm a finance manager at a big company, and honestly, I didnโt think anything could really fix how messy and manual our processes are. I figured that was just the job. But this course proved me wrong.
I didnโt just learn some cool tools, I completely changed how I work. I went from spending hours cleaning data and reworking reports to automating it all in a way that actually sticks. Iโm saving at least a full work week every month, and the reports I deliver now are faster, cleaner, and way more reliable.
What I appreciated most was how real this course felt. No fluff. No โtransformationโ hype with nothing behind it. Just straight-up practical skills that I applied the same week I learned them. The way it walks through Power Query, Power BI, and even some AI stuff, it made tools Iโd been intimidated by feel actually doable.
If you're constantly buried under manual work and thinking โthis cannot be the best way,โ you're right, itโs not. This course showed me a better way. Totally worth it.
Taylor Martinez (verified owner) –
5 stars. No question.
I'm an accounting manager who used to live in Excel hellโlate nights, broken formulas, chasing numbers down like it was my full-time job (on top of my actual full-time job). I was skeptical this course could make a dent. But I was wrong.
This thing changed the game.
In 30 days, I went from manually updating reports and constantly double-checking my work to having automated dashboards that actually work. My month-end close is smoother, reports go out early, and Iโm not getting surprise fire drills from my CFO anymore. I actually have time to breathe and think strategically, not just react.
Whatโs great is that itโs super practical. Not just theory. You actually learn how to use Power Query, Power BI, and even AI tools that save a ton of time. Iโm not exactly โtechy,โ but now I feel like I can hold my own and even teach a few tricks to the team.
If youโre drowning in manual processes and wondering if this is just what the job is... itโs not. Thereโs a better way. This course showed me that, and Iโm never going back.