Finance Automation Lab
$59.00
Finance Automation Lab is for finance pros who are done trading nights and weekends for “good enough” reporting
.
Description
This isn’t another course you never finish. It’s a working system designed to help you ship your first real automation in 7 days, then stack small wins in about one hour a week so your workload keeps shrinking while your impact grows.
Inside the Lab, you follow proven playbooks used by controllers, FP&A leaders, and senior analysts to automate the work that quietly eats your life: messy data cleanup, manual reporting, commentary collection, close prep, and one-off rebuilds that never seem to end.
You get:
-
Quick Win Sprints that walk you from template → walkthrough → shipped automation in about 60 minutes
-
A growing library of plug-and-play workflows you can drop into your current stack, even with limited system acces
-
Unlimited async Ask & Fix, where you post your actual files or screenshots and get line-by-line guidance to unblock you fast
-
A private peer community of finance pros solving the same problems you are
When you join Finance Automation Lab, you’re not just buying “content.” You’re getting a complete system to take finance automation from idea → execution → recognition. Here’s what’s inside:
🔧 Toolkits & Templates
- Plug-and-play automation templates for common finance workflows (reporting, forecasting, approvals, month-end).
- Process maps and checklists to take the guesswork out of rollout.
- Downloadable cheat sheets for tools like Power Query, Power BI, Power Automate, and ChatGPT.
🎥 Live Workshops & Replays
- Automation Workshop (Ask & Fix): Bring your messy workflow, and we’ll break it down live.
- Monthly deep-dives into tools and use cases.
- Full replay library so you can catch up anytime (and rewatch when you need it).
📚 Learning Vault
- Bite-sized guides on tools, tactics, and strategies.
- Case studies from real finance pros who’ve automated everything from expense approvals to month-end close.
- Step-by-step blueprints you can follow at your own pace.
👥 Peer Community
- Use Cases & Wins: See what others are building and copy the playbook.
- Water Cooler: Network, swap war stories, and stay sane.
- Feedback & Requests: Get answers fast—without waiting weeks for IT.
🚀 Leadership Tier (optional upgrade)
- Group Coaching Calls: Get my eyes on your process and roadmap.
- Leader Lounge: Connect with peers running finance teams.
- Automation Roadmaps: Proven strategies to scale automation across a function.
📲 Always-On Access
- Mobile app to keep up on the go.
- New content and templates dropped monthly.
- Lifetime access to the entry tier when you bundle with Finance Automation Accelerator.
Additional information
| Membership Level | Automation Builder Monthly, Automation Builder Annual, Automation Leader Monthly, Automation Leader Annual, Automation 1-On-1 Monthly, Automation 1-On-1 Annual |
|---|
4 reviews for Finance Automation Lab
5.00 out of 5 stars
Only logged in customers who have purchased this product may write a review.
1. What exactly is Finance Automation Lab?
It’s an online membership community built for finance pros who want to stop wasting time on grunt work and start scaling their impact. You’ll get tools, templates, coaching, and a private peer group to help you automate real finance workflows, faster.
2. Who is this for?
Two groups:
- Senior ICs and Managers who want tactical automation wins (reports, dashboards, approvals, data cleanup).
- Senior Managers and Executives who want strategic guidance to scale automation across their teams.
3. Do I need to be technical to join?
Nope. If you can use Excel and follow a checklist, you’re ready. Most automations use tools you already own (Excel, Power Query, Power BI, Power Automate, ChatGPT).
4. How is this different from a course?
Courses are one-and-done. The Lab is ongoing support, coaching, and fresh automation ideas every month. You’re not just learning—you’re applying, sharing, and getting feedback.
5. What do I actually get inside?
- Tool tutorials and automation playbooks
- Templates and downloads you can plug right into your workflows
- Live and recorded workshops where we solve member problems on the spot
- Group coaching (for Leadership tier)
- A private community of finance pros solving the same pain points as you
6. How much time will this take?
You’ll get results even if you spend 1 hour a week. Think of it as swapping 1 hour of learning for 5–10 hours of time saved.
7. Is there a guarantee?
Yes. If you dive in and don’t find at least one automation that saves you time in your first 14 days, just let us know. We’ll make it right.
8. Can my team join too?
Absolutely. We offer team and enterprise plans—Finance Automation Lab scales just like the automations we teach.
9. What if I’m already using tools like Power BI, Power Automate, or AI?
Perfect. The Lab will help you use them smarter, integrate them better, and discover use cases you haven’t thought of yet.
10. What if I’ve never automated anything before?
You’re in the right place. We’ll walk you through your first automation step by step, and you’ll learn from peers doing the same.
11. How is coaching included?
In the Leadership tier, you’ll join async group coaching where I help members prioritize, troubleshoot, and design automation strategies for their orgs.
12. What kind of results can I expect?
Members typically reclaim 5–10 hours per week within their first month, build systems that update themselves, and start getting noticed for running finance like a pro—not a firefighter.
13. Is this just theory?
No chance. Every use case, template, and tutorial is built from real-world finance workflows (month-end close, reporting, forecasting, approvals).
14. What makes this different from other memberships or online groups?
Simple: it’s built by a finance leader who’s automated 20,000+ hours of grunt work and helped dozens of pros land promotions. This isn’t tech hype—it’s finance automation, done by finance, for finance.
Anna Pickett (verified owner) –
My team is excited about automation
I’ve been in finance long enough to be skeptical of ‘game changers,’ but the Lab actually changed my game. I finally got my team excited to automate all of our reporting, so I’m spending more time on forecasting and less time chasing down broken spreadsheets. Totally worth it.
Alex Roberts (verified owner) –
It's like there's two of me now
As a beta tester, I went in with one goal, make reconciliations less miserable. Between the templates and the advice in the Tool Stack space, I built an automation that now does half the work for me. It’s like getting an extra set of hands without having to hire anyone.
Jordan Thompson (verified owner) –
Quick questions are actually quick now
Being a beta tester for the Lab was honestly the kick I needed. I finally got our sales and inventory data feeding into one clean report. No more copy/paste hell, and I can actually answer my boss’s ‘quick questions’ without spending an afternoon on them.
Taylor Martinez (verified owner) –
Shortened my close by 2 days
I joined the Lab as a beta tester thinking I’d maybe pick up a few tips. Three months later, my month-end close is two days faster and I’m not living in Excel 12 hours a day. The automation workshop threads alone paid for themselves in sanity saved