Back Office Finance

Bookkeeping prep without the hourly bill

1 session3 min of videoabout 45 min to do

Back Office Finance is one focused session on bookkeeping prep. You will take the receipts, statements and invoices you already have and get AI to categorize, reconcile and package them into the clean monthly file your bookkeeper or accountant actually wants, with the exceptions flagged for you to look at rather than buried three tabs deep in a spreadsheet.

It is for owners paying hourly for cleanup work that is really data entry, and for anyone who dreads the shoebox at year end. No accounting background is needed to follow it.

Time to complete: 1 session, about 45 minutes of video in total, at your own pace. Every session is included with All-Access. Nothing is scheduled, nothing is live, and nothing expires, so you can stop after any session and pick it up again whenever the week allows.

Sessions in this course

  1. 1🔒Bookkeeping prep with AI2:36 video, 45 min to dopro

How to get Back Office Finance

All-Access is $29 a month and opens this course and every other one, new releases included for as long as you are a member. Cancel anytime; your access runs to the end of the period you have paid for. If you would rather pay once, Lifetime All-Access is $399.

Cancel anytime from your account page, and a 14-day money back on your first month that you trigger yourself. No form, no exit survey.

By purchasing you agree to the Terms and the Refund Policy.

Questions about this course

Do I need to know how to code to take Back Office Finance?

No. You describe what you want in plain English and the AI agent writes the code. You will paste commands we give you and read what the agent reports back, which is why the Operator Skill Pack exists: it makes that report readable by someone who does not read code.

What does Back Office Finance cost?

All-Access is $29 a month and includes Back Office Finance, every other course in the library, and every new course for as long as you are a member. Cancel anytime from your account page: your access runs to the end of the period you have paid for. If you would rather pay once, Lifetime All-Access is $399 and nothing about it renews. Either way, if it is not for you, ask inside 14 days of your first charge and the whole charge comes back.

How long does Back Office Finance take?

1 session, about 45 minutes of video in total. Most people do one session an evening and finish inside a week or two. Nothing is scheduled and nothing expires, so a gap costs you nothing.

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