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Finance Education for Automated Business Success

Building Financial Skills That Actually Work

Professional training designed for Australian businesses facing real automation challenges

We've spent the past three years helping businesses across Australia understand financial automation. Not in theory, but through hands-on programs that address actual problems you're dealing with right now.

Our courses started from client questions. People kept asking how to connect their systems properly, how to read their automation reports, and honestly—how to avoid making expensive mistakes. So we built a program around those conversations.

Professional training environment for business automation

What We've Accomplished Together

These numbers represent real businesses who've completed our programs. We track outcomes because it helps us improve what we teach.

127

Businesses trained since early 2023

94%

Completed full program curriculum

6.2

Average months to implementation

Industry Recognition We've Received

Australian Business Training Awards 2024

Finalist for Innovation in Financial Education — recognition from the ABTA committee for our approach to practical automation training

Certified Education Provider

Accredited by Financial Professionals Australia since March 2024, meeting their standards for continuing professional development programs

ACT Business Excellence Recognition

Acknowledged in the 2025 regional awards for our contribution to local business capability development in financial technology

Client Satisfaction Metrics

Maintained 4.6/5 average rating across 89 verified reviews on independent training platform CourseCheck throughout 2024

How We Actually Teach This Stuff

Every program we run is based on real implementation projects. We don't teach generic theory—we walk through specific challenges that came up in actual businesses.

Below are two examples from our autumn 2024 cohort. Names and some details changed for privacy, but the problems and solutions are exactly what happened.

Regional Distributor Integration Project

8-week program | June–August 2024 | 12 participants

The Situation

A wholesale distributor in regional NSW needed to connect three separate financial systems. Their team had tried twice before with consultants, but each time the integration broke down within months. They came to us frustrated and honestly a bit skeptical.

What We Covered

1

Spent two weeks just mapping their current processes. Turned out the previous attempts failed because nobody documented how staff actually used the systems versus how they were supposed to work.

2

Built a test environment with their actual data (anonymized). Participants learned by breaking things safely, which revealed workflow issues we wouldn't have caught otherwise.

3

Created custom monitoring scripts specific to their integration points. Taught the team how to read error logs and fix common problems themselves instead of calling support every time.

Outcomes Six Months Later

  • Their integration ran consistently for seven months without major issues
  • Team resolved 80% of problems internally using methods from the course
  • They documented their process and trained two additional staff members
  • Reported saving roughly 15 hours per week on manual reconciliation work

Multi-Location Retail Automation

12-week program | September–November 2024 | 8 participants

The Challenge

Retail chain with seven stores across Queensland wanted consistent financial reporting. Each location was using slightly different processes, and head office spent days every month trying to compile accurate numbers.

Program Structure

1

First month focused on standardization. We helped them figure out which variations between stores actually mattered and which were just historical quirks that could be unified.

2

Built automated reporting templates that worked with their existing POS systems. Participants learned to customize reports for different stakeholders without creating new manual work.

3

Set up a rollout plan with one pilot store, then phased implementation. Taught troubleshooting through the actual problems that came up during rollout rather than hypothetical scenarios.

What Happened

  • All seven locations running standardized reporting by January 2025
  • Monthly consolidation time dropped from four days to roughly six hours
  • Store managers now handle most reporting adjustments independently
  • They've since extended the automation to inventory reconciliation

Who Actually Teaches These Programs

Our instructors work in automation consulting daily. They teach based on projects they're currently running, which means the content stays relevant to what's actually happening in the field.

Henrik Bergström instructor portrait

Henrik Bergström

Lead Integration Specialist

Spent eight years building custom integrations before joining our teaching team. Still consults two days a week, which keeps his course material grounded in current problems.

Aoife Kinsella instructor portrait

Aoife Kinsella

Financial Systems Analyst

Works primarily with retail and distribution clients. Known for explaining complex technical concepts through practical examples rather than jargon.

Dimitri Volkov instructor portrait

Dimitri Volkov

Process Automation Consultant

Focuses on workflow automation and error handling. His specialty is teaching teams how to troubleshoot problems independently rather than relying on external support.

Callum Breckenridge instructor portrait

Callum Breckenridge

Implementation Project Manager

Manages large-scale automation rollouts. Teaches the non-technical aspects: planning, stakeholder management, and handling the organizational side of system changes.