Financial Automation Mastery Program
Transform your relationship with money through systematic automation. Learn practical strategies that successful businesses use to streamline their finances and reduce manual work.
Start Your JourneyWhy Automation Changes Everything
Most people spend hours each week on repetitive financial tasks. But what if your money could work smarter, not harder? This isn't about complex software or expensive tools.
We focus on simple systems that anyone can set up. Think automatic bill payments that never miss due dates, savings that happen without thinking about it, and investment strategies that run themselves.
- Set up automated savings that you'll actually stick to
- Create bill payment systems that prevent late fees
- Build investment routines that don't require daily attention
- Design spending alerts that keep you on track
Your Learning Path
Foundation Phase
Start with the basics. We'll help you understand your current financial situation and identify which tasks eat up most of your time. No judgments here — everyone starts somewhere different.
System Design
This is where things get interesting. You'll learn to map out your money flow and spot opportunities for automation. We use simple tools that most banks already offer.
Implementation
Time to build your system. We'll walk through each setup step by step. Most students complete their basic automation in the first two weeks, then spend time fine-tuning.
Optimization
Once your system is running, we'll help you make it even better. This phase is about finding the small improvements that add up to big time savings.
Meet Your Instructors
Our team has been where you are. We've made the mistakes, learned the lessons, and now we're here to help you skip the trial-and-error phase.
Kieran Whitfield
Systems Specialist
Kieran spent fifteen years helping small businesses untangle their financial processes. He believes the best systems are the ones you forget are running. His favorite success story? A client who saved eight hours per month just by automating their vendor payments.
Sage Morrison
Automation Expert
Before teaching, Sage managed finances for a growing tech company. She learned automation out of necessity — there simply weren't enough hours in the day. Now she teaches others how to build systems that scale with their needs.
Blair Caldwell
Implementation Coach
Blair specializes in making complex ideas simple. She's the one you'll turn to when you're stuck on a tricky setup or need someone to explain things in plain English. Her motto: "If it's not simple, it's not sustainable."
Ready to Get Started?
Our next cohort begins in September 2025. We keep class sizes small so everyone gets personal attention during the setup process.
Program Duration
8 weeks of guided learning, plus 3 months of optional support as you refine your systems
Class Format
Weekly group sessions online, with optional one-on-one check-ins during implementation weeks
What You Need
A computer, your existing bank accounts, and about 2-3 hours per week for coursework